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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 %
BFG
326
Bleakley Financial Group
New Jersey
$221K +$221K +1,550 New
KAS
327
Kestra Advisory Services
Texas
$201K +$201K +1,410 New
FIA
328
FNY Investment Advisers
New York
$200K -$34K -239 -15%
AIG
329
American International Group
New York
$185K -$2.28K -16 -1%
EC
330
EntryPoint Capital
New York
$172K +$172K +1,205 New
Allianz Asset Management
331
Allianz Asset Management
Germany
$158K +$158K +1,107 New
BL
332
Balentine LLC
Georgia
$149K +$149K +1,049 New
RBC
333
Roble Belko & Company
Pennsylvania
$148K
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$148K +$37.7K +265 +34%
APW
335
Acima Private Wealth
Virginia
$142K
SOW
336
State of Wyoming
Wyoming
$140K +$13.5K +95 +11%
FHA
337
First Horizon Advisors
Tennessee
$138K +$5.98K +42 +5%
HIA
338
Harbor Investment Advisory
Maryland
$137K
GM
339
GeoWealth Management
Illinois
$132K +$132K +925 New
PFP
340
Pinnacle Financial Partners
Tennessee
$128K
National Bank of Canada
341
National Bank of Canada
Quebec, Canada
$115K -$8.25M -58,345 -99%
First Manhattan
342
First Manhattan
New York
$88K +$2.56K +18 +3%
Schroder Investment Management Group
343
Schroder Investment Management Group
United Kingdom
$82.3K
FWM
344
Focused Wealth Management
New York
$80.1K +$80.1K +562 New
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K
PMFA
346
Plante Moran Financial Advisors
Michigan
$77.3K +$570 +4 +0.7%
GI
347
GAMMA Investing
California
$75.3K +$75.3K +532 New
UM
348
UniSuper Management
Australia
$71.2K
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$70K +$4.58K +32 +7%
C
350
Covestor
United Kingdom
$70K +$20.2K +142 +41%