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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 %
WT
326
Whittier Trust
California
$72K -$5.2K -37 -7%
UM
327
UniSuper Management
Australia
$70.3K +$70.3K +500 New
Connor, Clark & Lunn Investment Management (CC&L)
328
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$66.1K +$66.1K +470 New
Bank of Montreal
329
Bank of Montreal
Ontario, Canada
$60.6K -$3.08M -21,742 -98%
KFS
330
Kelly Financial Services
Massachusetts
$59.8K +$4.5K +32 +8%
CFO
331
CVA Family Office
Colorado
$59.3K -$703 -5 -1%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$53K +$11.3K +81 +27%
C
333
Covestor
United Kingdom
$51K -$34.9K -249 -41%
HT
334
Headlands Technologies
Illinois
$38.1K +$38.1K +271 New
MCM
335
MV Capital Management
Maryland
$33.3K
SPIA
336
Steward Partners Investment Advisory
New York
$30.9K
S
337
SignatureFD
Georgia
$24.3K +$1.69K +12 +7%
AP
338
Arlington Partners
Alabama
$22.5K
PPC
339
Park Place Capital
Alabama
$21.8K
CCA
340
Column Capital Advisors
Indiana
$21.1K
CA
341
Clearstead Advisors
Ohio
$15.2K
RTC
342
Riverview Trust Company
Washington
$14.8K
CAL
343
Capital Advisors Ltd
Ohio
$14K
EWM
344
Endurance Wealth Management
Rhode Island
$14K
Skandinaviska Enskilda Banken (SEB)
345
Skandinaviska Enskilda Banken (SEB)
Sweden
$13K -$5.47K -40 -30%
SN
346
Sittner & Nelson
Oregon
$12.5K +$12.5K +89 New
SWM
347
Spire Wealth Management
Virginia
$10.8K -$52.5K -375 -83%
PTC
348
Private Trust Company
Ohio
$9.98K
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$9.7K -$347K -2,467 -97%
WTC
350
WhitTier Trust Company
Nevada
$9.56K