HealthEquity
285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M
Top Buyers
Top Sellers
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$77.7M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$55.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$37.8M |
| 4 |
FAM
Fred Alger Management
New York
|
-$36.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
-$24.6M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
301
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -416 | Closed |
|
|
VFA
302
Valeo Financial Advisors
Carmel,
Indiana
| – | -$20K | -388 | Closed |
|
|
LWA
303
Lenox Wealth Advisors
New York
| – | -$19K | -375 | Closed |
|
|
CIA
304
CSat Investment Advisory
Detroit,
Michigan
| – | -$12K | -226 | Closed |
|
|
PFS
305
Prospera Financial Services
Dallas,
Texas
| – | -$10K | -200 | Closed |
|
|
CFFP
306
Center for Financial Planning
Southfied,
Michigan
| – | -$10K | -200 | Closed |
|
|
FFA
307
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$8K | -149 | Closed |
|
|
NNP
308
Nachman Norwood & Parrott
Greenville,
South Carolina
| – | -$6K | -120 | Closed |
|
|
PA
309
Parallel Advisors
San Francisco,
California
| – | -$5K | -93 | Closed |
|
|
PCG
310
Private Capital Group
West Hartford,
Connecticut
| – | -$1K | -13 | Closed |
|
|
F
311
F3Logic
Burnsville,
Minnesota
| – | -$308 | -6 | Closed |
|