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HealthEquity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
C
276
Covestor
United Kingdom
$74K -$132 -2 -0.2%
S
277
SignatureFD
Georgia
$64.7K +$6.7K +101 +12%
ASN
278
Advisory Services Network
Georgia
$60.4K +$60.4K +911 New
FHA
279
First Horizon Advisors
Tennessee
$56.5K -$14.9K -225 -21%
AssetMark Inc
280
AssetMark Inc
California
$54K -$133 -2 -0.2%
IA
281
IFP Advisors
Florida
$54K +$54K +814 New
SPIA
282
Steward Partners Investment Advisory
New York
$53.1K -$4.64K -70 -8%
OAM
283
Ostrum Asset Management
France
$47.2K -$67.8K -1,022 -59%
PA
284
Parallel Advisors
California
$45K +$32.4K +488 +255%
BFEC
285
Benjamin F. Edwards & Company
Missouri
$45K +$7.89K +118 +21%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$40.3K +$398 +6 +1%
LC
287
Lindbrook Capital
California
$37.7K +$7.36K +111 +24%
Lazard Asset Management
288
Lazard Asset Management
New York
$36K
DekaBank Deutsche Girozentrale
289
DekaBank Deutsche Girozentrale
Germany
$36K
VAG
290
VisionPoint Advisory Group
Texas
$34.9K +$5.37K +81 +18%
CFGS
291
Concourse Financial Group Securities
Alabama
$32.7K +$32.2K +486 +6,943%
MSWM
292
McGlone Suttner Wealth Management
Wisconsin
$28.8K +$28.8K +435 New
CIA
293
Cape Investment Advisory
Georgia
$26.8K +$26.8K +404 New
HNB
294
Huntington National Bank
Ohio
$25.4K -$199 -3 -0.8%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +241 New
PCMC
296
Planning Capital Management Corporation
Pennsylvania
$15.5K +$15.5K +234 New
PTC
297
Private Trust Company
Ohio
$14.7K -$4.38K -66 -23%
CAS
298
Coppell Advisory Solutions
Texas
$13.9K +$13.9K +209 New
EBA
299
Eagle Bay Advisors
New York
$13.1K -$91.1K -1,373 -87%
PI
300
PEAK6 Investments
Illinois
$12.9K +$12.9K +195 New