473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
376
Venturi Wealth Management
Texas
$196K -$1.59K -9 -0.8%
ETC
377
Exchange Traded Concepts
Oklahoma
$195K -$3.89K -22 -2%
KI
378
Kapitalo Investimentos
Brazil
$186K +$186K +1,054 New
VI
379
Vestcor Inc
New Brunswick, Canada
$183K
Nisa Investment Advisors
380
Nisa Investment Advisors
Missouri
$177K
CF
381
Centaurus Financial
California
$168K -$7.94K -45 -5%
HWM
382
HighMark Wealth Management
Minnesota
$160K -$32.2K -182 -17%
HFS
383
Hantz Financial Services
Michigan
$152K -$9.72K -55 -6%
S
384
SignatureFD
Georgia
$143K -$4.78K -27 -3%
OCM
385
Osterweis Capital Management
California
$142K
AIG
386
American International Group
New York
$141K +$24.8K +140 +21%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$140K +$14.1K +80 +11%
GIA
389
GHP Investment Advisors
Colorado
$135K
WCM Investment Management
390
WCM Investment Management
California
$131K
CFFP
391
Center for Financial Planning
Michigan
$130K
SS
392
Sunbelt Securities
Texas
$129K +$15.2K +86 +13%
TPCW
393
TD Private Client Wealth
New York
$101K +$12.2K +69 +14%
PMFA
394
Plante Moran Financial Advisors
Michigan
$94K +$3.01K +17 +3%
Macquarie Group
395
Macquarie Group
Australia
$93.4K -$2.83K -16 -3%
CI Investments Inc
396
CI Investments Inc
Ontario, Canada
$87K +$1.77K +10 +2%
HIA
397
Harbor Investment Advisory
Maryland
$84.9K
CSS
398
Cubist Systematic Strategies
Connecticut
$83.7K -$7.72M -43,623 -99%
UFF
399
USA Financial Formulas
Michigan
$80.3K -$42.6K -241 -35%
CFB
400
Cullen/Frost Bankers
Texas
$75.9K -$112K -632 -60%