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HEICO Corp
HEI

430 hedge funds and large institutions have $4.42B invested in HEICO Corp in 2019 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 141 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

6% more funds holding

Funds holding: 407 → 430 (+23)

1.22% more ownership

Funds ownership: 64.61% → 65.83% (+1.2%)

8% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

5% less capital invested

Capital invested by funds: $4.65B → $4.42B (-$228M)

41% less call options, than puts

Call options by funds: $27.5M | Put options by funds: $46.9M

Holders
430
Holders Change
+23
Holders Change %
+5.65%
% of All Funds
9.4%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
65
Increased
152
Reduced
141
Closed
40
Calls
$27.5M
Puts
$46.9M
Net Calls
-$19.5M
Net Calls Change
-$22.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$137M
2
American Century Companies
American Century Companies
Missouri
+$47.9M
3
Goldman Sachs
Goldman Sachs
New York
+$29.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$25.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
FAM
Fred Alger Management
New York
-$97.8M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$60.4M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$23.7M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$23.4M
5
Brown Advisory
Brown Advisory
Maryland
-$23.3M

HEI Hedge Fund Activity: Q3 2019 in Review

430 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2019, worth a combined $4.42B — down 4.9% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HEI positions and 40 closed out — a net gain of 25 holders — while 152 added to existing stakes and 141 trimmed.

The largest buyer was BlackRock, adding an estimated $137M. The largest seller was Fred Alger Management, cutting an estimated $97.8M.

  • 430 institutional investors held HEICO Corp (HEI) as of Q3 2019, up from 407 in Q2 2019.
  • Funds reported $4.42B of HEICO Corp stock for Q3 2019, down 4.9% quarter-over-quarter.
  • 65 funds opened new HEICO Corp positions in Q3 2019 and 40 closed out, a net change of +25 holders.
  • The largest HEICO Corp buyer in Q3 2019 was BlackRock, an estimated $137M added.
  • The largest HEICO Corp seller in Q3 2019 was Fred Alger Management, an estimated $97.8M sold.

Based on aggregated 13F filings for Q3 2019.