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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
HAM
301
Highstreet Asset Management
Ontario, Canada
$4K +$4K +42 New
PCG
302
Private Capital Group
Connecticut
$3K -$14.1K -178 -82%
IFAM
303
Institutional & Family Asset Management
Colorado
$3K
JA
304
JOYN Advisors
Georgia
$2K +$1K +10 +100%
WC
305
Whitney & Co
New York
$2K +$2K +19 New
PHK
306
Point72 Hong Kong
Hong Kong
$1K -$1.67K -25 -63%
WWM
307
Wagner Wealth Management
South Carolina
$1K
CAG
308
Csenge Advisory Group
Florida
$1K +$1K +12 New
CLM
309
ClearBridge LLC (Maryland)
Maryland
-$28.7K -381,860 Closed
State of Tennessee, Department of Treasury
310
State of Tennessee, Department of Treasury
Tennessee
-$2.66M -35,479 Closed
Public Sector Pension Investment Board (PSP Investments)
311
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$2.56M -34,016 Closed
Walleye Trading
312
Walleye Trading
New York
-$1.77M -23,508 Closed
AR
313
Advisory Research
Illinois
-$1.46M -19,457 Closed
SOADOR
314
State of Alaska Department of Revenue
Alaska
-$1.29M -17,168 Closed
Nomura Holdings
315
Nomura Holdings
Japan
-$1.05M -14,000 Closed
PIA
316
Piedmont Investment Advisors
North Carolina
-$921K -12,267 Closed
EMG
317
Ellington Management Group
Connecticut
-$736K -9,800 Closed
AA
318
ALPS Advisors
Colorado
-$586K -7,799 Closed
Balyasny Asset Management
319
Balyasny Asset Management
Illinois
-$520K -6,926 Closed
BCM
320
Bayesian Capital Management
New York
-$486K -6,472 Closed
HI
321
HBK Investments
Texas
-$391K -5,200 Closed
HCM
322
Highbridge Capital Management
New York
-$331K -4,419 Closed
ECM
323
Everence Capital Management
Indiana
-$306K -4,070 Closed
TPWA
324
TRUE Private Wealth Advisors
Oregon
-$303K -4,039 Closed
Envestnet Asset Management
325
Envestnet Asset Management
Illinois
-$299K -3,989 Closed