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HealthEquity

401 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
151
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Shares
Change %
ARMT
301
Amica Retiree Medical Trust
Rhode Island
$195K +$195K +2,386 New
N
302
Natixis
France
$193K -$47.7K -583 -20%
QCG
303
Quadrant Capital Group
Ohio
$172K -$11K -134 -6%
WSFS
304
Wilmington Savings Fund Society
Delaware
$150K +$150K +1,832 New
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$147K -$16.3K -200 -10%
HT
306
Headlands Technologies
Illinois
$135K +$135K +1,652 New
C
307
Covestor
United Kingdom
$125K +$26.9K +328 +27%
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$123K -$2.95K -36 -2%
1IA
309
1620 Investment Advisors
Massachusetts
$112K +$112K +1,366 New
QL
310
Quarry LP
New York
$110K +$89.1K +1,089 +419%
S
311
SignatureFD
Georgia
$109K -$37.2K -454 -25%
NIMI
312
Natixis Investment Managers International
France
$109K
PA
313
Parallel Advisors
California
$94.3K -$21.1K -258 -18%
OAM
314
Ostrum Asset Management
France
$81K -$59.3K -724 -42%
GM
315
GeoWealth Management
Illinois
$80.4K +$80.4K +982 New
OC
316
Oarsman Capital
Wisconsin
$77.4K +$77.4K +946 New
GI
317
GAMMA Investing
California
$76.9K +$28.2K +344 +58%
HIA
318
Harbor Investment Advisory
Maryland
$75.9K
CFM
319
Catalyst Funds Management
Australia
$73.7K +$73.7K +900 New
Osaic Holdings
320
Osaic Holdings
Arizona
$66.9K -$76.4K -933 -53%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$62K -$818 -10 -1%
FHA
322
First Horizon Advisors
Tennessee
$60.6K
LC
323
Lindbrook Capital
California
$48.1K -$14.5K -177 -23%
CFGS
324
Concourse Financial Group Securities
Alabama
$47.2K -$164 -2 -0.3%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$43K