325 hedge funds and large institutions have $2.68B invested in HEICO in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 99 increasing their positions, 111 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
7.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
60
Increased
99
Reduced
111
Closed
65
Calls
$1.15M
Puts
$2.91M
Net Calls
-$1.76M
Net Calls Change
+$638K
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$144K -$24.3K -314 -14%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$144K +$852 +11 +0.6%
DWM
253
Doyle Wealth Management
Florida
$138K +$138K +1,778 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$133K -$3.87K -50 -3%
RE
255
RBC Europe
United Kingdom
$132K
FANJ
256
Financial Architects (New Jersey)
New Jersey
$129K -$1.24K -16 -0.9%
CAL
257
Capital Advisors Ltd
Ohio
$120K
FHA
258
Flagship Harbor Advisors
Massachusetts
$119K +$9.08K +118 +8%
MOS
259
MGO One Seven
Ohio
$103K +$103K +1,338 New
PI
260
PEAK6 Investments
Illinois
$88K -$25.3K -326 -22%
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88K +$88K +1,141 New
NWM
262
Northwest Wealth Management
Iowa
$86K
NAMA
263
Nikko Asset Management Americas
New York
$76K +$51.2K +660 +207%
APA
264
American Portfolios Advisors
New York
$74.5K -$2.56K -33 -3%
TCOV
265
Trust Company of Vermont
Vermont
$73K +$26.4K +340 +57%
IIM
266
Ipswich Investment Management
Massachusetts
$73K +$73K +937 New
AIG
267
American International Group
New York
$72K
PCM
268
Prelude Capital Management
New York
$71K -$20.6K -267 -22%
PHK
269
Point72 Hong Kong
Hong Kong
$69K +$69K +895 New
First Manhattan
270
First Manhattan
New York
$66K +$66K +858 New
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$66K +$66K +860 New
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$65K
PCP
273
Proficio Capital Partners
Massachusetts
$63K
RFA
274
Reilly Financial Advisors
California
$60K +$41.9K +541 +232%
TF
275
Tompkins Financial
New York
$54K