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 %
BWL
426
Bogart Wealth LLC
Virginia
$7.7K +$7.7K +45 New
HI
427
Harbour Investments
Wisconsin
$7.01K
WBC
428
West Branch Capital
Massachusetts
$6.84K
OCM
429
Orion Capital Management
California
$6.84K
JFA
430
JNBA Financial Advisors
Minnesota
$6.67K +$6.67K +39 New
AAG
431
Armstrong Advisory Group
Massachusetts
$5.99K +$5.99K +35 New
IA
432
IFP Advisors
Florida
$5.02K -$244K -2,622 -98%
Commonwealth Equity Services
433
Commonwealth Equity Services
Massachusetts
$4.61K +$270 +1,581 +6%
GWS
434
Glassman Wealth Services
Virginia
$3.25K +$513 +3 +19%
EI
435
Ellevest Inc
New York
$3.25K +$1.71K +10 +111%
CAL
436
Capital Advisors Ltd
Ohio
$3K +$900 +6 +43%
ZB
437
Zions Bancorporation
Utah
$2.91K -$1.03K -6 -26%
JWA
438
JFS Wealth Advisors
Pennsylvania
$2.91K +$171 +1 +6%
SC
439
Schubert & Co
Texas
$2.05K
SCA
440
Stonebridge Capital Advisors
Minnesota
$2.05K
HGWM
441
Harvest Group Wealth Management
Massachusetts
$1.88K -$342 -2 -15%
HH
442
HWG Holdings
Texas
$1.88K
ANBT
443
American National Bank & Trust
Texas
$1.71K
QC
444
Quent Capital
New York
$1.54K
BWM
445
Baystate Wealth Management
Massachusetts
$1.37K
LIM
446
Longfellow Investment Management
Massachusetts
$1.2K
MBFW
447
Morton Brown Family Wealth
Pennsylvania
$1.2K +$1.2K +7 New
AF
448
Advisornet Financial
Minnesota
$1.03K +$342 +2 +50%
HGERS
449
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +3 New
SIC
450
SJS Investment Consulting
Ohio
$856