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 %
MSA
276
Marino Stram & Associates
Massachusetts
$48K
HNB
277
Huntington National Bank
Ohio
$47K
EWM
278
Executive Wealth Management
Michigan
$43K +$43K +556 New
ER
279
Enlightenment Research
Florida
$39K +$39K +500 New
TFA
280
Transamerica Financial Advisors
Florida
$38K -$11.9K -150 -24%
FHA
281
First Horizon Advisors
Tennessee
$35K
HL
282
Harding Loevner
New Jersey
$34K +$17.4K +222 +105%
PFO
283
Pathstone Family Office
New Jersey
$30K +$30K +399 New
PMFA
284
Plante Moran Financial Advisors
Michigan
$28K +$544 +7 +2%
Macquarie Group
285
Macquarie Group
Australia
$27K +$23.8K +308 +751%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$26K -$8.38K -108 -24%
BWM
287
BerganKDV Wealth Management
Minnesota
$26K
BWM
288
Baystate Wealth Management
Massachusetts
$26K +$79 +1 +0.3%
BCA
289
Berman Capital Advisors
Georgia
$26K +$26K +336 New
IA
290
IFP Advisors
Florida
$24K -$221K -2,937 -90%
CB
291
CNB Bank
Pennsylvania
$24K +$24K +316 New
CCA
292
Catalyst Capital Advisors
New York
$23K -$2.3M -30,000 -99%
PCA
293
Peddock Capital Advisors
Massachusetts
$23K
VCM
294
Versant Capital Management
Arizona
$23K
PCG
295
Private Capital Group
Connecticut
$20K
CFA
296
Carroll Financial Associates
North Carolina
$20K
WOC
297
West Oak Capital
California
$19.4K
Ninety One (UK)
298
Ninety One (UK)
United Kingdom
$19K
BG
299
Bollard Group
Massachusetts
$19K
NFG
300
Next Financial Group
Texas
$18K +$2.87K +37 +19%