466 hedge funds and large institutions have $6.11B invested in HEICO in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 144 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
466
Holders Change
-7
Holders Change %
-1.48%
% of All Funds
7.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
48
Increased
144
Reduced
172
Closed
52
Calls
$20.2M
Puts
$10.3M
Net Calls
+$9.86M
Net Calls Change
-$2.07M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
201
SG Americas Securities
New York
$1.23M +$166K +1,025 +16%
FC
202
FORA Capital
Florida
$1.2M +$1.2M +7,432 New
FA
203
FDx Advisors
Illinois
$1.16M -$70.5K -435 -6%
MA
204
Mezzasalma Advisors
New Jersey
$1.12M
MC
205
Moors & Cabot
Massachusetts
$1.11M -$235K -1,450 -17%
VFA
206
Voya Financial Advisors
Connecticut
$1.1M -$20.6K -128 -2%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$1.08M +$12.1K +75 +1%
OQS
208
Occudo Quantitative Strategies
Florida
$1.06M -$773K -4,776 -42%
AWM
209
AE Wealth Management
Kansas
$1.04M -$176K -1,085 -14%
VAM
210
Verity Asset Management
North Carolina
$1.02M +$23.3K +144 +2%
II
211
IFM Investors
Australia
$1.02M +$177K +1,095 +21%
CAM
212
Cresset Asset Management
Illinois
$998K +$54.1K +334 +6%
ET
213
Equitable Trust
Tennessee
$977K
II
214
Inspire Investing
Idaho
$975K +$91.2K +563 +10%
X
215
Xponance
Pennsylvania
$970K +$5.67K +35 +0.6%
IWP
216
Icon Wealth Partners
Texas
$968K -$24.3K -150 -2%
IWM
217
IHT Wealth Management
Illinois
$953K -$22.5K -139 -2%
TC
218
Telemus Capital
Michigan
$931K +$177K +1,093 +23%
QCM
219
Quantinno Capital Management
New York
$913K -$411K -2,541 -31%
MHC
220
Meyer Handelman Company
New York
$909K +$909K +5,613 New
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$905K +$15.1K +93 +2%
Janus Henderson Group
222
Janus Henderson Group
United Kingdom
$891K -$59.6K -368 -6%
Cerity Partners
223
Cerity Partners
New York
$885K +$88.6K +547 +11%
AB
224
Amalgamated Bank
New York
$876K -$158K -977 -15%
TFS
225
Thoroughbred Financial Services
Tennessee
$875K +$373K +2,303 +74%