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 %
Aviva
351
Aviva
United Kingdom
$333K +$12.2K +64 +4%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$319K +$6.11K +32 +2%
ONB
353
Old National Bancorp
Indiana
$318K -$23.3K -122 -7%
VFA
354
Valeo Financial Advisors
Indiana
$317K +$819 +4 +0.3%
EGA
355
Eagle Global Advisors
Texas
$317K +$35.1K +184 +12%
HWAM
356
Hennion & Walsh Asset Management
New Jersey
$307K +$307K +1,608 New
CCM
357
Coldstream Capital Management
Washington
$304K +$304K +1,594 New
MA
358
Mutual Advisors
Nebraska
$301K +$1.72K +9 +0.6%
FC
359
Forte Capital
New York
$289K
SF
360
Synovus Financial
Georgia
$287K
Wolverine Trading
361
Wolverine Trading
Illinois
$286K -$522K -2,734 -65%
OC
362
Oppenheimer & Co
New York
$283K -$13.9K -73 -5%
CIA
363
Concurrent Investment Advisors
Florida
$282K -$24.1K -126 -8%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$281K +$29.2K +155 +12%
WAP
365
Wealthcare Advisory Partners
Pennsylvania
$280K -$6.49K -34 -2%
SP
366
Symmetry Partners
Connecticut
$277K
PP
367
Prudential plc
United Kingdom
$275K +$275K +1,440 New
AAS
368
Avantax Advisory Services
Texas
$275K +$31.3K +164 +13%
OQS
369
Occudo Quantitative Strategies
Florida
$274K -$278K -1,453 -50%
RCAG
370
Rehmann Capital Advisory Group
Michigan
$274K -$6.69K -35 -2%
Walleye Trading
371
Walleye Trading
New York
$273K +$273K +1,429 New
QWP
372
Quotient Wealth Partners
Texas
$272K -$71.6K -375 -21%
Luther King Capital Management (LKCM)
373
Luther King Capital Management (LKCM)
Texas
$270K
FNBT
374
FineMark National Bank & Trust
Florida
$267K
IWC
375
Integrated Wealth Concepts
Massachusetts
$266K -$8.6K -45 -3%