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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
226
Institute for Wealth Management
Colorado
$496K -$4.16K -57 -0.8%
PCM
227
Penserra Capital Management
California
$485K +$485K +6,640 New
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$473K -$205K -2,802 -30%
AWA
229
Arkadios Wealth Advisors
Georgia
$459K -$74.7K -1,022 -14%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$453K +$83.4K +1,141 +23%
VRS
231
Virginia Retirement Systems
Virginia
$416K +$416K +5,700 New
Truist Financial
232
Truist Financial
North Carolina
$408K +$408K +5,588 New
TRCT
233
Tower Research Capital (TRC)
New York
$402K -$50.3K -689 -11%
JPMPWA
234
J.P. Morgan Private Wealth Advisors
California
$389K -$38.6K -529 -9%
CIM
235
CIM Investment Management
Pennsylvania
$374K
CC
236
Corton Capital
Ontario, Canada
$374K -$133K -1,821 -26%
IC
237
IEQ Capital
California
$367K +$367K +5,021 New
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$365K
BCM
239
BTC Capital Management
Iowa
$360K +$48.7K +666 +16%
AG
240
Appleton Group
Wisconsin
$356K
EFS
241
Econ Financial Services
Pennsylvania
$356K +$356K +4,867 New
SOW
242
State of Wyoming
Wyoming
$354K +$108K +1,477 +44%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$354K +$21.2K +290 +6%
RCM
244
Radnor Capital Management
Pennsylvania
$351K +$7.31K +100 +2%
BPA
245
Beacon Pointe Advisors
California
$337K +$337K +4,617 New
BCI
246
Brinker Capital Investments
Pennsylvania
$335K +$93.8K +1,284 +39%
OPS
247
Orion Portfolio Solutions
Nebraska
$335K +$93.8K +1,284 +39%
KIA
248
KLR Investment Advisors
Rhode Island
$333K -$9.04K -154 -3%
NFP
249
Narus Financial Partners
Utah
$325K
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$323K -$24.1K -330 -7%