517 hedge funds and large institutions have $7.3B invested in HEICO in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 174 increasing their positions, 174 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
+21
Holders Change %
+4.23%
% of All Funds
7.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
62
Increased
174
Reduced
174
Closed
34
Calls
$49.5M
Puts
$12.1M
Net Calls
+$37.4M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FCP
376
Fidelis Capital Partners
Florida
$266K
TAM
377
Tocqueville Asset Management
New York
$265K +$6.69K +35 +3%
CWM
378
Calamos Wealth Management
Illinois
$260K
RI
379
Redwood Investments
Massachusetts
$256K -$2.1K -11 -0.8%
Simplex Trading
380
Simplex Trading
Illinois
$254K +$254K +1,331 New
DPAM
381
Degroof Petercam Asset Management
Belgium
$248K
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$247K
BEI
383
Benjamin Edwards Inc
Missouri
$242K +$9.15K +48 +4%
PIA
384
Powell Investment Advisors
Florida
$237K
MA
385
Montag & Associates
Georgia
$236K
Mercer Global Advisors
386
Mercer Global Advisors
Colorado
$234K +$234K +1,225 New
AMCA
387
Arthur M. Cohen & Associates
Illinois
$233K
EA
388
Emerald Advisers
Pennsylvania
$231K +$231K +1,208 New
EL
389
Essex LLC
Illinois
$230K -$9.55K -50 -4%
IC
390
IEQ Capital
California
$230K +$2.29K +12 +1%
PCIA
391
Prime Capital Investment Advisors
Kansas
$230K +$1.53K +8 +0.7%
DS
392
DRW Securities
Illinois
$229K +$229K +1,200 New
TW
393
TrinityPoint Wealth
Connecticut
$228K
PCMH
394
Polymer Capital Management (HK)
Hong Kong
$225K +$225K +1,180 New
QCM
395
QRG Capital Management
Illinois
$225K +$225K +1,176 New
NA
396
NewEdge Advisors
Louisiana
$220K +$201K +1,052 +1,052%
BFA
397
Beaumont Financial Advisors
Massachusetts
$214K
AIM
398
Anchor Investment Management
South Carolina
$213K -$3.82K -20 -2%
Teacher Retirement System of Texas
399
Teacher Retirement System of Texas
Texas
$213K -$172K -898 -45%
VWM
400
Venturi Wealth Management
Texas
$212K +$191 +1 +0.1%