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HealthEquity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
104
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M
Name Holding Trade Value Shares
Change
Shares
Change %
Mitsubishi UFJ Asset Management
251
Mitsubishi UFJ Asset Management
Japan
$123K +$16.5K +262 +16%
NIMI
252
Natixis Investment Managers International
France
$108K -$6.69K -106 -6%
SG Americas Securities
253
SG Americas Securities
New York
$107K -$2.55M -40,340 -96%
ACM
254
Aquatic Capital Management
Illinois
$107K -$56.6K -900 -35%
HT
255
Headlands Technologies
Illinois
$104K +$104K +1,645 New
BBHC
256
Brown Brothers Harriman & Co
New York
$103K
PI
257
PEAK6 Investments
Illinois
$96K +$96K +1,521 New
EBA
258
Eagle Bay Advisors
New York
$75.3K -$6.19K -98 -8%
QL
259
Quarry LP
New York
$74.3K +$74.3K +1,177 New
HIA
260
Harbor Investment Advisory
Maryland
$73.7K
QCG
261
Quadrant Capital Group
Ohio
$68.8K +$22.2K +352 +48%
OAM
262
Ostrum Asset Management
France
$65.4K
BFEC
263
Benjamin F. Edwards & Company
Missouri
$60K
FHA
264
First Horizon Advisors
Tennessee
$59.4K +$2.53K +40 +4%
AssetMark Inc
265
AssetMark Inc
California
$59.4K
SPIA
266
Steward Partners Investment Advisory
New York
$55K -$64.2K -1,017 -54%
S
267
SignatureFD
Georgia
$52.5K -$17.7K -281 -25%
CAS
268
Coppell Advisory Solutions
Texas
$47.7K +$47.7K +765 New
CP
269
Castleview Partners
Texas
$38.7K +$38.7K +613 New
C
270
Covestor
United Kingdom
$37K +$26.3K +413 +247%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$27.8K +$6.06K +96 +28%
HNB
272
Huntington National Bank
Ohio
$23.6K +$3.16K +50 +15%
MIM
273
Macroview Investment Management
Maryland
$23.2K +$7.77K +123 +50%
PI
274
PineBridge Investments
New York
$23K +$23K +365 New
LC
275
Lindbrook Capital
California
$21.9K +$2.84K +45 +15%