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HealthEquity

350 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 132 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
132
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
301
Macroview Investment Management
Maryland
$11.9K +$11.9K +180 New
RCM
302
Raleigh Capital Management
North Carolina
$11.2K +$2.32K +35 +26%
MPWT
303
MassMutual Private Wealth & Trust
Connecticut
$9.55K -$1.26K -19 -12%
GI
304
GAMMA Investing
California
$9.52K +$9.52K +126 New
WTA
305
Washington Trust Advisors
Massachusetts
$9.48K
WTG
306
West Tower Group
Virginia
$9.02K +$5.7K +86 +172%
CI Investments Inc
307
CI Investments Inc
Ontario, Canada
$8K +$63 +1 +0.8%
PPC
308
Park Place Capital
Alabama
$6.76K
NCM
309
Northwest Capital Management
Oregon
$6.63K
AWM
310
Avior Wealth Management
Nebraska
$6.3K
GRP
311
Global Retirement Partners
California
$5.79K -$806 -11 -12%
HIM
312
Hillsdale Investment Management
Ontario, Canada
$5.3K -$663 -10 -11%
GWM
313
Geneos Wealth Management
Colorado
$5.3K
LFA
314
LGT Financial Advisors
Texas
$4.04K -$398 -6 -9%
CTC
315
Central Trust Company
Missouri
$3.78K
BAM
316
Bellevue Asset Management
Washington
$3.58K
MCM
317
Manchester Capital Management
Vermont
$3.25K
BIA
318
Bell Investment Advisors
California
$3.12K -$199 -3 -6%
AF
319
Allworth Financial
California
$3.12K +$862 +13 +38%
BWL
320
Bogart Wealth LLC
Virginia
$3.05K
EWA
321
EverSource Wealth Advisors
Alabama
$3.05K +$2.39K +36 +360%
CP
322
Castleview Partners
Texas
$3.05K +$3.05K +46 New
JWA
323
JFS Wealth Advisors
Pennsylvania
$2.92K -$66 -1 -2%
Robeco Institutional Asset Management
324
Robeco Institutional Asset Management
Netherlands
$2.85K +$2.85K +43 New
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$2.52K