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HealthEquity

311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
226
Beacon Pointe Advisors
California
$277K +$277K +4,724 New
II
227
Inspire Investing
Idaho
$272K +$46.7K +796 +21%
RCM
228
Radnor Capital Management
Pennsylvania
$270K
PA
229
Profund Advisors
Maryland
$265K -$64.2K -1,094 -19%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$263K -$41.4K -705 -14%
NFP
231
Narus Financial Partners
Utah
$261K
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$257K +$257K +4,370 New
SCM
233
Shelton Capital Management
Colorado
$256K
DU
234
Delphia (USA)
Ontario, Canada
$252K +$252K +4,298 New
SI
235
Stephens Inc
Arkansas
$250K -$14.6K -248 -6%
MAM
236
Morse Asset Management
Connecticut
$241K -$235K -3,990 -49%
PTC
237
Petrus Trust Company
Texas
$240K -$528K -8,997 -69%
SWP
238
Stratos Wealth Partners
Ohio
$231K -$15.2K -259 -6%
FA
239
FDx Advisors
Illinois
$229K
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$225K -$4.29K -73 -2%
STA
241
Summit Trail Advisors
New York
$201K +$201K +3,427 New
PRC
242
Pearl River Capital
Michigan
$200K +$200K +3,412 New
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$181K -$770K -13,114 -81%
Bessemer Group
244
Bessemer Group
New Jersey
$154K +$151K +2,577 +4,772%
ACM
245
Aquatic Capital Management
Illinois
$153K +$153K +2,600 New
SOW
246
State of Wyoming
Wyoming
$128K -$94.5K -1,610 -42%
SPIA
247
Steward Partners Investment Advisory
New York
$111K +$20.1K +343 +22%
NIMI
248
Natixis Investment Managers International
France
$107K -$60.8K -1,036 -36%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$99K
ASN
250
Advisory Services Network
Georgia
$95.8K