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HealthEquity

311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
251
Brown Brothers Harriman & Co
New York
$95.7K -$42K -715 -30%
EBA
252
Eagle Bay Advisors
New York
$75.8K +$2.82K +48 +4%
HIA
253
Harbor Investment Advisory
Maryland
$68.5K
S
254
SignatureFD
Georgia
$65.3K +$235 +4 +0.4%
BAM
255
Belpointe Asset Management
Nevada
$62.6K +$43.6K +742 +229%
AIM
256
Arcadia Investment Management
Michigan
$61.6K
OAM
257
Ostrum Asset Management
France
$60.8K +$60.8K +1,036 New
CMBA
258
C.M. Bidwell & Associates
Hawaii
$59.1K
BFEC
259
Benjamin F. Edwards & Company
Missouri
$56K
AssetMark Inc
260
AssetMark Inc
California
$55.2K +$10.9K +185 +25%
FHA
261
First Horizon Advisors
Tennessee
$52.9K +$3.7K +63 +8%
CA
262
Clearstead Advisors
Ohio
$52.8K
QCG
263
Quadrant Capital Group
Ohio
$43.3K +$11.6K +198 +37%
PTC
264
Private Trust Company
Ohio
$21.7K -$7.34K -125 -25%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$20.3K -$380K -6,475 -95%
DFCM
266
Dark Forest Capital Management
Puerto Rico
$20.3K +$14.9K +253 +275%
HNB
267
Huntington National Bank
Ohio
$19K -$4.99K -85 -21%
FCA
268
Fortis Capital Advisors
Kansas
$18.1K +$16.1K +274 +783%
LC
269
Lindbrook Capital
California
$17.7K -$12.2K -207 -41%
PB
270
Pinnacle Bancorp
Nebraska
$16.6K +$16.6K +282 New
TWA
271
TCI Wealth Advisors
Arizona
$14.7K -$2.41K -41 -14%
MIM
272
Macroview Investment Management
Maryland
$14.4K
PWMG
273
Prestige Wealth Management Group
New Jersey
$10.6K
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$10.1K -$1.35K -23 -12%
C
275
Covestor
United Kingdom
$10K +$60 +1 +0.6%