517 hedge funds and large institutions have $7.3B invested in HEICO in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
62
Increased
174
Reduced
174
Closed
34
Calls
$49.5M
Puts
$12.1M
Net Calls
+$37.4M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
326
Bleakley Financial Group
New Jersey
$411K +$1.72K +9 +0.4%
SW
327
Simplicity Wealth
New Jersey
$411K +$411K +2,154 New
Wealthfront Advisers
328
Wealthfront Advisers
California
$408K -$26.5K -139 -6%
WDA
329
Wendell David Associates
New Hampshire
$404K
CWM
330
Connecticut Wealth Management
Connecticut
$396K -$4.39K -23 -1%
BAM
331
Belpointe Asset Management
Nevada
$393K +$393K +2,056 New
FCA
332
Fortis Capital Advisors
Kansas
$393K +$393K +2,056 New
EF
333
Empowered Funds
Pennsylvania
$388K +$388K +2,032 New
IIC
334
Integrated Investment Consultants
Michigan
$388K -$2.48K -13 -0.6%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$380K +$328K +1,926 +619%
MWM
336
Moran Wealth Management
Florida
$379K +$143K +750 +61%
GAG
337
GM Advisory Group
New York
$379K
FHB
338
First Hawaiian Bank
Hawaii
$372K -$14.7K -77 -4%
SC
339
Savant Capital
Illinois
$369K -$124K -650 -25%
RWM
340
RKL Wealth Management
Pennsylvania
$368K +$191 +1 +0.1%
CAM
341
Concorde Asset Management
Michigan
$367K -$7.45K -39 -2%
MFAM
342
Motley Fool Asset Management
Virginia
$362K -$11.5K -60 -3%
UCFA
343
United Capital Financial Advisors
Texas
$361K -$1.34K -7 -0.4%
ASN
344
Advisory Services Network
Georgia
$353K +$955 +5 +0.3%
SI
345
Stephens Inc
Arkansas
$351K +$17.4K +91 +5%
GT
346
Glenmede Trust
Pennsylvania
$349K -$6.11K -32 -2%
Cambridge Investment Research Advisors
347
Cambridge Investment Research Advisors
Iowa
$346K +$30.3K +159 +10%
CAG
348
Csenge Advisory Group
Florida
$344K -$1.15K -6 -0.3%
CWM
349
CIBC World Markets
New York
$342K +$109K +573 +47%
VIA
350
Virtus Investment Advisers
Connecticut
$342K