423 hedge funds and large institutions have $4.34B invested in HEICO in 2021 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 137 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
423
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
7.45%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
59
Increased
143
Reduced
137
Closed
52
Calls
$13.6M
Puts
$13M
Net Calls
+$518K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Shares
Change %
Holocene Advisors
451
Holocene Advisors
New York
-$228K -1,725 Closed
IRF
452
IBM Retirement Fund
New York
-$221K -1,667 Closed
CWM
453
Calamos Wealth Management
Illinois
-$218K -1,644 Closed
LNWWM
454
Laird Norton Wetherby Wealth Management
California
-$213K -1,607 Closed
ONB
455
Old National Bancorp
Indiana
-$201K -1,516 Closed
RG
456
Rathbones Group
United Kingdom
-$200K -1,514 Closed
ASN
457
Advisory Services Network
Georgia
-$177K -1,337 Closed
TI
458
tru Independence
Oregon
-$126 -948 Closed
PCA
459
Peddock Capital Advisors
Massachusetts
-$39K -296 Closed
CAAS
460
Capital Asset Advisory Services
Michigan
-$21K -160 Closed
RPWA
461
Regent Peak Wealth Advisors
Georgia
-$17K -125 Closed
CG
462
Cutler Group
California
-$11K -84 Closed
CTC
463
Central Trust Company
Missouri
-$9K -70 Closed
PWPS
464
Pinnacle Wealth Planning Services
Ohio
-$9K -68 Closed
TVWM
465
Tower View Wealth Management
Wisconsin
-$7K -56 Closed
VAIA
466
Virtus Alternative Investment Advisers
Connecticut
-$7K -52 Closed
BBHC
467
Brown Brothers Harriman & Co
New York
-$5K -40 Closed
BSSFA
468
Baron Silver Stevens Financial Advisors
Florida
-$4K -33 Closed
HFS
469
Hantz Financial Services
Michigan
-$4K -27 Closed
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$3K -21 Closed
EFSCE
471
Enterprise Financial Services Corp (EFSC)
Missouri
-$1K -6 Closed