423 hedge funds and large institutions have $4.34B invested in HEICO in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
143
Reduced
137
Closed
52
Calls
$13.6M
Puts
$13M
Net Calls
+$518K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
LC
401
Lindbrook Capital
California
$6K -$682 -5 -10%
AWM
402
Avior Wealth Management
Nebraska
$6K
HR
403
Howe & Rusling
New York
$6K
SQA
404
Simon Quick Advisors
New Jersey
$6K
WAP
405
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +50 New
HI
406
Hudock Inc
Pennsylvania
$5K
HFA
407
HC Financial Advisors
California
$5K
EI
408
Ellevest Inc
New York
$4K
TWA
409
TCI Wealth Advisors
Arizona
$4K +$457 +4 +13%
LWM
410
Liberty Wealth Management
California
$3K
ZB
411
Zions Bancorporation
Utah
$3K
PGAM
412
Princeton Global Asset Management
New Jersey
$3K
SCA
413
Stonebridge Capital Advisors
Minnesota
$2K +$2K +12 New
GWS
414
Glassman Wealth Services
Virginia
$1K
APWM
415
Atlas Private Wealth Management
New York
$1K
LIM
416
Longfellow Investment Management
Massachusetts
$1K
APWA
417
Atlas Private Wealth Advisors
New Jersey
$1K +$200 +2 +25%
WCM
418
Wealthcare Capital Management
Virginia
$1K +$1K +6 New
AMC
419
Asset Management Corp
Illinois
$314
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$126
AIG
421
American International Group
New York
$115 -$13 -104 -10%
Lord, Abbett & Co
422
Lord, Abbett & Co
New Jersey
-$55.3M -417,771 Closed
Select Equity Group
423
Select Equity Group
New York
-$37.6M -283,723 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
424
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$21.5M -162,409 Closed
HAM
425
HHR Asset Management
New Jersey
-$16.1M -121,595 Closed