HQY icon

HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ED
251
Exane Derivatives
France
$16.6K -$350K -4,574 -95%
PCG
252
Private Capital Group
Connecticut
$16K +$8.89K +120 +125%
WAP
253
Wealthcare Advisory Partners
Pennsylvania
$16K +$16K +211 New
TFS
254
TrustCore Financial Services
Tennessee
$15K +$15K +200 New
MOACM
255
Mutual of America Capital Management
New York
$14K +$14K +193 New
VCM
256
Versant Capital Management
Arizona
$13K -$1.24K -17 -9%
FHA
257
Flagship Harbor Advisors
Massachusetts
$11K +$11K +147 New
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$9K +$983 +13 +12%
IA
259
IFP Advisors
Florida
$8K -$40.4K -515 -83%
GEA
260
Glen Eagle Advisors
New Jersey
$7.51K
RIM
261
Ranger Investment Management
Texas
$6K
TWA
262
TCI Wealth Advisors
Arizona
$6K +$1.59K +22 +36%
CHP
263
Cable Hill Partners
Oregon
$4K
ClearBridge Investments
264
ClearBridge Investments
New York
$3K -$923 -12 -24%
YWP
265
YorkBridge Wealth Partners
New York
$3K
QCG
266
Quadrant Capital Group
Ohio
$3K
PFBT
267
Parkside Financial Bank & Trust
Missouri
$3K
IFAM
268
Institutional & Family Asset Management
Colorado
$3K
PHK
269
Point72 Hong Kong
Hong Kong
$3K +$2.55K +34 +567%
SFM
270
Signet Financial Management
New Jersey
$2K +$2K +25 New
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$1.35K -$9.84K -131 -88%
WWM
272
Wagner Wealth Management
South Carolina
$1K
CAW
273
Cornerstone Advisors (Washington)
Washington
$1K
JA
274
JOYN Advisors
Georgia
$1K +$1K +10 New
GIP
275
Granite Investment Partners
California
-$15.8M -261,650 Closed