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 %
WA
301
WealthTrust-Arizona
Arizona
$16K -$153 -2 -0.9%
GWM
302
Geneos Wealth Management
Colorado
$16K
RA
303
Rational Advisors
New York
$15K -$1.46M -19,500 -99%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$15K -$559 -7 -4%
RFC
305
Regions Financial Corp
Alabama
$14K -$4.83K -61 -26%
SIAS
306
Shine Investment Advisory Services
Colorado
$12K
Schroder Investment Management Group
307
Schroder Investment Management Group
United Kingdom
$9.49K +$7.02K +90,600 +285%
JA
308
JOYN Advisors
Georgia
$9K
S
309
SignatureFD
Georgia
$7K
CG
310
Cutler Group
California
$5K -$1.67K -25 -25%
PA
311
Parallel Advisors
California
$5K
ClearBridge Investments
312
ClearBridge Investments
New York
$5K +$5K +65 New
MIM
313
MetLife Investment Management
New Jersey
$4.11K
TRCT
314
Tower Research Capital (TRC)
New York
$4K -$60.3K -739 -94%
VNA
315
Valley National Advisers
Pennsylvania
$4K
LPWM
316
Lake Point Wealth Management
Texas
$4K +$4K +50 New
VFA
317
Valeo Financial Advisors
Indiana
$3K -$1.61K -23 -35%
HI
318
Hudock Inc
Pennsylvania
$3K
TWA
319
TCI Wealth Advisors
Arizona
$3K
OFW
320
Omnia Family Wealth
Florida
$2K
CAM
321
Cresset Asset Management
Illinois
$2K +$2K +25 New
SFSIG
322
San Francisco Sentry Investment Group
California
$1K +$1K +17 New
AAMU
323
Amundi Asset Management US
Massachusetts
$23 +$23 +300 New
GT
324
Glenmede Trust
Pennsylvania
$7 +$7 +101 New
Aberdeen Group
325
Aberdeen Group
United Kingdom
-$32.5M -350,517 Closed