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HealthEquity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Pension Plan Investment Board
251
Canada Pension Plan Investment Board
Ontario, Canada
$35K +$35K +600 New
AssetMark Inc
252
AssetMark Inc
California
$31K +$13.7K +235 +80%
BCV
253
Banque Cantonale Vaudoise
Switzerland
$29K
GRP
254
Global Retirement Partners
California
$29K +$3.76K +65 +15%
KPCM
255
Kings Point Capital Management
New York
$29K +$29K +500 New
WCG
256
Weaver Consulting Group
California
$29K +$29K +500 New
EP
257
Eudaimonia Partners
Tennessee
$26K
VFA
258
Valeo Financial Advisors
Indiana
$25K +$1.95K +33 +8%
LWA
259
Lenox Wealth Advisors
New York
$22K
CAN
260
Cetera Advisor Networks
California
$18K +$18K +300 New
TFS
261
TrustCore Financial Services
Tennessee
$16K
CFFP
262
Center for Financial Planning
Michigan
$12K
CIA
263
CSat Investment Advisory
Michigan
$11K -$2.12K -37 -16%
PWMG
264
Prestige Wealth Management Group
New Jersey
$11K
PA
265
Parallel Advisors
California
$10K
SFS
266
Sowell Financial Services
Arkansas
$10K
FHA
267
Flagship Harbor Advisors
Massachusetts
$7K +$7K +129 New
CFGS
268
Concourse Financial Group Securities
Alabama
$6K -$5.84K -107 -49%
FCM
269
Firestone Capital Management
Florida
$6K
IA
270
IFP Advisors
Florida
$6K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$5K
SIS
272
Sound Income Strategies
Florida
$5K
BCA
273
Berman Capital Advisors
Georgia
$5K +$4.21K +74 +529%
MAM
274
Meeder Asset Management
Ohio
$5K +$5K +78 New
OPS
275
Orion Portfolio Solutions
Nebraska
$5K +$5K +78 New