289 hedge funds and large institutions have $2.64B invested in HEICO in 2018 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 137 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
289
Holders Change
+22
Holders Change %
+8.24%
% of All Funds
6.63%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
47
Increased
89
Reduced
137
Closed
24
Calls
$4.89M
Puts
$3.13M
Net Calls
+$1.76M
Net Calls Change
-$787K
Name Holding Trade Value Shares
Change
Shares
Change %
PMFA
251
Plante Moran Financial Advisors
Michigan
$25K +$3K +41 +14%
BWM
252
BerganKDV Wealth Management
Minnesota
$25K +$25K +337 New
PCIA
253
Prime Capital Investment Advisors
Kansas
$25K +$25K +346 New
BWM
254
Baystate Wealth Management
Massachusetts
$24K +$4.76K +65 +25%
ICM
255
IMS Capital Management
Oregon
$23K +$23K +312 New
RFC
256
Regions Financial Corp
Alabama
$22K -$323K -4,414 -94%
VCM
257
Versant Capital Management
Arizona
$22K -$502 -7 -2%
PCA
258
Peddock Capital Advisors
Massachusetts
$22K
WA
259
WealthTrust-Arizona
Arizona
$21K -$9.81K -134 -32%
SWM
260
SeaCrest Wealth Management
New York
$21K -$729 -10 -3%
CFA
261
Carroll Financial Associates
North Carolina
$19K -$143 -2 -0.7%
WOC
262
West Oak Capital
California
$18.2K
BG
263
Bollard Group
Massachusetts
$18K +$18K +250 New
CLM
264
ClearBridge LLC (Maryland)
Maryland
$17.9K -$3.14K -43,009 -15%
RFA
265
Reilly Financial Advisors
California
$17K -$73 -1 -0.4%
HL
266
Harding Loevner
New Jersey
$15K -$71 -1 -0.5%
PCG
267
Private Capital Group
Connecticut
$13K -$70 -1 -0.5%
HI
268
Harrington Investments
California
$13K
GWM
269
Geneos Wealth Management
Colorado
$12K -$31.3K -444 -72%
SIAS
270
Shine Investment Advisory Services
Colorado
$11K -$72 -1 -0.7%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$11K
JA
272
JOYN Advisors
Georgia
$9K -$74 -1 -0.8%
S
273
SignatureFD
Georgia
$7K -$154 -2 -2%
PA
274
Parallel Advisors
California
$7K -$137 -2 -2%
Acadian Asset Management
275
Acadian Asset Management
Massachusetts
$7K -$71 -1 -1%