451 hedge funds and large institutions have $4.03B invested in HEICO in 2019 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 144 increasing their positions, 149 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+22
Holders Change %
+5.13%
% of All Funds
8.91%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.06%
New
81
Increased
144
Reduced
149
Closed
48
Calls
$20.6M
Puts
$49.1M
Net Calls
-$28.5M
Net Calls Change
-$9.08M
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
426
ICW Investment Advisors
Arizona
$11K +$11K +96 New
AF
427
Allworth Financial
California
$10K
BBHC
428
Brown Brothers Harriman & Co
New York
$9K -$5.18K -46 -37%
FANJ
429
Financial Architects (New Jersey)
New Jersey
$9K
BAMG
430
Brand Asset Management Group
Missouri
$9K
FWM
431
FSA Wealth Management
Massachusetts
$9K +$9K +80 New
GWM
432
Geneos Wealth Management
Colorado
$8K -$14K -135 -64%
VAIA
433
Virtus Alternative Investment Advisers
Connecticut
$8K +$8K +67 New
RA
434
Rational Advisors
New York
$7K -$16.3K -140 -70%
GFPC
435
Global Financial Private Client
Florida
$6.51K +$6.51K +57 New
LPWM
436
Lake Point Wealth Management
Texas
$6K +$6K +50 New
VNA
437
Valley National Advisers
Pennsylvania
$6K +$6K +55 New
HI
438
Hudock Inc
Pennsylvania
$5K
TWA
439
TCI Wealth Advisors
Arizona
$4K -$1.11K -10 -22%
MF
440
Manchester Financial
California
$4K +$4K +33 New
Rockefeller Capital Management
441
Rockefeller Capital Management
New York
$4K +$4K +33 New
VFA
442
Valeo Financial Advisors
Indiana
$3K
LC
443
Lindbrook Capital
California
$3K +$3K +22 New
SFSIG
444
San Francisco Sentry Investment Group
California
$2K
SCA
445
Stonebridge Capital Advisors
Minnesota
$2K
CAW
446
Cornerstone Advisors (Washington)
Washington
$2K +$375 +3 +23%
First Manhattan
447
First Manhattan
New York
$1K
WT
448
Whittier Trust
California
$1K
APWM
449
Atlas Private Wealth Management
New York
$1K +$1K +10 New
Lord, Abbett & Co
450
Lord, Abbett & Co
New Jersey
-$52.2M -418,348 Closed