HEICO Corp
407 hedge funds and large institutions have $4.65B invested in HEICO Corp in 2019 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 119 increasing their positions, 126 reducing their positions, and 42 closing their positions.
171% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 42
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
51% more call options, than puts
Call options by funds: $9.81M | Put options by funds: $6.5M
45% more capital invested
Capital invested by funds: $3.2B → $4.65B (+$1.44B)
19% more funds holding
Funds holding: 341 → 407 (+66)
1.37% more ownership
Funds ownership: 63.24% → 64.61% (+1.4%)
6% less repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$77.3M |
| 2 |
Los Angeles Capital Management
Los Angeles,
California
|
+$41M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$38M |
| 4 |
BlackRock
New York
|
+$35.7M |
| 5 |
State Street
Boston,
Massachusetts
|
+$32.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$71.6M |
| 2 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$65.7M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$33.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29M |
| 5 |
JP Morgan Chase
New York
|
-$27.1M |
HEI Hedge Fund Activity: Q2 2019 in Review
407 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q2 2019, worth a combined $4.65B — up 45% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new HEI positions and 42 closed out — a net gain of 72 holders — while 119 added to existing stakes and 126 trimmed.
The largest buyer was Invesco, adding an estimated $77.3M. The largest seller was Select Equity Group, cutting an estimated $71.6M.
- 407 institutional investors held HEICO Corp (HEI) as of Q2 2019, up from 341 in Q1 2019.
- Funds reported $4.65B of HEICO Corp stock for Q2 2019, up 45% quarter-over-quarter.
- 114 funds opened new HEICO Corp positions in Q2 2019 and 42 closed out, a net change of +72 holders.
- The largest HEICO Corp buyer in Q2 2019 was Invesco, an estimated $77.3M added.
- The largest HEICO Corp seller in Q2 2019 was Select Equity Group, an estimated $71.6M sold.
Based on aggregated 13F filings for Q2 2019.