466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
251
Congress Wealth Management
Massachusetts
$661K -$32.7K -202 -5%
LIM
252
Lagoda Investment Management
New York
$656K +$8.1K +50 +1%
FFM
253
Forum Financial Management
Illinois
$653K
BCIM
254
British Columbia Investment Management
British Columbia, Canada
$642K
JF
255
Jump Financial
Illinois
$629K -$5.68M -35,072 -90%
CA
256
Cetera Advisors
Colorado
$624K +$20.9K +129 +3%
Cambridge Investment Research Advisors
257
Cambridge Investment Research Advisors
Iowa
$619K +$370K +2,285 +149%
BWM
258
Baron Wealth Management
Michigan
$616K +$8.58K +53 +1%
AssetMark Inc
259
AssetMark Inc
California
$615K +$99.1K +612 +19%
LPAM
260
Lodestar Private Asset Management
California
$607K -$37.7K -233 -6%
GW
261
GW & Wade
Massachusetts
$594K -$28.6K -177 -5%
OCBCO
262
Oversea-Chinese Banking Corp (OCBC)
Singapore
$593K +$593K +3,659 New
TWC
263
TD Waterhouse Canada
Ontario, Canada
$585K +$176K +1,042 +43%
MSRPS
264
Maryland State Retirement & Pension System
Maryland
$577K
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$555K -$32.8K -204 -6%
Robeco Institutional Asset Management
266
Robeco Institutional Asset Management
Netherlands
$552K
CFGS
267
Concourse Financial Group Securities
Alabama
$549K -$146K -899 -21%
Teacher Retirement System of Texas
268
Teacher Retirement System of Texas
Texas
$547K +$12.1K +75 +2%
TPM
269
Triasima Portfolio Management
Quebec, Canada
$546K -$625K -3,860 -53%
EAM
270
Erste Asset Management
Austria
$545K
D.E. Shaw & Co
271
D.E. Shaw & Co
New York
$544K -$1.31M -8,106 -71%
DekaBank Deutsche Girozentrale
272
DekaBank Deutsche Girozentrale
Germany
$535K +$12.8K +80 +2%
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$520K -$1.62K -10 -0.3%
DAM
274
Diamant Asset Management
Connecticut
$519K
DFCM
275
Dark Forest Capital Management
Puerto Rico
$513K +$109K +675 +27%