456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
C
376
Covestor
United Kingdom
$90K +$7.19K +42 +9%
PMFA
377
Plante Moran Financial Advisors
Michigan
$87.9K +$171 +1 +0.2%
TPCW
378
TD Private Client Wealth
New York
$86.2K +$11.1K +65 +15%
HIA
379
Harbor Investment Advisory
Maryland
$82.1K
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$82K -$1.02K -6 -1%
PPC
381
Park Place Capital
Alabama
$72.7K
JFGIW
382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.4K
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$62.3K +$20.5K +120 +49%
SWM
384
Spire Wealth Management
Virginia
$61.4K
JWM
385
Janiczek Wealth Management
Colorado
$60.4K +$3.87K +23 +7%
TIM
386
Tortoise Investment Management
New York
$60.1K
MC
387
Machina Capital
France
$56.1K +$56.1K +328 New
OAM
388
Ostrum Asset Management
France
$53K +$53K +310 New
BAM
389
Belpointe Asset Management
Nevada
$50.3K +$6.85K +40 +16%
FHA
390
First Horizon Advisors
Tennessee
$48.2K -$5.13K -30 -10%
AF
391
Allworth Financial
California
$46K +$684 +4 +2%
TFM
392
TFC Financial Management
Massachusetts
$45.2K
HT
393
Headlands Technologies
Illinois
$42.6K +$42.6K +249 New
PA
394
Parallel Advisors
California
$39.3K +$171 +1 +0.4%
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$37.8K +$3.08K +18 +9%
EWA
396
EverSource Wealth Advisors
Alabama
$36.8K
First Manhattan
397
First Manhattan
New York
$36.6K
HNB
398
Huntington National Bank
Ohio
$33.7K +$855 +5 +3%
Kayne Anderson Rudnick Investment Management
399
Kayne Anderson Rudnick Investment Management
California
$33.4K
AS
400
Altshuler Shaham
Israel
$29.9K -$6.5K -38 -18%