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HealthEquity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PAMU
276
Pictet Asset Management (UK)
United Kingdom
$15.4K +$3.43K +57,500 +29%
MSFP
277
Mark Sheptoff Financial Planning
Connecticut
$14K
ED
278
Exane Derivatives
France
$13K
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$13K
IA
280
IFP Advisors
Florida
$13K +$7.21K +127 +125%
TFS
281
TrustCore Financial Services
Tennessee
$12K
BFEC
282
Benjamin F. Edwards & Company
Missouri
$12K +$12K +200 New
PRC
283
Pearl River Capital
Michigan
$12K +$12K +200 New
PWMG
284
Prestige Wealth Management Group
New Jersey
$11K +$11K +190 New
VCM
285
Versant Capital Management
Arizona
$10K
JA
286
JOYN Advisors
Georgia
$8K +$6.85K +119 +595%
MOS
287
MGO One Seven
Ohio
$7K +$7K +131 New
PG
288
Patten Group
Tennessee
$6K -$7.56K -126 -56%
MNBTD
289
Moody National Bank Trust Division
Texas
$6K +$6K +95 New
MAM
290
Meeder Asset Management
Ohio
$5K -$101K -1,735 -95%
CAW
291
Cornerstone Advisors (Washington)
Washington
$5K
RIM
292
Ranger Investment Management
Texas
$5K +$843 +15 +20%
TWA
293
TCI Wealth Advisors
Arizona
$4K -$459 -7 -10%
CFGS
294
Concourse Financial Group Securities
Alabama
$4K +$4K +75 New
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$3.04K +$3.04K +51 New
CHP
296
Cable Hill Partners
Oregon
$3K
SF
297
Synovus Financial
Georgia
$3K
GEA
298
Glen Eagle Advisors
New Jersey
$2.98K
HAM
299
Highstreet Asset Management
Ontario, Canada
$2K -$625 -10 -24%
QCG
300
Quadrant Capital Group
Ohio
$2K