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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 %
GRP
351
Global Retirement Partners
California
$9.14K
OP
352
ORG Partners
Indiana
$8.54K +$8.54K +62 New
IA
353
IFP Advisors
Florida
$8.44K
HFS
354
Hantz Financial Services
Michigan
$8K
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$7.87K +$5.34K +38 +211%
AF
356
Allworth Financial
California
$7.81K
TPCW
357
TD Private Client Wealth
New York
$7.73K
ST
358
Smithfield Trust
Pennsylvania
$7K
BIA
359
Bell Investment Advisors
California
$6.89K -$562 -4 -8%
FCA
360
FinTrust Capital Advisors
South Carolina
$6.71K
SCA
361
Stonebridge Capital Advisors
Minnesota
$5.91K +$5.91K +42 New
LC
362
Lindbrook Capital
California
$5.48K
EARNEST Partners
363
EARNEST Partners
Georgia
$5.48K
DAM
364
Delta Asset Management
Tennessee
$5.06K
BAM
365
Bellevue Asset Management
Washington
$4.92K +$281 +2 +6%
PFBT
366
Parkside Financial Bank & Trust
Missouri
$4.5K
BWL
367
Bogart Wealth LLC
Virginia
$4.22K
GWS
368
Glassman Wealth Services
Virginia
$3.52K -$141 -1 -4%
CFB
369
Cullen/Frost Bankers
Texas
$3.37K -$141 -1 -4%
QC
370
Quent Capital
New York
$3.09K
BFEC
371
Benjamin F. Edwards & Company
Missouri
$3K
EWA
372
EverSource Wealth Advisors
Alabama
$2.53K -$68.1K -484 -96%
QCG
373
Quadrant Capital Group
Ohio
$2.53K
GI
374
Gradient Investments
Minnesota
$2.25K +$2.25K +16 New
CPG
375
Cornerstone Planning Group
New Jersey
$1.69K +$1.69K +12 New