397 hedge funds and large institutions have $4.62B invested in HEICO in 2021 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 146 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.97%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
32
Increased
146
Reduced
125
Closed
52
Calls
$26M
Puts
$3.25M
Net Calls
+$22.8M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
376
Lindbrook Capital
California
$6K -$857 -6 -13%
HR
377
Howe & Rusling
New York
$6K
HFA
378
HC Financial Advisors
California
$6K
AWM
379
Avior Wealth Management
Nebraska
$6K
TWA
380
TCI Wealth Advisors
Arizona
$6K +$1K +7 +20%
WBC
381
West Branch Capital
Massachusetts
$5K
HI
382
Hudock Inc
Pennsylvania
$5K
BIA
383
Bell Investment Advisors
California
$5K +$5K +39 New
OCM
384
Orion Capital Management
California
$5K +$5K +40 New
EI
385
Ellevest Inc
New York
$4K
BA
386
Bellwether Advisors
Nebraska
$4K +$4K +37 New
ZB
387
Zions Bancorporation
Utah
$3K
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
PCTC
389
Perkins Coie Trust Company
Washington
$3K
SCA
390
Stonebridge Capital Advisors
Minnesota
$2K -$2K -12 -50%
GWS
391
Glassman Wealth Services
Virginia
$1K
CWP
392
Concord Wealth Partners
Virginia
$1K
LIM
393
Longfellow Investment Management
Massachusetts
$1K
AssetMark Inc
394
AssetMark Inc
California
$1K +$1K +4 New
Nisa Investment Advisors
395
Nisa Investment Advisors
Missouri
$132
CBT
396
Capital Bank & Trust
California
-$29.2M -209,593 Closed
Baillie Gifford & Co
397
Baillie Gifford & Co
United Kingdom
-$25M -179,346 Closed
CM
398
Churchill Management
California
-$7.76M -55,666 Closed
Two Sigma Investments
399
Two Sigma Investments
New York
-$6.67M -47,862 Closed
Manulife (Manufacturers Life Insurance)
400
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$6.67M -47,860 Closed