HQY icon

HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
RE
276
RBC Europe
United Kingdom
$14K +$14K +245 New
TWA
277
TCI Wealth Advisors
Arizona
$13K
SFS
278
Sowell Financial Services
Arkansas
$13K +$13K +234 New
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$12K
CFGS
280
Concourse Financial Group Securities
Alabama
$10K -$53.8K -898 -84%
PWMG
281
Prestige Wealth Management Group
New Jersey
$10K
CAGAS
282
Capital Advisory Group Advisory Services
Minnesota
$10K +$3.95K +73 +65%
EW
283
Evoke Wealth
California
$7.89K +$7.89K +138 New
GEA
284
Glen Eagle Advisors
New Jersey
$7.14K
IA
285
IFP Advisors
Florida
$7K +$7K +120 New
Walleye Capital
286
Walleye Capital
New York
$6K -$5.4K -90 -47%
1IA
287
1834 Investment Advisors
Wisconsin
$6K +$6K +100 New
MPWT
288
MassMutual Private Wealth & Trust
Connecticut
$5K
SIS
289
Sound Income Strategies
Florida
$5K +$455 +8 +10%
BCA
290
Berman Capital Advisors
Georgia
$5K +$1.08K +19 +28%
HS
291
Horan Securities
United States
$4K +$4K +75 New
BWA
292
BDO Wealth Advisors
Florida
$3K
SF
293
Synovus Financial
Georgia
$3K
GAM
294
Gemmer Asset Management
California
$3K +$545 +8 +22%
FCA
295
FinTrust Capital Advisors
South Carolina
$3K +$1.64K +24 +120%
IFAM
296
Institutional & Family Asset Management
Colorado
$2K -$56 -1 -3%
HAM
297
Highstreet Asset Management
Ontario, Canada
$2K
PHK
298
Point72 Hong Kong
Hong Kong
$2K +$2K +32 New
GWAG
299
Garrett Wealth Advisory Group
Texas
$1.83K +$1.83K +32 New
PCG
300
Private Capital Group
Connecticut
$1K -$13.4K -201 -93%