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HealthEquity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
226
SG Americas Securities
New York
-$196K -4,828 Closed
SFS
227
Sowell Financial Services
Arkansas
-$203K -4,601 Closed
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
-$175K -4,309 Closed
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
-$153K -3,787 Closed
JG
230
Jefferies Group
New York
-$36K -900 Closed
TFA
231
Transamerica Financial Advisors
Florida
-$12K -292 Closed
Acadian Asset Management
232
Acadian Asset Management
Massachusetts
-$12K -281 Closed