HQY icon

HealthEquity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$206K
ZB
227
Zions Bancorporation
Utah
$206K +$256 +5 +0.1%
SPIA
228
Steward Partners Investment Advisory
New York
$193K -$14.3K -278 -7%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$123K +$89.9K +1,750 +271%
ASN
230
Advisory Services Network
Georgia
$112K -$1.47M -28,464 -93%
SI
231
Stephens Inc
Arkansas
$104K +$6.65K +129 +7%
Mitsubishi UFJ Asset Management
232
Mitsubishi UFJ Asset Management
Japan
$98K +$37.6K +732 +62%
AAM
233
Advisors Asset Management
Colorado
$80K -$22K -430 -22%
NICM
234
Neo Ivy Capital Management
New York
$80K +$80K +1,571 New
C
235
Cerebellum
California
$62K +$62K +1,205 New
PHK
236
Point72 Hong Kong
Hong Kong
$54K +$54K +1,046 New
FHA
237
First Horizon Advisors
Tennessee
$53K +$4.58K +90 +9%
ED
238
Exane Derivatives
France
$46.2K
AssetMark Inc
239
AssetMark Inc
California
$38K +$11K +215 +41%
S
240
SignatureFD
Georgia
$31K -$7.84K -153 -20%
GRP
241
Global Retirement Partners
California
$28K +$2.07K +40 +8%
HIA
242
Harbor Investment Advisory
Maryland
$26K -$108K -2,070 -81%
KPCM
243
Kings Point Capital Management
New York
$26K
WCG
244
Weaver Consulting Group
California
$26K
BCV
245
Banque Cantonale Vaudoise
Switzerland
$24K -$2.08K -40 -8%
EP
246
Eudaimonia Partners
Tennessee
$23K
APA
247
American Portfolios Advisors
New York
$21.9K +$21.9K +427 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$21K +$21K +416 New
VFA
249
Valeo Financial Advisors
Indiana
$20K -$1.8K -35 -8%
LWA
250
Lenox Wealth Advisors
New York
$19K