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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 %
VAG
276
VisionPoint Advisory Group
Texas
$21.1K +$21.1K +334 New
PTC
277
Private Trust Company
Ohio
$19.1K -$4.17K -66 -18%
Lazard Asset Management
278
Lazard Asset Management
New York
$15K +$15K +252 New
PWMG
279
Prestige Wealth Management Group
New Jersey
$11.4K
WWP
280
WR Wealth Planners
Missouri
$9.47K
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$9.09K -$1.77K -28 -16%
WTA
282
Washington Trust Advisors
Massachusetts
$9.03K
BAAM
283
Baker Avenue Asset Management
California
$8.33K
PA
284
Parallel Advisors
California
$7.83K -$1.07K -17 -12%
CI Investments Inc
285
CI Investments Inc
Ontario, Canada
$7K +$6.7K +112 +2,240%
PPC
286
Park Place Capital
Alabama
$6.44K
NCM
287
Northwest Capital Management
Oregon
$6.31K +$6.31K +100 New
GRP
288
Global Retirement Partners
California
$6K +$947 +15 +19%
GWM
289
Geneos Wealth Management
Colorado
$5.05K
WTG
290
West Tower Group
Virginia
$4.1K +$4.1K +65 New
BIA
291
Bell Investment Advisors
California
$4.04K +$631 +10 +19%
HIM
292
Hillsdale Investment Management
Ontario, Canada
$3.79K -$773K -12,240 -100%
FCA
293
FinTrust Capital Advisors
South Carolina
$3.76K
BAM
294
Bellevue Asset Management
Washington
$3.41K
MCM
295
Manchester Capital Management
Vermont
$3.09K +$505 +8 +20%
BWL
296
Bogart Wealth LLC
Virginia
$2.9K
JWA
297
JFS Wealth Advisors
Pennsylvania
$2.65K
FMII
298
Farmers & Merchants Investments Inc
Nebraska
$2.4K
IA
299
IFP Advisors
Florida
$1.89K -$2.02K -32 -52%
AAP
300
Arax Advisory Partners
Colorado
$1.45K