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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
AE Wealth Management
Kansas
$451K +$176K +2,700 +64%
SA
227
Strategic Advisors
New York
$445K +$162K +2,481 +57%
SCM
228
Silvant Capital Management
Georgia
$435K
SAM
229
Securian Asset Management
Minnesota
$429K -$5.17K -79 -1%
SM
230
Sciencast Management
New Jersey
$413K -$103K -1,300 -20%
PTC
231
Petrus Trust Company
Texas
$404K +$404K +6,175 New
SS
232
Simplicity Solutions
Minnesota
$396K +$108K +1,656 +38%
NIT
233
NumerixS Investment Technologies
British Columbia, Canada
$394K +$54K +826 +16%
TAL
234
TIG Advisors LLC
New York
$370K +$370K +5,655 New
CIM
235
CIM Investment Management
Pennsylvania
$366K -$10.9K -167 -3%
BCM
236
Bluefin Capital Management
New York
$366K +$366K +5,600 New
M&T Bank
237
M&T Bank
New York
$347K -$97.6K -1,490 -22%
C
238
Cerebellum
California
$329K +$329K +5,035 New
NSEDCP
239
NJ State Employees Deferred Compensation Plan
New Jersey
$327K +$327K +5,000 New
LJAC
240
L.J. Altfest & Co
New York
$324K +$324K +4,951 New
EIM
241
Essex Investment Management
Massachusetts
$321K -$958K -14,652 -75%
CGH
242
Crossmark Global Holdings
Texas
$321K -$12.4K -190 -4%
SI
243
Stephens Inc
Arkansas
$316K -$39.5K -604 -11%
SB
244
Suntrust Banks
Georgia
$303K +$303K +4,633 New
QCM
245
Quantinno Capital Management
New York
$300K +$54.8K +838 +22%
Creative Planning
246
Creative Planning
Kansas
$288K +$38.6K +591 +15%
JG
247
Jefferies Group
New York
$277K +$277K +4,232 New
NERM
248
New England Research & Management
Illinois
$277K +$277K +4,240 New
NA
249
Navellier & Associates
Nevada
$275K -$2.03K -31 -0.7%
William Blair & Company
250
William Blair & Company
Illinois
$273K +$273K +4,176 New