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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 %
FC
401
Financial Consulate
Maryland
-$438K -3,223 Closed
BFA
402
BMS Financial Advisors
South Dakota
-$398K -2,929 Closed
SWS
403
SYSTM Wealth Solutions
Illinois
-$389K -2,865 Closed
AWAU
404
Alliance Wealth Advisors (Utah)
Utah
-$383K -2,820 Closed
LCWP
405
Legacy Capital Wealth Partners
Arkansas
-$364K -2,678 Closed
BNP Paribas Asset Management
406
BNP Paribas Asset Management
France
-$282K -2,074 Closed
CM
407
Capula Management
Cayman Islands
-$247K -1,820 Closed
PGFC
408
Peapack-Gladstone Financial Corp
New Jersey
-$205K -1,508 Closed
KAS
409
Kestra Advisory Services
Texas
-$204K -1,504 Closed
YCM
410
Yousif Capital Management
Michigan
-$202K -1,486 Closed
RBC
411
Roble Belko & Company
Pennsylvania
-$170K -1,249 Closed
ASN
412
Advisory Services Network
Georgia
-$162K -1,194 Closed
Acadian Asset Management
413
Acadian Asset Management
Massachusetts
-$114K -843 Closed
MCM
414
Manchester Capital Management
Vermont
-$63.7K -469 Closed
MC
415
Machina Capital
France
-$38.1K -280 Closed
HI
416
Harbour Investments
Wisconsin
-$27.2K -200 Closed
HFM
417
Harvest Fund Management
China
-$18K -131 Closed
TCWA
418
Ten Capital Wealth Advisors
Washington
-$8.83K -65 Closed
BAM
419
Belpointe Asset Management
Nevada
-$5.57K -41 Closed
GBT
420
Grove Bank & Trust
Florida
-$3.26K -24 Closed
TWA
421
TCI Wealth Advisors
Arizona
-$2.72K -20 Closed
IGWM
422
ICA Group Wealth Management
Colorado
-$1.36K -10 Closed
SC
423
Schubert & Co
Texas
-$1.09K -8 Closed
AAS
424
Ameritas Advisory Services
Nebraska
-$883 -7 Closed
BAAM
425
Baker Avenue Asset Management
California
-$680 -5 Closed