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 %
TFM
426
TFC Financial Management
Massachusetts
$47.2K
NS
427
NBC Securities
Alabama
$46K
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$43.6K
SWM
429
Spire Wealth Management
Virginia
$42.9K
CT
430
Colonial Trust
South Carolina
$42.8K
QCG
431
Quadrant Capital Group
Ohio
$41K +$13.8K +77 +51%
Fifth Third Bancorp
432
Fifth Third Bancorp
Ohio
$36.3K
Kayne Anderson Rudnick Investment Management
433
Kayne Anderson Rudnick Investment Management
California
$34.9K
PA
434
Parallel Advisors
California
$30.7K -$4.66K -26 -13%
FHA
435
First Horizon Advisors
Tennessee
$27.7K -$12.5K -70 -31%
PI
436
PEAK6 Investments
Illinois
$27.4K +$27.4K +153 New
RIL
437
Rothschild Investment LLC
Illinois
$27K +$27K +151 New
TC
438
Truvestments Capital
Florida
$25.9K
PGAM
439
Princeton Global Asset Management
New Jersey
$24.9K
WT
440
Whittier Trust
California
$24.7K -$1.25K -7 -5%
VCM
441
Versant Capital Management
Arizona
$24.5K
LC
442
Lindbrook Capital
California
$24.1K +$8.41K +47 +53%
PTC
443
Private Trust Company
Ohio
$23.1K
WOC
444
West Oak Capital
California
$19K
SPIA
445
Steward Partners Investment Advisory
New York
$18.4K
DCP
446
DSM Capital Partners
Florida
$18.1K +$18.1K +101 New
NA
447
NewEdge Advisors
Louisiana
$17.9K +$896 +5 +5%
AFS
448
Annapolis Financial Services
Maryland
$17.7K
FFA
449
Farther Finance Advisors
California
$17K +$16.1K +90 +1,800%
UB
450
UMB Bank
Missouri
$15.9K