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HealthEquity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
NAM
226
NorthCrest Asset Manangement
Minnesota
$451K
IFWM
227
Institute for Wealth Management
Colorado
$449K -$1.13K -17 -0.3%
Osaic Holdings
228
Osaic Holdings
Arizona
$400K -$209K -3,150 -34%
KIA
229
KLR Investment Advisors
Rhode Island
$392K +$16K +241 +4%
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$392K -$37.1K -560 -9%
II
231
Inspire Investing
Idaho
$383K +$105K +1,580 +38%
SI
232
Stephens Inc
Arkansas
$380K +$110K +1,656 +41%
GC
233
Guggenheim Capital
Illinois
$380K -$272K -4,109 -42%
CC
234
Corton Capital
Ontario, Canada
$344K +$5.44K +82 +2%
CIM
235
CIM Investment Management
Pennsylvania
$339K
OSAM
236
O'Shaughnessy Asset Management
Connecticut
$333K -$78.2K -1,179 -19%
IC
237
IEQ Capital
California
$332K -$1.39K -21 -0.4%
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$332K
YIH
239
Y-Intercept (HK)
Hong Kong
$330K +$330K +4,976 New
AWA
240
Arkadios Wealth Advisors
Georgia
$325K -$91.9K -1,386 -22%
RCM
241
Radnor Capital Management
Pennsylvania
$321K +$2.65K +40 +0.8%
MLICM
242
Metropolitan Life Insurance Company (MetLife)
New York
$321K
SG Americas Securities
243
SG Americas Securities
New York
$319K -$2.15M -32,384 -87%
TCM
244
Teza Capital Management
Illinois
$319K -$343K -5,166 -52%
PA
245
Profund Advisors
Maryland
$307K +$36.2K +546 +13%
NFP
246
Narus Financial Partners
Utah
$293K -$1.53K -23 -0.5%
MIA
247
MeadowBrook Investment Advisors
Michigan
$292K +$292K +4,410 New
BPA
248
Beacon Pointe Advisors
California
$289K -$17.4K -263 -6%
MYIA
249
Mount Yale Investment Advisors
Colorado
$277K +$2.52K +38 +0.9%
PRC
250
Pearl River Capital
Michigan
$276K +$5.17K +78 +2%