414 hedge funds and large institutions have $4.85B invested in HEICO in 2022 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 133 increasing their positions, 153 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-18
Holders Change %
-4.17%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
133
Reduced
153
Closed
52
Calls
$24M
Puts
$13M
Net Calls
+$11M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Shares
Change %
UB
376
UMB Bank
Missouri
$12K
C
377
Covestor
United Kingdom
$12K
Skandinaviska Enskilda Banken (SEB)
378
Skandinaviska Enskilda Banken (SEB)
Sweden
$12K +$12K +94 New
VCM
379
Vigilant Capital Management
Maine
$10K +$10K +80 New
TWC
380
TD Waterhouse Canada
Ontario, Canada
$8.39K
TWA
381
TCI Wealth Advisors
Arizona
$8K
GFPC
382
Global Financial Private Client
Florida
$7.6K
HFS
383
Hantz Financial Services
Michigan
$7K -$177K -1,262 -96%
BIA
384
Bell Investment Advisors
California
$7K +$7K +53 New
EI
385
Ellevest Inc
New York
$6K -$250 -2 -4%
HR
386
Howe & Rusling
New York
$6K
AWM
387
Avior Wealth Management
Nebraska
$6K
LC
388
Lindbrook Capital
California
$6K +$522 +4 +10%
OCM
389
Orion Capital Management
California
$5K
WBC
390
West Branch Capital
Massachusetts
$5K
SPIA
391
Steward Partners Investment Advisory
New York
$5K +$5K +35 New
CA
392
Crewe Advisors
Utah
$5K +$5K +37 New
HI
393
Harbour Investments
Wisconsin
$5K +$5K +41 New
MCC
394
Money Concepts Capital
Florida
$4K -$375 -3 -9%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$4K +$2.82K +19 +238%
ZB
396
Zions Bancorporation
Utah
$3K
HGWM
397
Harvest Group Wealth Management
Massachusetts
$3K +$500 +3 +20%
EWA
398
EverSource Wealth Advisors
Alabama
$2K
DCM
399
Davidson Capital Management
Texas
$2K
SCA
400
Stonebridge Capital Advisors
Minnesota
$2K