HEICO Corp
HEI
396 hedge funds and large institutions have $2.72B invested in HEICO Corp in 2020 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 118 closing their positions.
1.08% more ownership
Funds ownership: 65.34% → 66.42% (+1.1%)
2% less repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 138
13% less funds holding
Funds holding: 453 → 396 (-57)
33% less capital invested
Capital invested by funds: $4.03B → $2.72B (-$1.31B)
43% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 118
46% less call options, than puts
Call options by funds: $9.33M | Put options by funds: $17.4M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$195M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$116M |
| 3 |
Select Equity Group
New York
|
+$68.6M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$45.7M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$43.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$96.5M |
| 2 |
Goldman Sachs
New York
|
-$50.3M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$49.4M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$48.8M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$46.1M |
HEI Hedge Fund Activity: Q1 2020 in Review
396 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q1 2020, worth a combined $2.72B — down 33% from $4.03B a quarter earlier.
Sellers outnumbered buyers: 118 funds closed out of HEI and 67 opened new positions — a net loss of 51 holders — while 138 trimmed existing stakes and 135 added.
The largest buyer was American Century Companies, adding an estimated $195M. The largest seller was Invesco, cutting an estimated $96.5M.
- 396 institutional investors held HEICO Corp (HEI) as of Q1 2020, down from 453 in Q4 2019.
- Funds reported $2.72B of HEICO Corp stock for Q1 2020, down 33% quarter-over-quarter.
- 67 funds opened new HEICO Corp positions in Q1 2020 and 118 closed out, a net change of -51 holders.
- The largest HEICO Corp buyer in Q1 2020 was American Century Companies, an estimated $195M added.
- The largest HEICO Corp seller in Q1 2020 was Invesco, an estimated $96.5M sold.
Based on aggregated 13F filings for Q1 2020.