HEICO Corp
396 hedge funds and large institutions have $3.75B invested in HEICO Corp in 2020 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 126 increasing their positions, 149 reducing their positions, and 41 closing their positions.
47% more call options, than puts
Call options by funds: $17.7M | Put options by funds: $12.1M
7% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 41
2% more capital invested
Capital invested by funds: $3.67B → $3.75B (+$78.7M)
1% more funds holding
Funds holding: 393 → 396 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.87% less ownership
Funds ownership: 67.94% → 66.07% (-1.9%)
15% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$51.1M |
| 2 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
+$18.3M |
| 3 |
Goldman Sachs
New York
|
+$18.3M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$16.1M |
| 5 |
Select Equity Group
New York
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Natixis
Paris,
France
|
-$59.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$29.4M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
-$27M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$18M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$16.5M |
HEI Hedge Fund Activity: Q3 2020 in Review
396 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q3 2020, worth a combined $3.75B — up 2.1% from $3.67B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HEI positions and 41 closed out — a net gain of 3 holders — while 126 added to existing stakes and 149 trimmed.
The largest buyer was Capital World Investors, adding an estimated $51.1M. The largest seller was Natixis, exiting entirely with an estimated $59.8M sold.
- 396 institutional investors held HEICO Corp (HEI) as of Q3 2020, up from 393 in Q2 2020.
- Funds reported $3.75B of HEICO Corp stock for Q3 2020, up 2.1% quarter-over-quarter.
- 44 funds opened new HEICO Corp positions in Q3 2020 and 41 closed out, a net change of +3 holders.
- The largest HEICO Corp buyer in Q3 2020 was Capital World Investors, an estimated $51.1M added.
- The largest HEICO Corp seller in Q3 2020 was Natixis, an estimated $59.8M sold.
Based on aggregated 13F filings for Q3 2020.