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 %
EWA
351
Exencial Wealth Advisors
Oklahoma
$206K +$206K +1,206 New
TW
352
TrinityPoint Wealth
Connecticut
$204K -$39K -228 -16%
ONB
353
Old National Bancorp
Indiana
$204K -$28.9K -169 -12%
ETC
354
Exchange Traded Concepts
Oklahoma
$192K +$192K +1,123 New
VWM
355
Venturi Wealth Management
Texas
$191K +$191K +1,116 New
HWM
356
HighMark Wealth Management
Minnesota
$186K +$186K +1,086 New
Twin Tree Management
357
Twin Tree Management
Texas
$182K +$182K +1,065 New
CFB
358
Cullen/Frost Bankers
Texas
$181K
VI
359
Vestcor Inc
New Brunswick, Canada
$177K
CF
360
Centaurus Financial
California
$171K -$10.3K -60 -6%
Nisa Investment Advisors
361
Nisa Investment Advisors
Missouri
$171K
HFS
362
Hantz Financial Services
Michigan
$157K +$135K +785 +604%
S
363
SignatureFD
Georgia
$143K +$4.79K +28 +3%
OCM
364
Osterweis Capital Management
California
$137K +$137K +801 New
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K -$515K -3,012 -79%
GIA
366
GHP Investment Advisors
Colorado
$135K
Allianz Asset Management
367
Allianz Asset Management
Germany
$135K -$495K -2,893 -79%
WCM Investment Management
368
WCM Investment Management
California
$126K +$2.05K +12 +2%
CFFP
369
Center for Financial Planning
Michigan
$125K -$15.1K -88 -11%
O
370
Ossiam
France
$122K +$25.8K +151 +27%
Carson Wealth (CWM LLC)
371
Carson Wealth (CWM LLC)
Nebraska
$122K -$684 -4 -0.6%
UFF
372
USA Financial Formulas
Michigan
$119K +$119K +695 New
AIG
373
American International Group
New York
$112K -$3.08K -18 -3%
SS
374
Sunbelt Securities
Texas
$109K +$109K +643 New
Macquarie Group
375
Macquarie Group
Australia
$93K