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Get Institutions for : 
Heico Corp (HEI)  
$211.36 1.32 (0.63%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 478    3
Total shares held : 
 37,471,238  
% of shares held : 
 69.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   11  
Amount of shares held : 
 -88,630  
% of shares held change : 
   -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $161.02  
Last Quarter's Ending Price : 
 $178.87  
Last Quarter's Average Price : 
 $169.30  
Change from last quarter's     
avg. price to the last closing  : 
42.06 (24.84%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 196,465
 0.52%
 
Increased Positions :
165
 2,385,272
 6.37%
 
Unchanged Positions :
119
 709,712
 1.89%
 
Decreased Positions :
151
-2,171,628
-5.8%
 
Closed Positions :
46
-498,739
-1.33%
 
Guru Positions :
2
267,416
 0.71%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MinichMacGregor Wealth Management LLC 30 *New 2024-03-31 35,508 $6,685,000 35,508
   NORGES BANK 1618 *New 2023-12-31 34,957 $6,253,000 34,957
   Aquatic Capital Management LLC 193 *New 2023-12-31 23,400 $4,186,000 23,400
   Assenagon Asset Management S.A. 694 *New 2024-03-31 17,192 $3,284,000 17,192
   AGF MANAGEMENT LTD 404 *New 2023-12-31 16,208 $2,899,000 16,208
   Edgestream Partners L.P. 160 *New 2023-12-31 15,472 $2,767,000 15,472
   Teza Capital Management LLC 62 *New 2023-09-30 14,214 $2,302,000 14,214
   Varma Mutual Pension Insurance Co 263 *New 2023-12-31 12,400 $2,218,000 12,400
   COLONY GROUP, LLC 385 *New 2023-12-31 8,661 $1,549,000 8,661
   HRT FINANCIAL LLC 727 *New 2023-12-31 8,490 $1,518,000 8,490
   Tredje AP-fonden 469 *New 2023-12-31 6,930 $1,240,000 6,930
   GARDNER LEWIS ASSET MANAGEMENT L P 48 *New 2023-12-31 5,763 $1,031,000 5,763
   NOMURA HOLDINGS INC 566 *New 2023-12-31 5,016 $897,000 5,016
   BANK OF NOVA SCOTIA / 773 *New 2023-12-31 4,611 $825,000 4,611
   WOLVERINE TRADING LLC 532 *New 2023-12-31 4,229 $756,000 4,229
   Bayesian Capital Management LP 297 *New 2023-12-31 4,058 $726,000 4,058
   Numerai GP LLC 124 *New 2023-12-31 3,659 $654,000 3,659
   Simplicity WealthLLC 804 *New 2024-03-31 2,154 $411,000 2,154
   Capula Management Ltd 162 *New 2023-12-31 2,295 $411,000 2,295
   National Wealth Management Group LLC 81 *New 2023-12-31 2,197 $393,000 2,197
   VIRTU FINANCIAL LLC 484 *New 2023-12-31 2,190 $392,000 2,190
   Connectus Wealth LLC 426 *New 2023-12-31 2,171 $388,000 2,171
   Bleakley Financial Group LLC *New 2023-12-31 2,145 $384,000 2,145
   Sawtooth Asset Management Inc. 752 *New 2023-12-31 2,145 $384,000 2,145
   Vident Advisory LLC 897 *New 2023-12-31 2,134 $382,000 2,134
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 823 *New 2023-12-31 1,896 $339,000 1,896
   BMS Financial Advisors LLC 89 *New 2023-06-30 2,221 $325,000 2,221
   Resources Investment Advisors Inc. 886 *New 2023-12-31 1,766 $316,000 1,766
   Hennion & Walsh Asset Management Inc. 686 *New 2024-03-31 1,608 $307,000 1,608
   EAGLE GLOBAL ADVISORS LLC 207 *New 2023-12-31 1,477 $264,000 1,477
   Team Hewins LLC 291 *New 2023-12-31 1,394 $249,000 1,394
   Atlantic Trust Group LLC 1007 *New 2023-12-31 1,335 $239,000 1,335
   H D Vest Advisory Services 1388 *New 2023-12-31 1,273 $228,000 1,273
   Moran Wealth Management LLC 395 *New 2023-12-31 1,235 $221,000 1,235
   CIBC WORLD MARKETS CORP 719 *New 2023-12-31 1,219 $218,000 1,219
   B. Metzler seel. Sohn & Co. AG 738 *New 2023-12-31 1,208 $216,000 1,208
   Prime Capital Investment Advisors LLC *New 2023-12-31 1,196 $214,000 1,196
   nVerses Capital LLC 20 *New 2024-03-31 1,100 $210,000 1,100
   LEUCADIA NATIONAL CORP -- Notable Guru -- 968 *New 2023-12-31 1,136 $203,000 1,136
   Sequoia Financial Advisors LLC *New 2023-12-31 1,129 $202,000 1,129
   Beaumont Financial Advisors LLC 328 *New 2023-12-31 1,120 $200,000 1,120
   Balentine LLC 517 *New 2023-12-31 394 $70,000 394
   Psagot Value Holdings Ltd. / (Israel) 229 *New 2023-12-31 391 $70,000 391
   PEAK6 Investments LLC 914 *New 2023-12-31 153 $27,000 153
   DSM CAPITAL PARTNERS LLC 111 *New 2023-12-31 101 $18,000 101
   West Tower Group LLC 380 *New 2023-12-31 47 $8,000 47
   VitalStone Financial LLC 308 *New 2023-12-31 39 $7,000 39
   MATHER GROUP, INC. 1529 *New 2024-03-31 11 $2,000 11
   Steward Financial Group LLC 1304 *New 2023-09-30 11 $1,000 11
   LifeSteps Financial Inc. 433 *New 2024-03-31 2 $0 2
  50 Records found
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