HQY icon

HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SL
251
Signition LP
New York
$271K +$271K +4,145 New
AAM
252
Advisors Asset Management
Colorado
$263K -$719 -11 -0.3%
SIA
253
Starfire Investment Advisers
Michigan
$261K
NFP
254
Narus Financial Partners
Utah
$259K +$259K +3,957 New
RFC
255
Regions Financial Corp
Alabama
$258K -$8.35K -128 -3%
MC
256
Miles Capital
Iowa
$255K +$8.24K +126 +3%
SCM
257
Shelton Capital Management
Colorado
$251K +$232K +3,561 +1,254%
ZB
258
Zions Bancorporation
Utah
$248K +$14.1K +216 +6%
CMI
259
Clare Market Investments
Texas
$242K -$60.5K -925 -20%
FRM
260
Fox Run Management
Connecticut
$223K +$12.2K +187 +6%
OBGC
261
O'Brien Greene & Co
Pennsylvania
$222K
MFG
262
Magnus Financial Group
New York
$219K +$219K +3,346 New
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$214K
PFP
264
Pinnacle Financial Partners
Tennessee
$207K +$207K +3,165 New
LIA
265
LS Investment Advisors
Michigan
$188K -$12.9K -198 -6%
QT
266
Quantamental Technologies
New York
$186K +$141K +2,148 +310%
RCAG
267
Rehmann Capital Advisory Group
Michigan
$170K +$142K +2,173 +503%
AG
268
Advisor Group
Arizona
$145K +$81.2K +1,232 +127%
BFEC
269
Benjamin F. Edwards & Company
Missouri
$120K +$107K +1,630 +815%
LTFS
270
Ladenburg Thalmann Financial Services
Florida
$117K +$19.1K +294 +19%
QCG
271
Quadrant Capital Group
Ohio
$88K +$85K +1,323 +2,815%
QI
272
QS Investors
New York
$72K
CFGS
273
Concourse Financial Group Securities
Alabama
$70K +$65.1K +990 +1,320%
TRCT
274
Tower Research Capital (TRC)
New York
$68K +$40.3K +619 +146%
CIA
275
CSat Investment Advisory
Michigan
$67K +$67K +1,023 New