260 hedge funds and large institutions have $2.2B invested in HEICO in 2017 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 76 increasing their positions, 82 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+24
Holders Change %
+10.17%
% of All Funds
5.91%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
54
Increased
76
Reduced
82
Closed
28
Calls
$3.32M
Puts
$5.75M
Net Calls
-$2.42M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
226
Proficio Capital Partners
Massachusetts
$49K +$25.3K +524 +107%
BWM
227
Baystate Wealth Management
Massachusetts
$38K +$38K +957 New
MSA
228
Marino Stram & Associates
Massachusetts
$37K +$37K +770 New
WA
229
WealthTrust-Arizona
Arizona
$26K
PHK
230
Point72 Hong Kong
Hong Kong
$26K +$25.5K +537 +5,370%
AssetMark Inc
231
AssetMark Inc
California
$20K -$18K -473 -47%
AIL
232
AGF Investments LLC
Ontario, Canada
$20K +$9.42K +195 +89%
SWM
233
SeaCrest Wealth Management
New York
$20K +$20K +414 New
VCM
234
Versant Capital Management
Arizona
$19K
PCA
235
Peddock Capital Advisors
Massachusetts
$18K
PMFA
236
Plante Moran Financial Advisors
Michigan
$18K +$641 +13 +4%
CFA
237
Carroll Financial Associates
North Carolina
$16K
GWM
238
Geneos Wealth Management
Colorado
$16K
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$15K +$1.09K +23 +8%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +305 New
BTIS
241
BB&T Investment Services
North Carolina
$14K +$6.29K +137 +82%
EWM
242
Evercore Wealth Management
New York
$11K
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$9K
SIAS
244
Shine Investment Advisory Services
Colorado
$9K +$9K +191 New
WOC
245
West Oak Capital
California
$7.55K +$7.55K +156 New
GT
246
Glenmede Trust
Pennsylvania
$7K
PA
247
Parallel Advisors
California
$6K
BBHC
248
Brown Brothers Harriman & Co
New York
$6K +$6K +121 New
BL
249
Balentine LLC
Georgia
$4K
GRP
250
Global Retirement Partners
California
$3K -$15.3K -327 -84%