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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.

New
Increased
Maintained
Reduced
Closed
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 %
PS
326
Principal Securities
Iowa
$2.25K +$2.25K +34 New
FFA
327
Farther Finance Advisors
California
$2.12K +$729 +11 +52%
FG
328
Fairman Group
Pennsylvania
$1.99K +$1.99K +30 New
SWS
329
SYSTM Wealth Solutions
Illinois
$1.86K +$1.86K +28 New
IFAM
330
Institutional & Family Asset Management
Colorado
$1.39K
AAP
331
Arax Advisory Partners
Colorado
$1.33K -$995 -15 -43%
HFM
332
Harvest Fund Management
China
$1K -$6.19K -99 -86%
ADL
333
Asset Dedication LLC
California
$1K
BTI
334
Blue Trust Inc
Georgia
$1K +$1K +9 New
PVH
335
Psagot Value Holdings
Israel
$1K +$1K +21 New
VNA
336
Valley National Advisers
Pennsylvania
$1K +$1K +25 New
AF
337
Advisornet Financial
Minnesota
$995
CWC
338
Carolinas Wealth Consulting
North Carolina
$957
PWMG
339
Private Wealth Management Group
New Jersey
$929 +$929 +14 New
SS
340
Sunbelt Securities
Texas
$862
SIC
341
SJS Investment Consulting
Ohio
$862
S
342
Sachetta
Massachusetts
$796 +$796 +12 New
DPW
343
DiNuzzo Private Wealth
Pennsylvania
$730 +$730 +11 New
AWM
344
Abound Wealth Management
Tennessee
$663
GWS
345
Glassman Wealth Services
Virginia
$332
TWP
346
TFO Wealth Partners
Ohio
$265
TAM
347
Tucker Asset Management
Colorado
$133 -$399 -6 -75%
SSB
348
Sandy Spring Bank
Maryland
$133
JWM
349
Janiczek Wealth Management
Colorado
$133 +$133 +2 New
GIM
350
Granahan Investment Management
Massachusetts
-$35.7M -489,387 Closed