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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
326
Petrus Trust Company
Texas
-$404K -6,175 Closed
NIT
327
NumerixS Investment Technologies
British Columbia, Canada
-$394K -6,026 Closed
TAL
328
TIG Advisors LLC
New York
-$370K -5,655 Closed
BCM
329
Bluefin Capital Management
New York
-$366K -5,600 Closed
SM
330
Sciencast Management
New Jersey
-$413K -5,200 Closed
SB
331
Suntrust Banks
Georgia
-$303K -4,633 Closed
QCM
332
Quantinno Capital Management
New York
-$300K -4,585 Closed
Creative Planning
333
Creative Planning
Kansas
-$288K -4,408 Closed
NERM
334
New England Research & Management
Illinois
-$277K -4,240 Closed
JG
335
Jefferies Group
New York
-$277K -4,232 Closed
SL
336
Signition LP
New York
-$271K -4,145 Closed
SIA
337
Starfire Investment Advisers
Michigan
-$261K -4,000 Closed
MC
338
Miles Capital
Iowa
-$255K -3,901 Closed
CMI
339
Clare Market Investments
Texas
-$242K -3,700 Closed
FRM
340
Fox Run Management
Connecticut
-$223K -3,409 Closed
OBGC
341
O'Brien Greene & Co
Pennsylvania
-$222K -3,400 Closed
MFG
342
Magnus Financial Group
New York
-$219K -3,346 Closed
PFP
343
Pinnacle Financial Partners
Tennessee
-$207K -3,165 Closed
QT
344
Quantamental Technologies
New York
-$186K -2,842 Closed
FL
345
Fort LP
Maryland
-$56K -853 Closed
GAM
346
Griffin Asset Management
New York
-$29K -440 Closed
BWM
347
BerganKDV Wealth Management
Minnesota
-$26K -400 Closed
MAM
348
Meeder Asset Management
Ohio
-$25K -382 Closed
EDRH
349
Edmond de Rothschild Holding
Switzerland
-$24K -365 Closed
BCI
350
Brinker Capital Investments
Pennsylvania
-$16K -246 Closed