432 hedge funds and large institutions have $5.8B invested in HEICO in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 150 increasing their positions, 132 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
+21
Holders Change %
+5.11%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
62
Increased
150
Reduced
132
Closed
37
Calls
$13.9M
Puts
$13.6M
Net Calls
+$222K
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
401
HC Financial Advisors
California
$6K
LC
402
Lindbrook Capital
California
$6K
OCM
403
Orion Capital Management
California
$6K
FAG
404
Fortitude Advisory Group
Washington
$6K
HH
405
HWG Holdings
Texas
$6K +$4.17K +25 +227%
BA
406
Bellwether Advisors
Nebraska
$5K
MCC
407
Money Concepts Capital
Florida
$5K +$5K +35 New
SWM
408
Selective Wealth Management
Virginia
$4K -$15.5K -93 -79%
ZB
409
Zions Bancorporation
Utah
$4K
SC
410
Sierra Capital
Florida
$3K
AFG
411
Albion Financial Group
Utah
$3K +$3K +19 New
DCM
412
Davidson Capital Management
Texas
$2K -$1.24M -9,937 -100%
EWA
413
EverSource Wealth Advisors
Alabama
$2K
SCA
414
Stonebridge Capital Advisors
Minnesota
$2K
GWS
415
Glassman Wealth Services
Virginia
$2K
HGWM
416
Harvest Group Wealth Management
Massachusetts
$2K +$400 +3 +25%
JWA
417
JFS Wealth Advisors
Pennsylvania
$2K +$1.23K +8 +160%
IA
418
IndexIQ Advisors
New York
$2K +$2K +13 New
LIM
419
Longfellow Investment Management
Massachusetts
$1K
CWP
420
Concord Wealth Partners
Virginia
$1K
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$1K
ACK
422
Andrew C. Karlinski
$1K
SC
423
Schubert & Co
Texas
$1K
QC
424
Quent Capital
New York
$1K
DI
425
Disciplined Investments
Oklahoma
$1K +$1K +4 New