466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Shares
Change %
MM
351
MQS Management
New York
$217K -$10.7K -66 -5%
API
352
Advisor Partners II
California
$217K +$23K +142 +12%
IWC
353
Integrated Wealth Concepts
Massachusetts
$213K +$7.61K +47 +4%
PMAM
354
Picton Mahoney Asset Management
Ontario, Canada
$210K
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$210K
PCS
356
Personal CFO Solutions
New Jersey
$208K -$24.3K -150 -10%
IIC
357
Ironwood Investment Counsel
Arizona
$208K
EL
358
Essex LLC
Illinois
$205K +$10.5K +65 +5%
PIA
359
Powell Investment Advisors
Florida
$201K
MA
360
Montag & Associates
Georgia
$200K
BEI
361
Benjamin Edwards Inc
Missouri
$197K
AIM
362
Anchor Investment Management
South Carolina
$194K -$3.24K -20 -2%
DGAM
363
Desjardins Global Asset Management
Quebec, Canada
$191K +$191K +1,358 New
VWM
364
Venturi Wealth Management
Texas
$179K
VI
365
Vestcor Inc
New Brunswick, Canada
$167K
Nisa Investment Advisors
366
Nisa Investment Advisors
Missouri
$162K
S
367
SignatureFD
Georgia
$155K +$24.5K +151 +19%
CF
368
Centaurus Financial
California
$153K -$970 -6 -0.6%
HWM
369
HighMark Wealth Management
Minnesota
$146K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$138K +$9.25K +57 +7%
HFS
371
Hantz Financial Services
Michigan
$132K -$7.29K -45 -5%
GIA
372
GHP Investment Advisors
Colorado
$130K
OCM
373
Osterweis Capital Management
California
$130K
Macquarie Group
374
Macquarie Group
Australia
$125K +$39K +241 +46%
AIG
375
American International Group
New York
$120K -$8.42K -52 -7%