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 %
SPC
326
Sigma Planning Corp
Michigan
$226K
NIPH
327
NN Investment Partners Holdings
Netherlands
$226K +$25.1K +200 +13%
SC
328
Savant Capital
Illinois
$225K +$225K +1,789 New
Caisse de Depot et Placement du Quebec (CDPQ)
329
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$223K -$1.76K -14 -0.8%
CWM
330
Connecticut Wealth Management
Connecticut
$220K -$2.52K -20 -1%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$216K -$504 -4 -0.2%
PAM
332
Panagora Asset Management
Massachusetts
$214K -$91.6K -729 -30%
WANY
333
Wealthspire Advisors (New York)
New York
$212K
AGM
334
Alpine Global Management
New York
$203K +$203K +1,615 New
MHS
335
M Holdings Securities
Oregon
$200K +$200K +1,591 New
Cerity Partners
336
Cerity Partners
New York
$200K +$200K +1,593 New
MA
337
Montag & Associates
Georgia
$195K
CF
338
Centaurus Financial
California
$182K
PFBT
339
Parkside Financial Bank & Trust
Missouri
$180K -$8.4K -67 -4%
MSFP
340
Mark Sheptoff Financial Planning
Connecticut
$163K -$147K -1,170 -47%
RE
341
RBC Europe
United Kingdom
$161K -$44.7K -355 -22%
RA
342
Rational Advisors
New York
$156K +$156K +1,241 New
TPCW
343
TD Private Client Wealth
New York
$155K +$5.79K +46 +4%
EWM
344
Endurance Wealth Management
Rhode Island
$155K +$155K +1,236 New
FCM
345
Firestone Capital Management
Florida
$139K +$4.66K +37 +3%
CFB
346
Cullen/Frost Bankers
Texas
$138K
APA
347
American Portfolios Advisors
New York
$129K +$28.9K +230 +29%
LIM
348
Lagoda Investment Management
New York
$120K +$9.47K +75 +9%
CFFP
349
Center for Financial Planning
Michigan
$103K
CFA
350
Carroll Financial Associates
North Carolina
$100K