473 hedge funds and large institutions have $6.74B invested in HEICO in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 127 increasing their positions, 182 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+17
Holders Change %
+3.73%
% of All Funds
7.46%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
127
Reduced
182
Closed
32
Calls
$32M
Puts
$20M
Net Calls
+$11.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
426
Truvestments Capital
Florida
$25.7K
VCM
427
Versant Capital Management
Arizona
$24.2K
WT
428
Whittier Trust
California
$23.9K -$5.13K -29 -18%
PTC
429
Private Trust Company
Ohio
$22.8K
WOC
430
West Oak Capital
California
$19.5K
SPIA
431
Steward Partners Investment Advisory
New York
$18.2K
AFS
432
Annapolis Financial Services
Maryland
$17.5K
RTC
433
Riverview Trust Company
Washington
$17.3K
NA
434
NewEdge Advisors
Louisiana
$16.8K
UB
435
UMB Bank
Missouri
$15.7K
BF
436
BOK Financial
Oklahoma
$14.2K
ADL
437
Asset Dedication LLC
California
$13K +$13K +75 New
GFPC
438
Global Financial Private Client
Florida
$10K
BIA
439
Bell Investment Advisors
California
$9.91K -$531 -3 -5%
WTC
440
WhitTier Trust Company
Nevada
$9.91K
IA
441
IFP Advisors
Florida
$9.56K
LC
442
Lindbrook Capital
California
$9.02K +$354 +2 +4%
TWM
443
Tradition Wealth Management
Minnesota
$9K
AWM
444
Avior Wealth Management
Nebraska
$8.85K
IA
445
IFS Advisors
Kansas
$8.85K +$8.85K +50 New
RTL
446
Red Tortoise LLC
Georgia
$8.67K
MDCM
447
Morgan Dempsey Capital Management
Wisconsin
$8.32K
BWL
448
Bogart Wealth LLC
Virginia
$7.96K
CTWM
449
Cherry Tree Wealth Management
Minnesota
$7.79K +$7.79K +44 New
WBC
450
West Branch Capital
Massachusetts
$7.08K