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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$208K +$105K +1,830 +101%
LIA
252
LS Investment Advisors
Michigan
$202K +$37.7K +661 +23%
AAM
253
Advisors Asset Management
Colorado
$194K -$36.6K -639 -16%
CIP
254
Convergence Investment Partners
Florida
$188K -$1.21M -21,255 -87%
BFEC
255
Benjamin F. Edwards & Company
Missouri
$153K +$48.5K +850 +46%
MWNA
256
Marshall Wace North America
New York
$120K -$1.67M -29,068 -93%
FIA
257
FNY Investment Advisers
New York
$114K +$103K +1,800 +900%
CG
258
Cutler Group
California
$105K +$105K +1,849 New
AG
259
Advisor Group
Arizona
$90K -$35.8K -626 -28%
QCG
260
Quadrant Capital Group
Ohio
$88K +$10.8K +192 +14%
TRCT
261
Tower Research Capital (TRC)
New York
$88K +$28.2K +493 +47%
CIA
262
CSat Investment Advisory
Michigan
$65K +$6.36K +111 +11%
QI
263
QS Investors
New York
$63K
S
264
SignatureFD
Georgia
$45K -$5.21K -91 -10%
Mitsubishi UFJ Asset Management
265
Mitsubishi UFJ Asset Management
Japan
$40K +$5.53K +96 +16%
GT
266
Glenmede Trust
Pennsylvania
$35.2K +$9.64K +168,730 +38%
GWM
267
Geneos Wealth Management
Colorado
$34K -$3.78K -70 -10%
FHA
268
First Horizon Advisors
Tennessee
$30K +$6.23K +112 +26%
AF
269
Allworth Financial
California
$29K
RCAG
270
Rehmann Capital Advisory Group
Michigan
$28.2K -$121K -2,111 -81%
GRP
271
Global Retirement Partners
California
$25K +$4.35K +75 +21%
SPIA
272
Steward Partners Investment Advisory
New York
$24K +$24K +423 New
VFA
273
Valeo Financial Advisors
Indiana
$20K +$8.09K +140 +68%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$19K +$3.91K +70 +26%
TFS
275
TrustCore Financial Services
Tennessee
$15K