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HEICO Class A

427 hedge funds and large institutions have $10.3B invested in HEICO Class A in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 143 increasing their positions, 143 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+30
Holders Change %
+7.56%
% of All Funds
6.26%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
63
Increased
143
Reduced
143
Closed
28
Calls
$3.4M
Puts
$1.14M
Net Calls
+$2.26M
Net Calls Change
+$1.59M
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
276
Charles Schwab
California
$424K +$97.7K +686 +30%
GT
277
Glenmede Trust
Pennsylvania
$418K -$23.6K -166 -5%
MOACM
278
Mutual of America Capital Management
New York
$414K -$45.9K -322 -10%
CB
279
Commerce Bank
Missouri
$411K -$32.8K -230 -7%
MAP
280
Moody Aldrich Partners
Massachusetts
$395K +$91.4K +642 +30%
SI
281
Stephens Inc
Arkansas
$394K -$39.9K -280 -9%
TMAM
282
Tokio Marine Asset Management
Japan
$392K +$20.4K +143 +5%
TFS
283
Thoroughbred Financial Services
Tennessee
$388K -$4.27K -30 -1%
LNC
284
Lincoln National Corp
Pennsylvania
$385K +$40.9K +287 +12%
DPAM
285
Degroof Petercam Asset Management
Belgium
$385K +$385K +2,700 New
PWG
286
Portside Wealth Group
Utah
$373K +$27.5K +193 +8%
TRCT
287
Tower Research Capital (TRC)
New York
$372K +$299K +2,097 +409%
RJFSA
288
Raymond James Financial Services Advisors
Florida
$372K -$16K -112 -4%
QCM
289
QRG Capital Management
Illinois
$364K +$45.2K +317 +14%
GBA
290
Garrison Bradford & Associates
New York
$360K
HTC
291
Haverford Trust Company
Pennsylvania
$357K +$10.7K +75 +3%
EFG
292
Embree Financial Group
Illinois
$356K +$356K +2,500 New
LCWP
293
Legacy Capital Wealth Partners
Arkansas
$349K -$37.3K -262 -10%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$346K -$25.6K -180 -7%
AQR Capital Management
295
AQR Capital Management
Connecticut
$344K -$126K -881 -27%
CL
296
Choreo LLC
Illinois
$338K +$338K +2,370 New
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$337K +$4.7K +33 +1%
PWG
298
Private Wealth Group
Florida
$332K
CAM
299
Cresset Asset Management
Illinois
$329K +$77.9K +547 +31%
KWA
300
Kingswood Wealth Advisors
California
$327K -$269K -1,890 -45%