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HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
226
Creative Planning
Kansas
$200K -$18.6K -248 -9%
TRCT
227
Tower Research Capital (TRC)
New York
$183K -$372K -4,963 -67%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$179K +$179K +2,389 New
AAM
229
Advisors Asset Management
Colorado
$160K +$58.4K +779 +57%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$157K +$27.2K +362 +21%
LIA
231
LS Investment Advisors
Michigan
$133K +$4.21K +56 +3%
Citigroup
232
Citigroup
New York
$126K -$71.7K -957 -36%
QI
233
QS Investors
New York
$83K
RCAG
234
Rehmann Capital Advisory Group
Michigan
$79.9K -$5.11K -68 -6%
AF
235
Allworth Financial
California
$75K
AG
236
Advisor Group
Arizona
$59K -$534K -7,040 -90%
Simplex Trading
237
Simplex Trading
Illinois
$59K -$215K -2,905 -78%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$56K -$30.3K -404 -35%
S
239
SignatureFD
Georgia
$56K -$4.13K -55 -7%
SWA
240
Sutton Wealth Advisors
Florida
$53.7K
CG
241
Cutler Group
California
$52K -$7.43K -100 -13%
HFM
242
Harvest Fund Management
China
$43K +$43K +570 New
FPS
243
Fieldpoint Private Securities
Connecticut
$38K
OIA
244
OneDigital Investment Advisors
Kansas
$34K +$34K +450 New
US Bancorp
245
US Bancorp
Minnesota
$30K -$60.9K -802 -67%
CLM
246
ClearBridge LLC (Maryland)
Maryland
$28.7K -$8.19K -109,080 -22%
GRP
247
Global Retirement Partners
California
$21K +$15.3K +200 +270%
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$17K
PG
249
Patten Group
Tennessee
$17K +$9.48K +126 +126%
GT
250
Glenmede Trust
Pennsylvania
$17K +$9.66K +129 +132%