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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Parallel Advisors
California
$14K +$4.9K +67 +54%
PWMG
302
Prestige Wealth Management Group
New Jersey
$13.5K +$365 +5 +3%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$1.39K +19 +13%
WWP
304
WR Wealth Planners
Missouri
$11K
WTA
305
Washington Trust Advisors
Massachusetts
$10.4K
RCM
306
Raleigh Capital Management
North Carolina
$9.79K +$9.79K +134 New
BAAM
307
Baker Avenue Asset Management
California
$9.64K
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$9K +$709 +10 +9%
HFM
309
Harvest Fund Management
China
$8K +$8K +115 New
PPC
310
Park Place Capital
Alabama
$7.45K
Walleye Capital
311
Walleye Capital
New York
$7.38K +$7.38K +101 New
NCM
312
Northwest Capital Management
Oregon
$7.31K
AWM
313
Avior Wealth Management
Nebraska
$6.94K +$5.48K +75 +375%
HIM
314
Hillsdale Investment Management
Ontario, Canada
$6.58K +$2.19K +30 +50%
GRP
315
Global Retirement Partners
California
$6.49K -$361 -5 -5%
GWM
316
Geneos Wealth Management
Colorado
$5.84K
LFA
317
LGT Financial Advisors
Texas
$4.89K +$4.89K +67 New
CTC
318
Central Trust Company
Missouri
$4.16K +$4.16K +57 New
BAM
319
Bellevue Asset Management
Washington
$3.94K
WTG
320
West Tower Group
Virginia
$3.65K -$1.1K -15 -23%
BIA
321
Bell Investment Advisors
California
$3.65K -$1.02K -14 -22%
MCM
322
Manchester Capital Management
Vermont
$3.58K
BWL
323
Bogart Wealth LLC
Virginia
$3.36K
JWA
324
JFS Wealth Advisors
Pennsylvania
$3.29K +$219 +3 +7%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$2.78K