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 %
BC
276
Barrett & Company
Rhode Island
$507K -$648 -4 -0.1%
SM
277
Sciencast Management
New Jersey
$501K +$501K +3,094 New
TRCT
278
Tower Research Capital (TRC)
New York
$496K +$167K +1,034 +51%
OAM
279
Ostrum Asset Management
France
$492K +$442K +2,730 +881%
CGA
280
Crescent Grove Advisors
Illinois
$486K
Simplex Trading
281
Simplex Trading
Illinois
$483K +$483K +2,987 New
HCM
282
Hengehold Capital Management
Ohio
$473K
Capstone Investment Advisors
283
Capstone Investment Advisors
New York
$471K +$471K +2,911 New
SRAM
284
Spouting Rock Asset Management
Pennsylvania
$467K
BG
285
Bahl & Gaynor
Ohio
$464K -$33K -204 -7%
CB
286
Commerce Bank
Missouri
$443K +$5.83K +36 +1%
BFS
287
Bradley Foster & Sargent
Connecticut
$442K
Prudential Financial
288
Prudential Financial
New Jersey
$430K -$19.4K -120 -4%
WS
289
Wedbush Securities
California
$429K -$3.56K -22 -0.8%
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$427K +$16.2K +100 +4%
CCM
291
Carlson Capital Management
Minnesota
$426K +$98.8K +610 +30%
IC
292
IEQ Capital
California
$426K +$17.2K +106 +4%
MIM
293
MetLife Investment Management
New Jersey
$419K +$162 +1 +0%
QI
294
Qtron Investments
Massachusetts
$404K -$82.3K -508 -17%
CC
295
Centiva Capital
New York
$398K -$161K -993 -29%
Manulife (Manufacturers Life Insurance)
296
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$397K +$193K +1,189 +94%
EI
297
Ethic Inc
New York
$390K +$390K +2,406 New
BCMO
298
Buckingham Capital Management (Ohio)
Ohio
$386K
MLL
299
Moody Lynn & Lieberson
Massachusetts
$378K -$647K -3,997 -63%
LWM
300
LJI Wealth Management
Indiana
$378K