496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCMO
301
Buckingham Capital Management (Ohio)
Ohio
$435K +$8.94K +50 +2%
Bessemer Group
302
Bessemer Group
New Jersey
$432K -$38.1M -213,263 -99%
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$432K +$158K +881 +58%
MLL
304
Moody Lynn & Lieberson
Massachusetts
$428K +$10.7K +60 +3%
EI
305
Ethic Inc
New York
$418K -$12.7K -71 -3%
LWM
306
LJI Wealth Management
Indiana
$417K
CM
307
Capula Management
Cayman Islands
$411K +$411K +2,295 New
Wealthfront Advisers
308
Wealthfront Advisers
California
$407K +$7.51K +42 +2%
NWMG
309
National Wealth Management Group
Ohio
$393K +$393K +2,197 New
VF
310
Virtu Financial
New York
$392K +$392K +2,190 New
CW
311
Connectus Wealth
Ohio
$388K +$388K +2,171 New
SS
312
Simplicity Solutions
Minnesota
$384K +$384K +2,145 New
BFG
313
Bleakley Financial Group
New Jersey
$384K +$384K +2,145 New
VA
314
Vident Advisory
Georgia
$382K +$382K +2,134 New
WDA
315
Wendell David Associates
New Hampshire
$378K +$894 +5 +0.2%
CWM
316
Connecticut Wealth Management
Connecticut
$375K +$5.72K +32 +2%
PFBT
317
Parkside Financial Bank & Trust
Missouri
$366K +$29.3K +164 +9%
IIC
318
Integrated Investment Consultants
Michigan
$366K
FHB
319
First Hawaiian Bank
Hawaii
$363K -$41.7K -233 -10%
Teacher Retirement System of Texas
320
Teacher Retirement System of Texas
Texas
$360K -$245K -1,370 -41%
GAG
321
GM Advisory Group
New York
$355K
CAM
322
Concorde Asset Management
Michigan
$351K -$2.86K -16 -0.8%
MFAM
323
Motley Fool Asset Management
Virginia
$350K -$36K -201 -9%
RWM
324
RKL Wealth Management
Pennsylvania
$345K
KAS
325
KPP Advisory Services
Kentucky
$340K +$22.2K +124 +7%