HEICO Corp
420 hedge funds and large institutions have $4.61B invested in HEICO Corp in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 128 increasing their positions, 141 reducing their positions, and 37 closing their positions.
81% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 37
23% more capital invested
Capital invested by funds: $3.75B → $4.61B (+$868M)
6% more funds holding
Funds holding: 396 → 420 (+24)
4% more call options, than puts
Call options by funds: $17M | Put options by funds: $16.3M
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
9% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 141
1.96% less ownership
Funds ownership: 66.07% → 64.11% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$120M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$51M |
| 3 |
Millennium Management
New York
|
+$29.9M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$19.8M |
| 5 |
FAM
Fred Alger Management
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$163M |
| 2 |
Select Equity Group
New York
|
-$68.1M |
| 3 |
Holocene Advisors
New York
|
-$44.8M |
| 4 |
BlackRock
New York
|
-$40.3M |
| 5 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
-$38.5M |
HEI Hedge Fund Activity: Q4 2020 in Review
420 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in HEICO Corp (HEI) for Q4 2020, worth a combined $4.61B — up 23% from $3.75B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new HEI positions and 37 closed out — a net gain of 30 holders — while 128 added to existing stakes and 141 trimmed.
The largest buyer was Capital World Investors, adding an estimated $120M. The largest seller was Atlanta Capital Management, exiting entirely with an estimated $163M sold.
- 420 institutional investors held HEICO Corp (HEI) as of Q4 2020, up from 396 in Q3 2020.
- Funds reported $4.61B of HEICO Corp stock for Q4 2020, up 23% quarter-over-quarter.
- 67 funds opened new HEICO Corp positions in Q4 2020 and 37 closed out, a net change of +30 holders.
- The largest HEICO Corp buyer in Q4 2020 was Capital World Investors, an estimated $120M added.
- The largest HEICO Corp seller in Q4 2020 was Atlanta Capital Management, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2020.