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 %
SNBOSD
426
Security National Bank of So Dak
Iowa
$206K +$206K +920 New
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$205K -$19K -85 -8%
BFA
428
Beaumont Financial Advisors
Massachusetts
$204K -$46.1K -206 -18%
MA
429
MONECO Advisors
Connecticut
$203K +$203K +909 New
HWM
430
HighMark Wealth Management
Minnesota
$202K
FT
431
Fiduciary Trust
Massachusetts
$200K +$200K +895 New
CF
432
Corebridge Financial
Texas
$196K +$196K +877 New
GI
433
GAMMA Investing
California
$191K +$27.1K +121 +16%
GIA
434
GHP Investment Advisors
Colorado
$177K
Macquarie Group
435
Macquarie Group
Australia
$172K -$5.37K -24 -3%
OLVIG
436
Oliver Lagore Vanvalin Investment Group
Michigan
$157K
OCM
437
Osterweis Capital Management
California
$150K -$26.8K -120 -15%
CF
438
Centaurus Financial
California
$150K -$41.6K -186 -22%
FCMT
439
Founders Capital Management (Texas)
Texas
$138K +$138K +619 New
RIM
440
Rakuten Investment Management
Japan
$137K +$50.8K +224 +59%
CT
441
Colonial Trust
South Carolina
$131K +$78K +349 +146%
IA
442
IFP Advisors
Florida
$130K +$53K +237 +69%
OAM
443
Ostrum Asset Management
France
$126K -$556K -2,488 -81%
PMFA
444
Plante Moran Financial Advisors
Michigan
$124K +$3.35K +15 +3%
CI Investments Inc
445
CI Investments Inc
Ontario, Canada
$118K +$37.7K +168 +47%
AF
446
Advisornet Financial
Minnesota
$113K
HIA
447
Harbor Investment Advisory
Maryland
$107K
HFS
448
Hantz Financial Services
Michigan
$100K -$38.2K -170 -28%
SS
449
Sunbelt Securities
Texas
$100K -$17K -76 -15%
MG
450
Mather Group
Illinois
$97K +$94.9K +497 +4,518%