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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
276
Bessemer Group
New Jersey
$196K -$20.3K -278 -9%
Mitsubishi UFJ Asset Management
277
Mitsubishi UFJ Asset Management
Japan
$131K -$11.7K -160 -8%
OAM
278
Ostrum Asset Management
France
$127K +$51K +698 +67%
BBHC
279
Brown Brothers Harriman & Co
New York
$119K
NIMI
280
Natixis Investment Managers International
France
$117K -$7.6K -104 -6%
KBC Group
281
KBC Group
Belgium
$115K +$115K +1,581 New
EBA
282
Eagle Bay Advisors
New York
$115K +$27.5K +377 +32%
QCG
283
Quadrant Capital Group
Ohio
$114K +$34.3K +469 +43%
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
$107K +$107K +1,458 New
HIA
285
Harbor Investment Advisory
Maryland
$85.2K
C
286
Covestor
United Kingdom
$82K +$39.5K +539 +93%
FHA
287
First Horizon Advisors
Tennessee
$78.7K +$9.94K +136 +14%
S
288
SignatureFD
Georgia
$63.9K +$3.21K +44 +5%
SPIA
289
Steward Partners Investment Advisory
New York
$63.6K
AssetMark Inc
290
AssetMark Inc
California
$59.7K -$8.99K -123 -13%
OA
291
Operose Advisors
Wisconsin
$44.3K +$44.3K +607 New
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$44K +$11.8K +161 +37%
BFEC
293
Benjamin F. Edwards & Company
Missouri
$41K -$29.6K -400 -42%
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$41K +$41K +549 New
Lazard Asset Management
295
Lazard Asset Management
New York
$40K +$21.6K +297 +118%
LC
296
Lindbrook Capital
California
$33.5K +$8.11K +111 +32%
HT
297
Headlands Technologies
Illinois
$33.4K -$86.8K -1,188 -72%
VAG
298
VisionPoint Advisory Group
Texas
$32.5K +$8.11K +111 +33%
HNB
299
Huntington National Bank
Ohio
$28.2K +$877 +12 +3%
PTC
300
Private Trust Company
Ohio
$21K -$1.1K -15 -5%