432 hedge funds and large institutions have $5.8B invested in HEICO in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 132 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
150
Reduced
132
Closed
37
Calls
$13.9M
Puts
$13.6M
Net Calls
+$222K
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NR
351
Newfound Research
Massachusetts
$132K -$9.37K -61 -7%
CFFP
352
Center for Financial Planning
Michigan
$126K
Carson Wealth (CWM LLC)
353
Carson Wealth (CWM LLC)
Nebraska
$126K +$48.4K +316 +62%
GIA
354
GHP Investment Advisors
Colorado
$121K +$121K +789 New
BEI
355
Benjamin Edwards Inc
Missouri
$117K +$116K +753 +8,367%
Group One Trading
356
Group One Trading
Illinois
$107K +$107K +700 New
VI
357
Vestcor Inc
New Brunswick, Canada
$105K +$23.1K +151 +28%
Nomura Holdings
358
Nomura Holdings
Japan
$104K -$4.77M -30,425 -98%
SFO
359
Standard Family Office
South Dakota
$101K +$101K +657 New
S
360
SignatureFD
Georgia
$91K -$7.56K -49 -8%
AIG
361
American International Group
New York
$91K -$1.23K -8 -1%
PWC
362
PYA Waltman Capital
Tennessee
$77K
PMFA
363
Plante Moran Financial Advisors
Michigan
$74K +$459 +3 +0.6%
First Manhattan
364
First Manhattan
New York
$71K
TPCW
365
TD Private Client Wealth
New York
$68.5K -$145K -942 -68%
CIBC Private Wealth Group
366
CIBC Private Wealth Group
Georgia
$61K +$61K +400 New
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$59.7K +$7.37K +48 +14%
JFGIW
368
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K
HL
369
Harding Loevner
New Jersey
$56K
TIM
370
Tortoise Investment Management
New York
$54K
BWM
371
Baystate Wealth Management
Massachusetts
$52K
Northwestern Mutual Wealth Management
372
Northwestern Mutual Wealth Management
Wisconsin
$50K -$20.6K -134 -29%
JWM
373
Janiczek Wealth Management
Colorado
$50K +$19K +122 +61%
WOC
374
West Oak Capital
California
$46K
AG
375
AIA Group
Hong Kong
$41K +$41K +266 New