340 hedge funds and large institutions have $3.2B invested in HEICO in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+15
Holders Change %
+4.62%
% of All Funds
7.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
54
Increased
109
Reduced
121
Closed
37
Calls
$1.51M
Puts
$3.13M
Net Calls
-$1.62M
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
301
West Oak Capital
California
$38K +$14.3K +150 +60%
PMFA
302
Plante Moran Financial Advisors
Michigan
$35K +$574 +6 +2%
BWM
303
Baystate Wealth Management
Massachusetts
$34K
BCA
304
Berman Capital Advisors
Georgia
$31K
CB
305
CNB Bank
Pennsylvania
$30K
VCM
306
Versant Capital Management
Arizona
$29K
PCA
307
Peddock Capital Advisors
Massachusetts
$28K
CFA
308
Carroll Financial Associates
North Carolina
$25K
BWM
309
BerganKDV Wealth Management
Minnesota
$23K -$9.16K -96 -28%
QCG
310
Quadrant Capital Group
Ohio
$23K +$23K +252 New
GWM
311
Geneos Wealth Management
Colorado
$20K
PCG
312
Private Capital Group
Connecticut
$19K -$6.59K -68 -26%
RA
313
Rational Advisors
New York
$19K
TRCT
314
Tower Research Capital (TRC)
New York
$19K +$14.3K +150 +306%
SIAS
315
Shine Investment Advisory Services
Colorado
$18K +$3.75K +40 +26%
RFC
316
Regions Financial Corp
Alabama
$17K
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$12K -$14.2K -102 -54%
CCA
318
Catalyst Capital Advisors
New York
$9K -$18K -200 -67%
S
319
SignatureFD
Georgia
$9K
GRP
320
Global Retirement Partners
California
$9K +$9K +100 New
PCM
321
Prelude Capital Management
New York
$8K -$76.7K -834 -91%
Simplex Trading
322
Simplex Trading
Illinois
$8K +$8K +90 New
PA
323
Parallel Advisors
California
$7K
LPWM
324
Lake Point Wealth Management
Texas
$7K
MFW
325
Mosaic Family Wealth
Missouri
$7K +$7K +71 New