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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
AG
226
Advisor Group
Arizona
$386K +$313K +3,308 +425%
SI
227
Stephens Inc
Arkansas
$375K +$375K +3,969 New
CANY
228
Caxton Associates (New York)
New York
$357K -$76.7K -813 -18%
MC
229
Miles Capital
Iowa
$357K +$1.42K +15 +0.4%
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$352K +$26.5K +281 +8%
AB
231
Amalgamated Bank
New York
$349K -$481K -5,095 -58%
UAS
232
United Asset Strategies
New York
$335K -$10.9K -115 -3%
ZB
233
Zions Bancorporation
Utah
$333K -$7.73K -82 -2%
HCA
234
Harbour Capital Advisors
Virginia
$319K +$319K +3,380 New
LIA
235
LS Investment Advisors
Michigan
$310K +$143K +1,510 +85%
WAM
236
Wakefield Asset Management
Colorado
$305K +$305K +3,229 New
SCM
237
Stevens Capital Management
Pennsylvania
$304K -$908K -9,623 -75%
Creative Planning
238
Creative Planning
Kansas
$299K +$47.2K +500 +19%
DADC
239
D.A. Davidson & Co
Montana
$293K -$12.4K -131 -4%
CIM
240
CIM Investment Management
Pennsylvania
$284K
TC
241
Telemus Capital
Michigan
$283K +$283K +3,000 New
AAM
242
Advisors Asset Management
Colorado
$274K +$72.3K +765 +36%
HFM
243
Harvest Fund Management
China
$273K +$219K +2,325 +408%
PTC
244
Petrus Trust Company
Texas
$266K +$266K +2,817 New
FMT
245
First Mercantile Trust
Tennessee
$263K +$7.16K +76 +3%
SCI
246
S&CO Inc
Massachusetts
$256K
WAM
247
World Asset Management
Michigan
$255K +$255K +2,699 New
VF
248
Virtu Financial
New York
$247K +$247K +2,620 New
CCA
249
Catalyst Capital Advisors
New York
$246K -$501K -5,310 -67%
GIM
250
Granahan Investment Management
Massachusetts
$244K +$244K +2,580 New