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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
S
276
SignatureFD
Georgia
$57K +$4.81K +74 +9%
FL
277
Fort LP
Maryland
$56K +$56K +853 New
GWM
278
Geneos Wealth Management
Colorado
$45K +$45K +700 New
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$39K +$39K +598 New
AF
280
Allworth Financial
California
$33K
GT
281
Glenmede Trust
Pennsylvania
$29.2K -$160 -2,446 -0.5%
GAM
282
Griffin Asset Management
New York
$29K +$29K +440 New
FHA
283
First Horizon Advisors
Tennessee
$27K +$27K +427 New
BWM
284
BerganKDV Wealth Management
Minnesota
$26K +$26K +400 New
MAM
285
Meeder Asset Management
Ohio
$25K +$25K +382 New
EDRH
286
Edmond de Rothschild Holding
Switzerland
$24K +$24K +365 New
GRP
287
Global Retirement Partners
California
$23K -$12.9K -200 -36%
Nisa Investment Advisors
288
Nisa Investment Advisors
Missouri
$18K
TFS
289
TrustCore Financial Services
Tennessee
$18K +$4.67K +70 +35%
PCG
290
Private Capital Group
Connecticut
$16K +$14.7K +198 +1,100%
BCI
291
Brinker Capital Investments
Pennsylvania
$16K +$16K +246 New
PRC
292
Pearl River Capital
Michigan
$15K +$15K +230 New
Rockefeller Capital Management
293
Rockefeller Capital Management
New York
$14K -$179K -2,693 -93%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$14K
TWA
295
TCI Wealth Advisors
Arizona
$14K +$10.1K +160 +262%
FIA
296
FNY Investment Advisers
New York
$13K +$13K +200 New
VFA
297
Valeo Financial Advisors
Indiana
$13K +$13K +206 New
PWMG
298
Prestige Wealth Management Group
New Jersey
$12K
Walleye Capital
299
Walleye Capital
New York
$12K +$632 +10 +6%
BDWM
300
Brewin Dolphin Wealth Management
Ireland
$10.8K +$10.8K +165 New