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HEICO Class A

390 hedge funds and large institutions have $10B invested in HEICO Class A in 2023 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 115 increasing their positions, 152 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
-4
Holders Change %
-1.02%
% of All Funds
6.15%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
33
Increased
115
Reduced
152
Closed
36
Calls
$4.88M
Puts
$1.24M
Net Calls
+$3.63M
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CLOS
301
Compagnie Lombard Odier SCmA
Switzerland
$211K +$211K +1,500 New
AWM
302
Axxcess Wealth Management
California
$209K -$4.78K -34 -2%
Bank of Nova Scotia
303
Bank of Nova Scotia
Ontario, Canada
$209K -$229K -1,631 -52%
AIM
304
Aigen Investment Management
New York
$207K +$207K +1,475 New
FA
305
FDx Advisors
Illinois
$206K -$83K -590 -29%
CA
306
Cetera Advisors
Colorado
$203K +$203K +1,445 New
AQR Capital Management
307
AQR Capital Management
Connecticut
$201K +$201K +1,427 New
AIG
308
American International Group
New York
$198K +$36.3K +258 +22%
Lazard Asset Management
309
Lazard Asset Management
New York
$173K
Schroder Investment Management Group
310
Schroder Investment Management Group
United Kingdom
$171K -$177K -1,258 -51%
APW
311
Acima Private Wealth
Virginia
$140K
HIA
312
Harbor Investment Advisory
Maryland
$135K -$844 -6 -0.6%
PFP
313
Pinnacle Financial Partners
Tennessee
$127K
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$122K +$90K +640 +277%
SG Americas Securities
315
SG Americas Securities
New York
$121K -$1.57M -11,156 -93%
OAM
316
Ostrum Asset Management
France
$114K +$141 +1 +0.1%
FHA
317
First Horizon Advisors
Tennessee
$107K -$25.6K -182 -19%
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$107K +$85.5K +608 +405%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98K
HWA
320
Heritage Wealth Advisors
Virginia
$91.4K
First Manhattan
321
First Manhattan
New York
$84.4K
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$83.9K
SOW
323
State of Wyoming
Wyoming
$81.1K +$14.1K +100 +21%
PMFA
324
Plante Moran Financial Advisors
Michigan
$75K +$2.39K +17 +3%
EBA
325
Eagle Bay Advisors
New York
$74.4K -$34.7K -247 -32%