340 hedge funds and large institutions have $3.2B invested in HEICO in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 109 increasing their positions, 121 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+15
Holders Change %
+4.62%
% of All Funds
7.37%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
54
Increased
109
Reduced
121
Closed
37
Calls
$1.51M
Puts
$3.13M
Net Calls
-$1.62M
Net Calls Change
+$136K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$645K -$271K -2,851 -30%
HighTower Advisors
177
HighTower Advisors
Illinois
$639K +$62.5K +662 +11%
FL
178
Fort LP
Maryland
$637K +$216K +2,278 +51%
MC
179
Menta Capital
California
$636K +$228K +2,400 +56%
FEM
180
Fulcrum Equity Management
Texas
$631K -$841K -8,858 -57%
CL
181
CIM LLC
New York
$627K +$2.09K +22 +0.3%
ACM
182
AlphaCrest Capital Management
New York
$626K -$9.49K -100 -1%
V
183
Veritable
Delaware
$615K -$40.1K -422 -6%
RHBC
184
R.H. Bluestein & Co
Michigan
$588K -$266K -2,800 -31%
MIFH
185
Migdal Insurance & Financial Holdings
Israel
$584K -$384K -4,046 -40%
Rafferty Asset Management
186
Rafferty Asset Management
New York
$575K -$80.3K -846 -12%
N
187
Natixis
France
$574K -$644K -6,826 -53%
DADC
188
D.A. Davidson & Co
Montana
$552K +$258K +2,719 +88%
Principal Financial Group
189
Principal Financial Group
Iowa
$548K +$46.6K +491 +9%
Cerity Partners
190
Cerity Partners
New York
$507K +$507K +5,348 New
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$505K +$147K +1,550 +41%
Canada Life
192
Canada Life
Manitoba, Canada
$503K -$5.48K -58 -1%
TAM
193
Tocqueville Asset Management
New York
$493K +$48.3K +509 +11%
AWM
194
AE Wealth Management
Kansas
$477K -$331K -3,489 -41%
WCM
195
Washington Capital Management
Washington
$474K
ET
196
Equitable Trust
Tennessee
$463K
GWMIA
197
Global Wealth Management Investment Advisory
Florida
$463K
MSFP
198
Mark Sheptoff Financial Planning
Connecticut
$459K
VAM
199
Verity Asset Management
North Carolina
$457K +$28.6K +301 +7%
PAG
200
Private Advisor Group
New Jersey
$446K +$446K +4,701 New