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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 %
SWM
376
Spire Wealth Management
Virginia
$10.7K
EBA
377
Eagle Bay Advisors
New York
$10.3K -$70.8K -497 -87%
WTC
378
WhitTier Trust Company
Nevada
$9.69K
HFS
379
Hantz Financial Services
Michigan
$8K
AF
380
Allworth Financial
California
$7.92K -$2.83K -20 -26%
RIM
381
Rakuten Investment Management
Japan
$7.69K +$7.69K +54 New
WPA
382
West Paces Advisors
Georgia
$7.69K +$7.69K +54 New
ST
383
Smithfield Trust
Pennsylvania
$7K
BIA
384
Bell Investment Advisors
California
$5.7K -$712 -5 -11%
IA
385
IFP Advisors
Florida
$5.7K +$142 +1 +3%
LC
386
Lindbrook Capital
California
$5.56K
DAM
387
Delta Asset Management
Tennessee
$5.56K +$427 +3 +8%
OC
388
Oakworth Capital
Alabama
$5.41K +$5.41K +38 New
BAM
389
Bellevue Asset Management
Washington
$5.27K +$142 +1 +3%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$5.13K +$570 +4 +13%
FG
391
Fairman Group
Pennsylvania
$5.13K +$5.13K +36 New
FWM
392
FSA Wealth Management
Massachusetts
$5K +$5K +36 New
TPCW
393
TD Private Client Wealth
New York
$4.84K
FCA
394
FinTrust Capital Advisors
South Carolina
$4.27K -$570 -4 -12%
BWL
395
Bogart Wealth LLC
Virginia
$4.27K
ASN
396
Advisory Services Network
Georgia
$4.25K +$4.25K +30 New
GWS
397
Glassman Wealth Services
Virginia
$3.85K +$285 +2 +8%
CCM
398
Chilton Capital Management
Texas
$3.56K +$3.56K +25 New
CFB
399
Cullen/Frost Bankers
Texas
$3.42K
SS
400
Sunbelt Securities
Texas
$3.13K