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HealthEquity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
301
Magnus Financial Group
New York
-$220K -3,751 Closed
FRM
302
Fox Run Management
Connecticut
-$215K -3,667 Closed
QT
303
Quantbot Technologies
New York
-$195K -3,325 Closed
CAGAS
304
Capital Advisory Group Advisory Services
Minnesota
-$145K -2,465 Closed
WAM
305
Wolverine Asset Management
Illinois
-$111K -1,892 Closed
DCM
306
Dupont Capital Management
Delaware
-$101K -1,725 Closed
PAM
307
Panagora Asset Management
Massachusetts
-$69K -1,183 Closed
QI
308
QS Investors
New York
-$65K -1,100 Closed
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
-$65K -1,100 Closed
FC
310
FORA Capital
Florida
-$52K -889 Closed
Canada Pension Plan Investment Board
311
Canada Pension Plan Investment Board
Ontario, Canada
-$35K -600 Closed
CAN
312
Cetera Advisor Networks
California
-$18K -300 Closed
FHA
313
Flagship Harbor Advisors
Massachusetts
-$7K -129 Closed
FCM
314
Firestone Capital Management
Florida
-$6K -100 Closed
IA
315
IFP Advisors
Florida
-$6K -100 Closed
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
-$5K -93 Closed
OPS
317
Orion Portfolio Solutions
Nebraska
-$5K -78 Closed
FWM
318
FSA Wealth Management
Massachusetts
-$4K -70 Closed
SF
319
Synovus Financial
Georgia
-$3K -55 Closed
AWM
320
Apollon Wealth Management
South Carolina
-$3K -50 Closed
EWP
321
Engrave Wealth Partners
Texas
-$2K -36 Closed