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 %
SF
351
Synovus Financial
Georgia
$268K
EGA
352
Eagle Global Advisors
Texas
$264K +$264K +1,477 New
RCAG
353
Rehmann Capital Advisory Group
Michigan
$263K
SP
354
Symmetry Partners
Connecticut
$259K
IWC
355
Integrated Wealth Concepts
Massachusetts
$257K +$22K +123 +9%
Luther King Capital Management (LKCM)
356
Luther King Capital Management (LKCM)
Texas
$253K
FNBT
357
FineMark National Bank & Trust
Florida
$250K
FCP
358
Fidelis Capital Partners
Florida
$249K
CWM
359
Calamos Wealth Management
Illinois
$243K
RI
360
Redwood Investments
Massachusetts
$242K -$3.44M -19,231 -93%
TAM
361
Tocqueville Asset Management
New York
$241K
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$239K +$239K +1,335 New
D.E. Shaw & Co
363
D.E. Shaw & Co
New York
$233K -$368K -2,057 -61%
DPAM
364
Degroof Petercam Asset Management
Belgium
$233K +$233K +1,300 New
MSFP
365
Mark Sheptoff Financial Planning
Connecticut
$232K
SG Americas Securities
366
SG Americas Securities
New York
$231K -$1.12M -6,287 -83%
DGAM
367
Desjardins Global Asset Management
Quebec, Canada
$230K +$16.8K +107 +8%
AAS
368
Avantax Advisory Services
Texas
$228K +$228K +1,273 New
PMAM
369
Picton Mahoney Asset Management
Ontario, Canada
$226K -$6.28K -35 -3%
EL
370
Essex LLC
Illinois
$224K -$1.79K -10 -0.8%
PIA
371
Powell Investment Advisors
Florida
$222K
MA
372
Montag & Associates
Georgia
$221K
MWM
373
Moran Wealth Management
Florida
$221K +$221K +1,235 New
AMCA
374
Arthur M. Cohen & Associates
Illinois
$218K +$218K +1,220 New
CWM
375
CIBC World Markets
New York
$218K +$218K +1,219 New