547 hedge funds and large institutions have $8.68B invested in HEICO in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+30
Holders Change %
+5.8%
% of All Funds
7.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
92
Increased
182
Reduced
183
Closed
55
Calls
$26.7M
Puts
$22.1M
Net Calls
+$4.61M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SLWA
351
San Luis Wealth Advisors
California
$404K +$404K +1,806 New
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$400K +$26.8K +120 +7%
VIA
353
Virtus Investment Advisers
Connecticut
$400K
MFAM
354
Motley Fool Asset Management
Virginia
$398K -$20.7K -94 -5%
TSS
355
Two Sigma Securities
New York
$395K +$395K +1,766 New
SSA
356
Schonfeld Strategic Advisors
New York
$392K -$556K -2,486 -59%
TRCT
357
Tower Research Capital (TRC)
New York
$390K +$313K +1,399 +406%
IIC
358
Integrated Investment Consultants
Michigan
$388K
CAG
359
Csenge Advisory Group
Florida
$385K -$17.7K -79 -4%
FA
360
FDx Advisors
Illinois
$378K -$1.02M -4,549 -73%
MA
361
Mutual Advisors
Nebraska
$374K -$475 -2 -0.1%
Cambridge Investment Research Advisors
362
Cambridge Investment Research Advisors
Iowa
$371K -$34.7K -155 -9%
PAM
363
Panagora Asset Management
Massachusetts
$370K -$796K -3,561 -68%
CCM
364
Coldstream Capital Management
Washington
$361K +$4.25K +19 +1%
CWM
365
Calamos Wealth Management
Illinois
$349K +$44.7K +200 +15%
ALAM
366
Asahi Life Asset Management
Japan
$349K +$349K +1,560 New
VFA
367
Valeo Financial Advisors
Indiana
$346K -$894 -4 -0.3%
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$345K +$5.02K +22 +1%
OAC
369
OMERS Administration Corp
Ontario, Canada
$340K +$340K +1,520 New
FC
370
Forte Capital
New York
$338K
SF
371
Synovus Financial
Georgia
$335K
MA
372
Montag & Associates
Georgia
$335K +$57.9K +259 +21%
EGA
373
Eagle Global Advisors
Texas
$327K -$44.7K -200 -12%
SP
374
Symmetry Partners
Connecticut
$324K
OC
375
Oppenheimer & Co
New York
$324K -$8.05K -36 -2%