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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Simplex Trading
351
Simplex Trading
Illinois
-$155K -2,097 Closed
CM
352
Castleark Management
Illinois
-$117K -1,585 Closed
Walleye Trading
353
Walleye Trading
New York
-$60K -807 Closed
CG
354
Cutler Group
California
-$51K -700 Closed
CCA
355
Catalyst Capital Advisors
New York
-$43K -583 Closed
DSC
356
Duncker Streett & Co
Missouri
-$37K -500 Closed
LFA
357
Legacy Financial Advisors
Kentucky
-$36K -490 Closed
MCM
358
Manchester Capital Management
Vermont
-$36K -489 Closed
CT
359
Clearstead Trust
Maine
-$26K -344 Closed
WAM
360
Wealthspire Advisors (Maryland)
Maryland
-$24K -322 Closed
WTB
361
Washington Trust Bank
Washington
-$20K -266 Closed
PA
362
Parallel Advisors
California
-$12K -159 Closed
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
-$8K -108 Closed
RIM
364
Ranger Investment Management
Texas
-$5K -74 Closed
MNBTD
365
Moody National Bank Trust Division
Texas
-$5K -67 Closed
OWA
366
One Wealth Advisors
California
-$4K -54 Closed
CHP
367
Cable Hill Partners
Oregon
-$3K -45 Closed
PFO
368
Pathstone Family Office
New Jersey
-$3K -38 Closed
WCM
369
Whitener Capital Management
North Carolina
-$2K -33 Closed
HS
370
Horan Securities
United States
-$2K -30 Closed
AIA
371
Alera Investment Advisors
Illinois
-$2K -24 Closed
WAM
372
Wakefield Asset Management
Colorado
-$2K -23 Closed
WEC
373
Winslow Evans & Crocker
Massachusetts
-$2K -18 Closed
SWM
374
SeaCrest Wealth Management
New York
-$1K -11 Closed
PHK
375
Point72 Hong Kong
Hong Kong
-$1K -9 Closed