496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
376
Benjamin Edwards Inc
Missouri
$218K +$1.07K +6 +0.5%
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$216K +$216K +1,208 New
PCIA
378
Prime Capital Investment Advisors
Kansas
$214K +$214K +1,196 New
IC
379
IEQ Capital
California
$213K -$257K -1,435 -55%
TW
380
TrinityPoint Wealth
Connecticut
$213K +$213K +1,191 New
AIM
381
Anchor Investment Management
South Carolina
$203K -$11.1K -62 -5%
JFG
382
Jefferies Financial Group
New York
$203K +$203K +1,136 New
SFA
383
Sequoia Financial Advisors
Ohio
$202K +$202K +1,129 New
BFA
384
Beaumont Financial Advisors
Massachusetts
$200K +$200K +1,120 New
VWM
385
Venturi Wealth Management
Texas
$198K +$358 +2 +0.2%
S
386
SignatureFD
Georgia
$182K +$10.7K +60 +6%
VI
387
Vestcor Inc
New Brunswick, Canada
$180K -$4.83K -27 -3%
Nisa Investment Advisors
388
Nisa Investment Advisors
Missouri
$179K
HWM
389
HighMark Wealth Management
Minnesota
$162K
SAM
390
Smartleaf Asset Management
Massachusetts
$160K +$160K +893 New
WCM Investment Management
391
WCM Investment Management
California
$158K +$58.9K +329 +59%
CF
392
Centaurus Financial
California
$158K -$11.5K -64 -7%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$156K +$4.11K +23 +3%
PS
394
Principal Securities
Iowa
$154K +$154K +860 New
OCM
395
Osterweis Capital Management
California
$143K
GIA
396
GHP Investment Advisors
Colorado
$141K
HFS
397
Hantz Financial Services
Michigan
$138K -$8.07K -45 -6%
Macquarie Group
398
Macquarie Group
Australia
$138K
AIG
399
American International Group
New York
$130K -$3.4K -19 -3%
CFFP
400
Center for Financial Planning
Michigan
$125K