397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CFFP
326
Center for Financial Planning
Michigan
$108K
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$102K +$46.4K +352 +83%
Vontobel Holding
328
Vontobel Holding
Switzerland
$91K
VI
329
Vestcor Inc
New Brunswick, Canada
$85K -$11.4K -86 -12%
AIG
330
American International Group
New York
$82K -$8.45K -64 -9%
NICM
331
Neo Ivy Capital Management
New York
$77K +$77K +768 New
PMFA
332
Plante Moran Financial Advisors
Michigan
$75K +$12.9K +98 +21%
Macquarie Group
333
Macquarie Group
Australia
$73K
S
334
SignatureFD
Georgia
$70K
SO
335
STRS Ohio
Ohio
$64K -$1.05M -7,942 -94%
IA
336
IFP Advisors
Florida
$63K +$10.2K +78 +19%
First Manhattan
337
First Manhattan
New York
$61K
FHA
338
First Horizon Advisors
Tennessee
$60K -$655 -5 -1%
HL
339
Harding Loevner
New Jersey
$55K
WOC
340
West Oak Capital
California
$53K
Koshinski Asset Management
341
Koshinski Asset Management
Illinois
$50.5K +$50.5K +383 New
BCA
342
Berman Capital Advisors
Georgia
$50K
HNB
343
Huntington National Bank
Ohio
$50K +$2.49K +19 +5%
BAM
344
Barrett Asset Management
New York
$49K
VCM
345
Vigilant Capital Management
Maine
$48K
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K
DFCM
347
Dark Forest Capital Management
Puerto Rico
$48K +$48K +362 New
BWM
348
Baystate Wealth Management
Massachusetts
$44K
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1K +$32.1K +244 New
PA
350
Parallel Advisors
California
$32K +$10.1K +77 +46%