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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
WTB
276
Washington Trust Bank
Washington
$30K +$30K +317 New
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$23K +$23K +240 New
PI
278
PineBridge Investments
New York
$21K -$745K -8,016 -97%
PG
279
Patten Group
Tennessee
$21K
ED
280
Exane Derivatives
France
$20.7K +$95 +1 +0.5%
WAP
281
Wealthcare Advisory Partners
Pennsylvania
$20K
TFS
282
TrustCore Financial Services
Tennessee
$19K
VCM
283
Versant Capital Management
Arizona
$15K -$799 -9 -5%
FHA
284
Flagship Harbor Advisors
Massachusetts
$14K
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$14K +$2.43K +25 +21%
SWA
286
Sutton Wealth Advisors
Florida
$13.1K -$54.4K -576 -81%
SFM
287
Signet Financial Management
New Jersey
$11K +$8.55K +87 +348%
LTFS
288
Ladenburg Thalmann Financial Services
Florida
$10K -$654K -7,457 -98%
IA
289
IFP Advisors
Florida
$10K
CAW
290
Cornerstone Advisors (Washington)
Washington
$8K +$6.98K +75 +682%
RIM
291
Ranger Investment Management
Texas
$7K
TWA
292
TCI Wealth Advisors
Arizona
$6K -$1.32K -15 -18%
CPIG
293
Chicago Partners Investment Group
Illinois
$6K +$6K +67 New
Parallax Volatility Advisers
294
Parallax Volatility Advisers
California
$5K +$4.48K +52 +867%
APP
295
Avantax Planning Partners
Iowa
$5K +$5K +53 New
SF
296
Synovus Financial
Georgia
$5K +$5K +55 New
GEA
297
Glen Eagle Advisors
New Jersey
$4.72K -$4.72K -50 -50%
CHP
298
Cable Hill Partners
Oregon
$4K -$711 -8 -15%
PFBT
299
Parkside Financial Bank & Trust
Missouri
$4K
QCG
300
Quadrant Capital Group
Ohio
$4K