432 hedge funds and large institutions have $5.8B invested in HEICO in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 132 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
150
Reduced
132
Closed
37
Calls
$13.9M
Puts
$13.6M
Net Calls
+$222K
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
301
Benjamin F. Edwards & Company
Missouri
$300K
BFS
302
Bickling Financial Services
Massachusetts
$292K +$307 +2 +0.1%
EWA
303
Exencial Wealth Advisors
Oklahoma
$284K -$11.2K -73 -4%
OLVIG
304
Oliver Lagore Vanvalin Investment Group
Michigan
$276K +$276K +1,800 New
RI
305
Redwood Investments
Massachusetts
$275K +$2.46K +16 +0.9%
SC
306
Savant Capital
Illinois
$274K -$922 -6 -0.3%
WDA
307
Wendell David Associates
New Hampshire
$267K -$58.5K -381 -18%
FNBT
308
FineMark National Bank & Trust
Florida
$266K
BC
309
Bridgefront Capital
Texas
$265K +$265K +1,725 New
IA
310
IFP Advisors
Florida
$262K +$217K +2,314 +486%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$256K +$3.38K +22 +1%
OC
312
Oppenheimer & Co
New York
$256K +$7.06K +46 +3%
MA
313
Montag & Associates
Georgia
$250K
LNWWM
314
Laird Norton Wetherby Wealth Management
California
$247K -$12.4K -81 -5%
CA
315
Cetera Advisors
Colorado
$243K +$21K +137 +9%
BAM
316
Bruderman Asset Management
New York
$241K +$153 +1 +0.1%
SOS
317
Silver Oak Securities
Tennessee
$241K +$241K +1,602 New
FC
318
Forte Capital
New York
$240K
RCAG
319
Rehmann Capital Advisory Group
Michigan
$238K +$2.3K +15 +1%
CAAS
320
Capital Asset Advisory Services
Michigan
$237K -$60.2K -393 -20%
MIM
321
MetLife Investment Management
New Jersey
$236K +$236K +1,540 New
DS
322
Dudley & Shanley
Florida
$236K
TPA
323
Trivium Point Advisory
Connecticut
$236K +$22.3K +146 +10%
EL
324
Essex LLC
Illinois
$233K -$3.85K -25 -2%
SF
325
Synovus Financial
Georgia
$230K