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HealthEquity

401 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
151
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$274K -$254K -3,106 -48%
Wolverine Trading
277
Wolverine Trading
Illinois
$271K +$271K +3,385 New
BCI
278
Brinker Capital Investments
Pennsylvania
$267K -$4.83K -59 -2%
OPS
279
Orion Portfolio Solutions
Nebraska
$267K -$4.83K -59 -2%
PCH
280
Polar Capital Holdings
United Kingdom
$259K -$108K -1,325 -30%
Acadian Asset Management
281
Acadian Asset Management
Massachusetts
$256K +$256K +3,133 New
Simplex Trading
282
Simplex Trading
Illinois
$256K +$256K +3,136 New
CC
283
Corton Capital
Ontario, Canada
$244K -$53.1K -649 -18%
FTWA
284
Fifth Third Wealth Advisors
Ohio
$239K +$12.9K +157 +6%
RJT
285
Raymond James Trust
Florida
$238K +$10.8K +132 +5%
SI
286
Scharf Investments
California
$236K +$236K +2,880 New
IC
287
IEQ Capital
California
$231K
SSA
288
Schonfeld Strategic Advisors
New York
$231K +$231K +2,820 New
RA
289
RiverPark Advisors
New York
$230K +$230K +2,814 New
DWM
290
Dakota Wealth Management
Florida
$229K -$27.7K -338 -11%
FCM
291
Farallon Capital Management
California
$229K
LFAS
292
Level Four Advisory Services
Texas
$221K +$221K +2,598 New
Walleye Capital
293
Walleye Capital
New York
$214K +$214K +2,612 New
SWP
294
Stratos Wealth Partners
Ohio
$211K -$4.91K -60 -2%
MML Investors Services
295
MML Investors Services
Massachusetts
$210K -$1.96K -24 -0.9%
PAG
296
Private Advisor Group
New Jersey
$208K +$208K +2,544 New
SAM
297
Shell Asset Management
Netherlands
$208K +$208K +2,540 New
AFG
298
Atomi Financial Group
New York
$208K +$208K +2,541 New
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$205K +$6.71K +82 +3%
KBC Group
300
KBC Group
Belgium
$202K +$28K +341 +16%