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 %
UCFA
326
United Capital Financial Advisors
Texas
$339K +$339K +1,896 New
GT
327
Glenmede Trust
Pennsylvania
$332K +$2.33K +13 +0.7%
ASN
328
Advisory Services Network
Georgia
$329K -$21.8K -122 -6%
CAG
329
Csenge Advisory Group
Florida
$323K -$2.86K -16 -0.9%
QWP
330
Quotient Wealth Partners
Texas
$322K +$322K +1,798 New
VIA
331
Virtus Investment Advisers
Connecticut
$320K
ONB
332
Old National Bancorp
Indiana
$319K -$5.01K -28 -2%
OIA
333
OneDigital Investment Advisors
Kansas
$316K +$316K +1,766 New
SI
334
Stephens Inc
Arkansas
$312K +$312K +1,747 New
ACM
335
Avalon Capital Management
California
$307K +$62.1K +347 +25%
SCM
336
Semanteon Capital Management
Massachusetts
$304K +$304K +1,701 New
Aviva
337
Aviva
United Kingdom
$301K -$656K -3,668 -69%
CFGS
338
Concourse Financial Group Securities
Alabama
$299K -$307K -1,716 -51%
Cambridge Investment Research Advisors
339
Cambridge Investment Research Advisors
Iowa
$296K -$387K -2,165 -57%
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$293K +$3.22K +18 +1%
MM
341
MQS Management
New York
$288K +$48.5K +271 +20%
ET
342
Entropy Technologies
New York
$288K +$288K +1,610 New
CIA
343
Concurrent Investment Advisors
Florida
$287K +$287K +1,603 New
MA
344
Mutual Advisors
Nebraska
$280K -$537 -3 -0.2%
O
345
Ossiam
France
$280K
OC
346
Oppenheimer & Co
New York
$278K +$3.4K +19 +1%
VFA
347
Valeo Financial Advisors
Indiana
$277K
VI
348
Versor Investments
New York
$275K -$458K -2,560 -62%
FC
349
Forte Capital
New York
$270K
WAP
350
Wealthcare Advisory Partners
Pennsylvania
$269K