466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Shares
Change %
C
401
Covestor
United Kingdom
$47K -$3.88K -24 -8%
TFM
402
TFC Financial Management
Massachusetts
$42.8K
NS
403
NBC Securities
Alabama
$42K +$42K +260 New
CT
404
Colonial Trust
South Carolina
$39.9K +$13.2K +79 +49%
MPWT
405
MassMutual Private Wealth & Trust
Connecticut
$39.5K -$17.8K -110 -31%
SWM
406
Spire Wealth Management
Virginia
$39.3K -$162 -1 -0.4%
FHA
407
First Horizon Advisors
Tennessee
$36.4K -$3.4K -21 -9%
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$32.9K -$6.48K -40 -16%
PA
409
Parallel Advisors
California
$32K -$7.63K -47 -19%
Kayne Anderson Rudnick Investment Management
410
Kayne Anderson Rudnick Investment Management
California
$31.6K
QCG
411
Quadrant Capital Group
Ohio
$24.6K -$1.13K -7 -4%
TC
412
Truvestments Capital
Florida
$23.5K
Group One Trading
413
Group One Trading
Illinois
$23.5K +$23.5K +145 New
WT
414
Whittier Trust
California
$23.5K +$1.62K +10 +7%
PGAM
415
Princeton Global Asset Management
New Jersey
$22.5K +$22.5K +139 New
VCM
416
Versant Capital Management
Arizona
$22.2K
PTC
417
Private Trust Company
Ohio
$20.9K
WOC
418
West Oak Capital
California
$18K
SPIA
419
Steward Partners Investment Advisory
New York
$16.7K
AFS
420
Annapolis Financial Services
Maryland
$16K
RTC
421
Riverview Trust Company
Washington
$15.9K
NA
422
NewEdge Advisors
Louisiana
$15.4K
UB
423
UMB Bank
Missouri
$14.4K
LC
424
Lindbrook Capital
California
$14.3K +$5.99K +37 +73%
GFPC
425
Global Financial Private Client
Florida
$9.18K