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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
226
Private Advisor Group
New Jersey
$345K -$68.2K -1,193 -17%
LCM
227
Landscape Capital Management
New Jersey
$334K -$105K -1,835 -24%
RFC
228
Regions Financial Corp
Alabama
$334K +$108K +1,885 +48%
CIM
229
CIM Investment Management
Pennsylvania
$320K
CGH
230
Crossmark Global Holdings
Texas
$318K +$37.7K +660 +13%
AWM
231
AE Wealth Management
Kansas
$305K -$89.5K -1,566 -23%
Jane Street
232
Jane Street
New York
$300K +$300K +5,245 New
Walleye Trading
233
Walleye Trading
New York
$290K +$290K +5,068 New
NSEDCP
234
NJ State Employees Deferred Compensation Plan
New Jersey
$286K
VF
235
Virtu Financial
New York
$285K +$285K +4,983 New
EIM
236
Essex Investment Management
Massachusetts
$280K
SSWM
237
Sheets Smith Wealth Management
North Carolina
$279K +$279K +4,886 New
SI
238
Stephens Inc
Arkansas
$276K -$629 -11 -0.2%
SS
239
Simplicity Solutions
Minnesota
$264K -$81.6K -1,430 -24%
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
$263K +$263K +4,596 New
Zurich Cantonal Bank
241
Zurich Cantonal Bank
Switzerland
$246K +$59.6K +1,044 +32%
HCA
242
Harbour Capital Advisors
Virginia
$243K +$243K +4,260 New
NA
243
Navellier & Associates
Nevada
$241K +$1.2K +21 +0.5%
NFP
244
Narus Financial Partners
Utah
$226K
CCIA
245
Campbell & Co Investment Adviser
Maryland
$222K +$222K +3,886 New
William Blair & Company
246
William Blair & Company
Illinois
$220K -$18.1K -318 -8%
SCM
247
Shelton Capital Management
Colorado
$220K
LJAC
248
L.J. Altfest & Co
New York
$217K -$66.1K -1,156 -23%
ZB
249
Zions Bancorporation
Utah
$217K +$571 +10 +0.3%
SLF
250
Sun Life Financial
Ontario, Canada
$214K +$214K +3,738 New