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HealthEquity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
251
GoalVest Advisory
New York
$14K +$14K +208 New
AIG
252
American International Group
New York
$13.1K +$206 +2,957 +2%
PWMG
253
Prestige Wealth Management Group
New Jersey
$13K
FCA
254
FinTrust Capital Advisors
South Carolina
$12K -$1.36K -20 -10%
Bessemer Group
255
Bessemer Group
New Jersey
$12K +$12K +174 New
SPWG
256
Sage Private Wealth Group
Illinois
$12K +$12K +175 New
NFG
257
Next Financial Group
Texas
$7K -$16.3K -221 -70%
QCG
258
Quadrant Capital Group
Ohio
$7K +$202 +3 +3%
SFS
259
Sowell Financial Services
Arkansas
$7K +$737 +10 +12%
PS
260
Planned Solutions
California
$7K +$7K +100 New
BAM
261
Bellevue Asset Management
Washington
$6K
CFGS
262
Concourse Financial Group Securities
Alabama
$6K
BCA
263
Berman Capital Advisors
Georgia
$6K
SIS
264
Sound Income Strategies
Florida
$6K
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$6K +$6K +80 New
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +83 New
GEA
267
Glen Eagle Advisors
New Jersey
$5.93K
GWM
268
Geneos Wealth Management
Colorado
$5K +$1.4K +31 +39%
VCG
269
Vantage Consulting Group
Virginia
$5K +$5K +70 New
ED
270
Exane Derivatives
France
$4.81K -$57.9K -830 -92%
TWA
271
TCI Wealth Advisors
Arizona
$4K
GAM
272
Gemmer Asset Management
California
$3K
MAM
273
Meeder Asset Management
Ohio
$2K -$4K -52 -67%
LC
274
Lindbrook Capital
California
$2K
AF
275
Allworth Financial
California
$2K +$2K +22 New