496 hedge funds and large institutions have $6.84B invested in HEICO in 2023 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 153 increasing their positions, 158 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
+30
Holders Change %
+6.44%
% of All Funds
7.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
79
Increased
153
Reduced
158
Closed
44
Calls
$40.9M
Puts
$17.8M
Net Calls
+$23.1M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OLVIG
401
Oliver Lagore Vanvalin Investment Group
Michigan
$125K
GI
402
GAMMA Investing
California
$104K +$104K +581 New
SS
403
Sunbelt Securities
Texas
$104K -$18.4K -103 -15%
PMFA
404
Plante Moran Financial Advisors
Michigan
$96.6K +$895 +5 +0.9%
AF
405
Advisornet Financial
Minnesota
$91.2K
BTI
406
Blue Trust Inc
Georgia
$89K +$87.5K +536 +5,956%
SWS
407
SYSTM Wealth Solutions
Illinois
$86K +$86K +481 New
HIA
408
Harbor Investment Advisory
Maryland
$85.9K
TPCW
409
TD Private Client Wealth
New York
$81K -$20.2K -113 -20%
C
410
Covestor
United Kingdom
$74K +$21.7K +121 +42%
TRCT
411
Tower Research Capital (TRC)
New York
$71.4K -$477K -2,664 -87%
BL
412
Balentine LLC
Georgia
$70.5K +$70.5K +394 New
JWM
413
Janiczek Wealth Management
Colorado
$70.1K -$9.84K -55 -12%
PVH
414
Psagot Value Holdings
Israel
$70K +$70K +391 New
PPC
415
Park Place Capital
Alabama
$69.9K -$3.4K -19 -5%
HI
416
Harbour Investments
Wisconsin
$65.6K +$4.65K +26 +8%
CPG
417
Cornerstone Planning Group
New Jersey
$60.1K
HNB
418
Huntington National Bank
Ohio
$59.2K -$25K -140 -30%
First Manhattan
419
First Manhattan
New York
$56.2K
FDCDDQ
420
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.6K -$26.3K -147 -32%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$54K -$36.4K -204 -40%
TIM
422
Tortoise Investment Management
New York
$53.8K
UM
423
UniSuper Management
Australia
$53.7K
AF
424
Allworth Financial
California
$50.4K -$1.61K -9 -3%
TFIPS
425
Towarzystwo Funduszy Inwestycyjnych PZU SA
$50.1K +$50.1K +280 New