456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ASN
301
Advisory Services Network
Georgia
$353K -$31.6K -185 -8%
Connor, Clark & Lunn Investment Management (CC&L)
302
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$348K -$206K -1,207 -37%
CCM
303
Carlson Capital Management
Minnesota
$343K -$1.03K -6 -0.3%
BFEC
304
Benjamin F. Edwards & Company
Missouri
$342K +$7.87K +46 +2%
WDA
305
Wendell David Associates
New Hampshire
$340K
GAG
306
GM Advisory Group
New York
$339K
RWM
307
RKL Wealth Management
Pennsylvania
$332K +$342 +2 +0.1%
CAG
308
Csenge Advisory Group
Florida
$321K -$17.6K -103 -5%
GT
309
Glenmede Trust
Pennsylvania
$314K -$3.08K -18 -1%
SC
310
Savant Capital
Illinois
$312K +$2.74K +16 +0.9%
OLVIG
311
Oliver Lagore Vanvalin Investment Group
Michigan
$308K
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$307K +$40.5K +237 +15%
VIA
313
Virtus Investment Advisers
Connecticut
$306K -$10.4K -61 -3%
FNBT
314
FineMark National Bank & Trust
Florida
$299K +$2.22K +13 +0.7%
OSAM
315
O'Shaughnessy Asset Management
Connecticut
$294K +$8.55K +50 +3%
MA
316
Mutual Advisors
Nebraska
$293K -$8.72K -51 -3%
AIM
317
Anchor Investment Management
South Carolina
$289K -$6.84K -40 -2%
FC
318
Forte Capital
New York
$285K
RCAG
319
Rehmann Capital Advisory Group
Michigan
$278K -$3.76K -22 -1%
PFBT
320
Parkside Financial Bank & Trust
Missouri
$274K
QCM
321
Qsemble Capital Management
New York
$274K +$274K +1,600 New
APA
322
Astoria Portfolio Advisors
New York
$273K +$28.7K +170 +12%
VFA
323
Valeo Financial Advisors
Indiana
$264K
OC
324
Oppenheimer & Co
New York
$263K -$122K -711 -32%
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$257K +$6.33K +37 +3%