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HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
301
Cipher Capital
New York
-$204K -3,375 Closed
AWM
302
Avior Wealth Management
Nebraska
-$146K -2,411 Closed
DSC
303
Duncker Streett & Co
Missouri
-$36K -600 Closed
SWP
304
Stratos Wealth Partners
Ohio
-$12K -200 Closed
FANJ
305
Financial Architects (New Jersey)
New Jersey
-$12K -200 Closed
RFA
306
Reilly Financial Advisors
California
-$12K -200 Closed
APP
307
Avantax Planning Partners
Iowa
-$4K -70 Closed