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 %
TPCW
451
TD Private Client Wealth
New York
$93.7K -$224 -1 -0.2%
Canada Pension Plan Investment Board
452
Canada Pension Plan Investment Board
Ontario, Canada
$91.7K -$412K -1,843 -82%
PPC
453
Park Place Capital
Alabama
$87.4K
HI
454
Harbour Investments
Wisconsin
$86.1K +$9.84K +44 +13%
C
455
Covestor
United Kingdom
$85K +$8.77K +39 +12%
AF
456
Allworth Financial
California
$82.3K +$12.4K +56 +18%
JWM
457
Janiczek Wealth Management
Colorado
$81.4K -$3.35K -15 -4%
HNB
458
Huntington National Bank
Ohio
$80.7K -$2.01K -9 -2%
GWP
459
Gen-Wealth Partners
Michigan
$80.1K +$80.1K +358 New
FWA
460
FSC Wealth Advisors
New York
$72.7K +$72.7K +325 New
SWM
461
Spire Wealth Management
Virginia
$70K -$12.1K -54 -15%
NS
462
NBC Securities
Alabama
$68K
TIM
463
Tortoise Investment Management
New York
$67.3K
ANBT
464
American National Bank & Trust
Texas
$66K +$66K +295 New
TFM
465
TFC Financial Management
Massachusetts
$59.3K
PS
466
Principal Securities
Iowa
$58.8K
TFIPS
467
Towarzystwo Funduszy Inwestycyjnych PZU SA
$58.1K -$33.5K -150 -37%
PTC
468
Private Trust Company
Ohio
$57.7K +$26.2K +117 +83%
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$56.1K
SPIA
470
Steward Partners Investment Advisory
New York
$54.8K
CFFP
471
Center for Financial Planning
Michigan
$52.1K +$52.1K +233 New
QCG
472
Quadrant Capital Group
Ohio
$51.4K +$671 +3 +1%
Bank Julius Baer & Co
473
Bank Julius Baer & Co
Switzerland
$49.2K +$49.2K +198 New
National Bank of Canada
474
National Bank of Canada
Quebec, Canada
$45.7K +$8.38K +38 +22%
NC
475
nVerses Capital
Florida
$44.7K -$201K -900 -82%