236 hedge funds and large institutions have $2.1B invested in HEICO in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 76 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+28
Holders Change %
+13.46%
% of All Funds
5.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
49
Increased
76
Reduced
71
Closed
18
Calls
$2.85M
Puts
$10M
Net Calls
-$7.19M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Shares
Change %
IDBONY
201
Israel Discount Bank of New York
New York
$67K
SEI Investments
202
SEI Investments
Pennsylvania
$62K +$28K +604 +83%
ClearBridge Investments
203
ClearBridge Investments
New York
$58K +$137 +3 +0.2%
FHA
204
First Horizon Advisors
Tennessee
$57K -$4.85K -107 -8%
TF
205
Tompkins Financial
New York
$48K
AssetMark Inc
206
AssetMark Inc
California
$46K -$8.99K -195 -16%
CMBA
207
C.M. Bidwell & Associates
Hawaii
$39K +$39K +840 New
WA
208
WealthTrust-Arizona
Arizona
$24K
PCP
209
Proficio Capital Partners
Massachusetts
$23K
TRCT
210
Tower Research Capital (TRC)
New York
$18K -$64.2K -1,367 -78%
VCM
211
Versant Capital Management
Arizona
$18K -$636 -14 -3%
GRP
212
Global Retirement Partners
California
$18K +$18K +391 New
PCA
213
Peddock Capital Advisors
Massachusetts
$17K +$17K +371 New
Barclays
214
Barclays
United Kingdom
$16K -$1.99M -44,450 -99%
PMFA
215
Plante Moran Financial Advisors
Michigan
$16K +$1K +22 +7%
GWM
216
Geneos Wealth Management
Colorado
$16K +$11.5K +254 +259%
CFA
217
Carroll Financial Associates
North Carolina
$15K
WAM
218
Wealthspire Advisors (Maryland)
Maryland
$14K -$3.89K -82 -22%
QCG
219
Quadrant Capital Group
Ohio
$12K
NFG
220
Next Financial Group
Texas
$11K
EWM
221
Evercore Wealth Management
New York
$10K -$4.48K -99 -31%
AIL
222
AGF Investments LLC
Ontario, Canada
$10K +$10K +219 New
MCIA
223
Mountain Capital Investment Advisors
Colorado
$9K +$9K +195 New
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$8K
MFW
225
Mosaic Family Wealth
Missouri
$8K +$8K +170 New