423 hedge funds and large institutions have $4.34B invested in HEICO in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
143
Reduced
137
Closed
52
Calls
$13.6M
Puts
$13M
Net Calls
+$518K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
AB
301
Amalgamated Bank
New York
$276K -$9.07K -72 -3%
FNBT
302
FineMark National Bank & Trust
Florida
$269K -$2.52K -20 -0.9%
WCM Investment Management
303
WCM Investment Management
California
$269K +$15.6K +124 +6%
IIC
304
Integrated Investment Consultants
Michigan
$264K
Comerica Bank
305
Comerica Bank
Texas
$262K +$8.76K +63 +3%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$261K
FIA
307
FNY Investment Advisers
New York
$260K +$114K +905 +78%
CWP
308
CFM Wealth Partners
Texas
$258K -$20.3K -161 -7%
CPO
309
Cerity Partners OCIO
New York
$256K
FC
310
Forte Capital
New York
$252K -$630 -5 -0.2%
BFS
311
Bickling Financial Services
Massachusetts
$252K +$126 +1 +0.1%
OC
312
Oppenheimer & Co
New York
$251K
Macquarie Group
313
Macquarie Group
Australia
$249K
CCM
314
Carlson Capital Management
Minnesota
$249K
GAG
315
GM Advisory Group
New York
$249K +$126 +1 +0.1%
AIM
316
Anchor Investment Management
South Carolina
$246K -$13.5K -107 -5%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$246K
RWM
318
RKL Wealth Management
Pennsylvania
$246K +$126 +1 +0.1%
RIM
319
Redpoint Investment Management
Australia
$244K
HIA
320
Harbor Investment Advisory
Maryland
$243K
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$243K
Allianz Asset Management
322
Allianz Asset Management
Germany
$241K +$24.9K +198 +12%
HHAA
323
Henry H. Armstrong Associates
Pennsylvania
$239K +$239K +1,900 New
WDA
324
Wendell David Associates
New Hampshire
$230K +$12.3K +98 +6%
AQR Capital Management
325
AQR Capital Management
Connecticut
$226K -$492K -3,944 -69%