HEICO Corp
341 hedge funds and large institutions have $3.2B invested in HEICO Corp in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 37 closing their positions.
46% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 37
19% more capital invested
Capital invested by funds: $2.69B → $3.2B (+$511M)
5% more funds holding
Funds holding: 326 → 341 (+15)
8% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 121
1.91% less ownership
Funds ownership: 65.15% → 63.24% (-1.9%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
52% less call options, than puts
Call options by funds: $1.51M | Put options by funds: $3.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$24.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$10.6M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$10.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$8.36M |
| 5 |
Neuberger Berman Group
New York
|
+$6.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$25.9M |
| 2 |
Renaissance Technologies
New York
|
-$21.1M |
| 3 |
Two Sigma Investments
New York
|
-$16.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$14.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13M |
HEI Hedge Fund Activity: Q1 2019 in Review
341 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2019, worth a combined $3.2B — up 19% from $2.69B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HEI positions and 37 closed out — a net gain of 17 holders — while 111 added to existing stakes and 121 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $24.7M. The largest seller was BlackRock, cutting an estimated $25.9M.
- 341 institutional investors held HEICO Corp (HEI) as of Q1 2019, up from 326 in Q4 2018.
- Funds reported $3.2B of HEICO Corp stock for Q1 2019, up 19% quarter-over-quarter.
- 54 funds opened new HEICO Corp positions in Q1 2019 and 37 closed out, a net change of +17 holders.
- The largest HEICO Corp buyer in Q1 2019 was Lord, Abbett & Co, an estimated $24.7M added.
- The largest HEICO Corp seller in Q1 2019 was BlackRock, an estimated $25.9M sold.
Based on aggregated 13F filings for Q1 2019.