423 hedge funds and large institutions have $4.34B invested in HEICO in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
143
Reduced
137
Closed
52
Calls
$13.6M
Puts
$13M
Net Calls
+$518K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
376
Geneos Wealth Management
Colorado
$27K +$27K +193 New
TFM
377
TFC Financial Management
Massachusetts
$25K
PCG
378
Private Capital Group
Connecticut
$25K
AWA
379
Arkadios Wealth Advisors
Georgia
$21K
HI
380
Harbour Investments
Wisconsin
$21K +$21K +166 New
WT
381
Whittier Trust
California
$20K +$2.91K +23 +17%
PA
382
Parallel Advisors
California
$19K +$1.85K +15 +11%
KFP
383
KB Financial Partners
New Jersey
$19K +$19K +148 New
VCM
384
Versant Capital Management
Arizona
$18K
MF
385
Manchester Financial
California
$17K +$4.8K +39 +39%
CI Investments Inc
386
CI Investments Inc
Ontario, Canada
$16K -$5.74K -47 -26%
QCG
387
Quadrant Capital Group
Ohio
$15K +$641 +5 +4%
SFS
388
Sowell Financial Services
Arkansas
$14K
FF
389
FourThought Financial
Florida
$14K
GRP
390
Global Retirement Partners
California
$13K
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$12K
JWM
392
Janiczek Wealth Management
Colorado
$11K -$3.07K -24 -22%
AF
393
Allworth Financial
California
$11K
ETC
394
Exchange Traded Concepts
Oklahoma
$10K -$12.7K -103 -56%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
395
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K -$361 -3 -3%
BAMG
396
Brand Asset Management Group
Missouri
$10K
MAM
397
Meeder Asset Management
Ohio
$9K
GFPC
398
Global Financial Private Client
Florida
$7.3K
WPA
399
West Paces Advisors
Georgia
$7.17K +$7.17K +57 New
VNA
400
Valley National Advisers
Pennsylvania
$7K