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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
251
Jaffetilchin Investment Partners
Florida
$235K +$235K +2,489 New
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$226K
GH
253
GAM Holding
Switzerland
$226K +$226K +2,390 New
LCM
254
Laurion Capital Management
New York
$217K +$217K +2,300 New
CIBC Asset Management
255
CIBC Asset Management
Ontario, Canada
$214K +$214K +2,271 New
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$210K +$210K +2,223 New
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$194K -$3.3K -35 -2%
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$189K +$189K +2,000 New
C
259
Cerebellum
California
$185K +$185K +1,958 New
MAM
260
Meeder Asset Management
Ohio
$172K +$172K +1,821 New
SEI Investments
261
SEI Investments
Pennsylvania
$112K -$1.61M -17,594 -94%
QI
262
QS Investors
New York
$104K
RCAG
263
Rehmann Capital Advisory Group
Michigan
$99.2K -$1.23K -13 -1%
AF
264
Allworth Financial
California
$94K
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
$83K -$979K -10,377 -92%
Bessemer Group
266
Bessemer Group
New Jersey
$80K +$80K +846 New
Simplex Trading
267
Simplex Trading
Illinois
$77K +$1.79K +19 +2%
S
268
SignatureFD
Georgia
$70K
SWP
269
Stratos Wealth Partners
Ohio
$62K +$62K +660 New
OIA
270
OneDigital Investment Advisors
Kansas
$61K +$18.7K +199 +44%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$55K -$15.2K -162 -22%
US Bancorp
272
US Bancorp
Minnesota
$54K +$17K +182 +46%
GRP
273
Global Retirement Partners
California
$54K +$28.2K +300 +109%
FPS
274
Fieldpoint Private Securities
Connecticut
$47K
TCOV
275
Trust Company of Vermont
Vermont
$35K +$35K +375 New