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 %
SF
326
Synovus Financial
Georgia
$257K
SP
327
Symmetry Partners
Connecticut
$248K
IWC
328
Integrated Wealth Concepts
Massachusetts
$245K +$245K +1,433 New
MCM
329
MAI Capital Management
Ohio
$242K +$2.91K +17 +1%
Luther King Capital Management (LKCM)
330
Luther King Capital Management (LKCM)
Texas
$242K
Ensign Peak Advisors
331
Ensign Peak Advisors
Utah
$239K
WEG
332
World Equity Group
Illinois
$239K +$239K +8,599 New
ESCM
333
Echo Street Capital Management
New York
$238K -$149K -874 -39%
PCS
334
Personal CFO Solutions
New Jersey
$237K +$9.24K +54 +4%
FCP
335
Fidelis Capital Partners
Florida
$237K +$3.74K +22 +2%
BAMF
336
BI Asset Management Fondsmaeglerselskab
Denmark
$235K -$2.06K -12 -0.9%
PMAM
337
Picton Mahoney Asset Management
Ontario, Canada
$234K +$10.2K +60 +5%
GT
338
Greenleaf Trust
Michigan
$234K +$2.91K +17 +1%
CWM
339
Calamos Wealth Management
Illinois
$233K
BEI
340
Benjamin Edwards Inc
Missouri
$228K +$29.9K +175 +15%
XT
341
XTX Topco
Cayman Islands
$228K -$353K -2,065 -61%
MSFP
342
Mark Sheptoff Financial Planning
Connecticut
$221K
DA
343
Duality Advisers
Florida
$221K -$1.22M -7,147 -85%
Manulife (Manufacturers Life Insurance)
344
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218K +$218K +1,275 New
PIA
345
Powell Investment Advisors
Florida
$212K +$212K +1,239 New
MA
346
Montag & Associates
Georgia
$212K -$66.2K -387 -24%
EWM
347
Endurance Wealth Management
Rhode Island
$211K
HHGA
348
Halbert Hargrove Global Advisors
California
$209K +$209K +1,222 New
AMCA
349
Arthur M. Cohen & Associates
Illinois
$209K +$209K +1,220 New
SI
350
Stephens Inc
Arkansas
$207K +$207K +1,213 New