547 hedge funds and large institutions have $8.68B invested in HEICO in 2024 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 182 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
+30
Holders Change %
+5.8%
% of All Funds
7.96%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
92
Increased
182
Reduced
183
Closed
55
Calls
$26.7M
Puts
$22.1M
Net Calls
+$4.61M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
401
Symphony Financial
Texas
$239K +$239K +1,052 New
FCM
402
Firestone Capital Management
Florida
$238K
PFMU
403
Privium Fund Management (UK)
United Kingdom
$238K +$238K +1,062 New
MCM
404
MAI Capital Management
Ohio
$236K -$894 -4 -0.4%
SFA
405
Sequoia Financial Advisors
Ohio
$235K +$235K +1,053 New
CPC
406
Cookson Peirce & Co
Pennsylvania
$232K +$232K +1,038 New
WA
407
Waverly Advisors
Alabama
$228K +$228K +1,021 New
VI
408
Vestcor Inc
New Brunswick, Canada
$225K
BPA
409
Beacon Pointe Advisors
California
$225K +$225K +1,006 New
AC
410
AXQ Capital
New Jersey
$224K +$224K +1,002 New
Nisa Investment Advisors
411
Nisa Investment Advisors
Missouri
$224K
CSI
412
Cross Staff Investments
New York
$224K +$224K +1,000 New
TMAM
413
Tokio Marine Asset Management
Japan
$224K +$224K +1,000 New
S
414
SignatureFD
Georgia
$223K +$6.04K +27 +3%
IWC
415
Integrated Wealth Concepts
Massachusetts
$221K -$89.8K -402 -29%
EWA
416
Exencial Wealth Advisors
Oklahoma
$218K +$218K +977 New
JWCA
417
J.W. Cole Advisors
Florida
$218K +$218K +973 New
KWM
418
Kingsview Wealth Management
Oregon
$218K +$218K +973 New
ODIJL
419
One Day In July LLC
Vermont
$217K +$217K +972 New
PMAM
420
Picton Mahoney Asset Management
Ontario, Canada
$215K -$14.5K -65 -6%
Wolverine Trading
421
Wolverine Trading
Illinois
$215K -$119K -534 -36%
SAF
422
Smith Anglin Financial
Texas
$213K +$213K +952 New
IMCOOI
423
Investment Management Corp of Ontario (IMCO)
Canada
$212K +$212K +949 New
QWM
424
Quadcap Wealth Management
Texas
$210K +$210K +939 New
SCTC
425
Sanibel Captiva Trust Company
Florida
$206K +$206K +923 New