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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 %
QC
401
Quent Capital
New York
$3.13K
PWA
402
Provenance Wealth Advisors
Florida
$2.99K +$2.99K +21 New
EWA
403
EverSource Wealth Advisors
Alabama
$2.85K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$2.85K
QCG
405
Quadrant Capital Group
Ohio
$2.56K
IGWM
406
ICA Group Wealth Management
Colorado
$2.42K +$2.42K +17 New
BTI
407
Blue Trust Inc
Georgia
$2K -$267 -2 -12%
VNA
408
Valley National Advisers
Pennsylvania
$2K +$2K +15 New
CPG
409
Cornerstone Planning Group
New Jersey
$1.99K
CSS
410
Cubist Systematic Strategies
Connecticut
$1.71K -$4.36M -30,622 -100%
AF
411
Advisornet Financial
Minnesota
$1.71K +$570 +4 +50%
RCM
412
Raleigh Capital Management
North Carolina
$1.19K
AW
413
Avion Wealth
Texas
$1K -$500 -4 -33%
PCM
414
Penserra Capital Management
California
$1K
PA
415
Parallel Advisors
California
$997 -$1.28K -9 -56%
UB
416
UMB Bank
Missouri
$997 -$1.14K -8 -53%
CAM
417
ClariVest Asset Management
California
$997
OP
418
ORG Partners
Indiana
$996 -$6.69K -47 -87%
GI
419
Gradient Investments
Minnesota
$855
SIC
420
SJS Investment Consulting
Ohio
$855 +$143 +1 +20%
PWMG
421
Private Wealth Management Group
New Jersey
$855 +$855 +6 New
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$713 +$713 +5 New
DWA
423
Delos Wealth Advisors
Texas
$428
M
424
MOTCO
Texas
$285
AWM
425
Abound Wealth Management
Tennessee
$143