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 %
JWA
476
JFS Wealth Advisors
Pennsylvania
$3.22K +$179 +1 +6%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$3.04K -$2.86K -16 -48%
GWS
478
Glassman Wealth Services
Virginia
$3.04K
ZB
479
Zions Bancorporation
Utah
$3.04K
BGAI
480
Bruce G. Allen Investments
Colorado
$2.33K +$2.33K +13 New
CAL
481
Capital Advisors Ltd
Ohio
$2K
TFGT
482
TS Financial Group (TSFG)
Illinois
$2K
HH
483
HWG Holdings
Texas
$1.97K
QC
484
Quent Capital
New York
$1.61K
LIM
485
Longfellow Investment Management
Massachusetts
$1.25K
PIM
486
Plato Investment Management
Australia
$1.25K +$1.25K +7 New
SIC
487
SJS Investment Consulting
Ohio
$895 +$179 +1 +25%
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$895 +$895 +5 New
S
489
Sachetta
Massachusetts
$716 +$716 +4 New
IRC
490
Investors Research Corp
Georgia
$715
BCMLT
491
Beacon Capital Management LLC (Tennessee)
Tennessee
$324
AWM
492
Abound Wealth Management
Tennessee
$180
TWD
493
True Wealth Design
Ohio
$179
MCM
494
MV Capital Management
Maryland
$179 +$179 +1 New
RS
495
Rakuten Securities
Japan
$179 +$179 +1 New
Wellington Management Group
496
Wellington Management Group
Massachusetts
-$32M -197,467 Closed
DIGDR
497
Dynamo Internacional Gestao de Recursos
Brazil
-$10.4M -80,726 Closed
SAM
498
Scopus Asset Management
New York
-$7.6M -46,958 Closed
ECM
499
ExodusPoint Capital Management
New York
-$3.2M -19,733 Closed
PI
500
Putnam Investments
Massachusetts
-$2.81M -17,337 Closed