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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 %
PW
326
Paladin Wealth
Minnesota
$38.7K +$38.7K +473 New
HNB
327
Huntington National Bank
Ohio
$33.1K -$491 -6 -1%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$29.3K +$4.91K +60 +20%
RA
329
Rise Advisors
New York
$28.2K
FFA
330
Farther Finance Advisors
California
$24K +$19.4K +237 +423%
TFA
331
Toth Financial Advisory
Virginia
$23.7K -$275K -3,360 -92%
AWM
332
Avior Wealth Management
Nebraska
$23.6K +$11K +134 +87%
BTI
333
Blue Trust Inc
Georgia
$23.4K +$23.4K +272 New
SAM
334
Smartleaf Asset Management
Massachusetts
$22.9K +$2.4K +30 +12%
CA
335
Clearstead Advisors
Ohio
$22.6K -$7.86K -96 -26%
UB
336
UMB Bank
Missouri
$20.5K +$15.9K +194 +346%
Northwestern Mutual Wealth Management
337
Northwestern Mutual Wealth Management
Wisconsin
$20.4K +$10.4K +127 +104%
PCMC
338
Planning Capital Management Corporation
Pennsylvania
$19.2K
CAS
339
Coppell Advisory Solutions
Texas
$18.5K
GWM
340
Geneos Wealth Management
Colorado
$18.5K +$12K +146 +183%
WTC
341
WhitTier Trust Company
Nevada
$18.2K +$18.2K +222 New
CI Investments Inc
342
CI Investments Inc
Ontario, Canada
$17K +$4.55K +57 +37%
ADL
343
Asset Dedication LLC
California
$15.6K
RTL
344
Red Tortoise LLC
Georgia
$15.6K
CP
345
Castleview Partners
Texas
$15.3K +$4.67K +57 +44%
MIM
346
Macroview Investment Management
Maryland
$14.7K
ATS
347
Ashton Thomas Securities
New York
$14.7K +$14.7K +179 New
PTC
348
Private Trust Company
Ohio
$12.4K -$1.96K -24 -14%
WWP
349
WR Wealth Planners
Missouri
$12.3K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$11.8K +$82 +1 +0.7%