456 hedge funds and large institutions have $6.53B invested in HEICO in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 133 increasing their positions, 165 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+7
Holders Change %
+1.56%
% of All Funds
7.3%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
133
Reduced
165
Closed
41
Calls
$34.1M
Puts
$7.89M
Net Calls
+$26.2M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
401
Whittier Trust
California
$28.1K +$4.96K +29 +21%
CT
402
Colonial Trust
South Carolina
$27.2K
QCG
403
Quadrant Capital Group
Ohio
$27.2K -$3.08K -18 -10%
TC
404
Truvestments Capital
Florida
$24.8K
TRCT
405
Tower Research Capital (TRC)
New York
$24K +$6.13K +35 +34%
VCM
406
Versant Capital Management
Arizona
$23.4K
PTC
407
Private Trust Company
Ohio
$22.1K
WOC
408
West Oak Capital
California
$18.8K +$18.8K +110 New
SPIA
409
Steward Partners Investment Advisory
New York
$17.6K
AFS
410
Annapolis Financial Services
Maryland
$16.9K
RTC
411
Riverview Trust Company
Washington
$16.8K
NA
412
NewEdge Advisors
Louisiana
$16.3K -$25K -146 -61%
UB
413
UMB Bank
Missouri
$15.2K
BF
414
BOK Financial
Oklahoma
$13.7K +$13.7K +80 New
TWC
415
TD Waterhouse Canada
Ontario, Canada
$12.7K +$1.9K +11 +17%
BIA
416
Bell Investment Advisors
California
$10.1K +$513 +3 +5%
HFM
417
Harvest Fund Management
China
$10K
GFPC
418
Global Financial Private Client
Florida
$9.82K
TWA
419
TCI Wealth Advisors
Arizona
$9.75K +$342 +2 +4%
WTC
420
WhitTier Trust Company
Nevada
$9.58K -$342 -2 -3%
TWM
421
Tradition Wealth Management
Minnesota
$9K
AWM
422
Avior Wealth Management
Nebraska
$8.55K
LC
423
Lindbrook Capital
California
$8.38K -$2.05K -12 -20%
RTL
424
Red Tortoise LLC
Georgia
$8.38K
MDCM
425
Morgan Dempsey Capital Management
Wisconsin
$8.04K