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HealthEquity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
251
Next Financial Group
Texas
$16K +$16K +316 New
TFS
252
TrustCore Financial Services
Tennessee
$14K
CIA
253
CSat Investment Advisory
Michigan
$12K +$1.81K +34 +18%
Millennium Management
254
Millennium Management
New York
$10.4K +$8.69K +169,083 +512%
CFFP
255
Center for Financial Planning
Michigan
$10K
PFS
256
Prospera Financial Services
Texas
$10K +$10K +200 New
PWMG
257
Prestige Wealth Management Group
New Jersey
$9K
FFA
258
Founders Financial Alliance
North Carolina
$8K +$8K +149 New
NNP
259
Nachman Norwood & Parrott
South Carolina
$6K +$6K +120 New
PA
260
Parallel Advisors
California
$5K -$5.05K -94 -50%
QCG
261
Quadrant Capital Group
Ohio
$5K +$1.24K +25 +33%
GEA
262
Glen Eagle Advisors
New Jersey
$4.37K
SFS
263
Sowell Financial Services
Arkansas
$4K -$3.77K -80 -48%
CFGS
264
Concourse Financial Group Securities
Alabama
$4K -$1.37K -28 -25%
SIS
265
Sound Income Strategies
Florida
$4K
MAM
266
Meeder Asset Management
Ohio
$4K
BCA
267
Berman Capital Advisors
Georgia
$4K
BAM
268
Bellevue Asset Management
Washington
$3K
TWA
269
TCI Wealth Advisors
Arizona
$3K
GWM
270
Geneos Wealth Management
Colorado
$3K
GAM
271
Gemmer Asset Management
California
$2K +$350 +7 +21%
IFAM
272
Institutional & Family Asset Management
Colorado
$1K -$1.07K -16 -52%
Rockefeller Capital Management
273
Rockefeller Capital Management
New York
$1K -$286 -10 -22%
LC
274
Lindbrook Capital
California
$1K
TFO
275
Tarbox Family Office
California
$1K