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HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$42.8M -$2.45M -32,599 -5%
Artisan Partners
27
Artisan Partners
Wisconsin
$40.7M +$268K +3,571 +0.7%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$40.2M +$4.9M +65,223 +14%
O
29
OppenheimerFunds
New York
$36.7M +$4.11M +54,743 +13%
CS
30
Credit Suisse
Switzerland
$35.5M -$11.4M -151,442 -24%
TCM
31
TimesSquare Capital Management
New York
$35.1M -$8.99M -119,660 -20%
FAM
32
Fred Alger Management
New York
$35.1M +$12M +160,196 +52%
Principal Financial Group
33
Principal Financial Group
Iowa
$33.8M +$405K +5,394 +1%
Brown Advisory
34
Brown Advisory
Maryland
$32M -$4.62M -61,533 -13%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$32M +$417K +5,554 +1%
PCM
36
Peregrine Capital Management
Minnesota
$28.6M -$15.3M -203,827 -35%
Goldman Sachs
37
Goldman Sachs
New York
$27.5M +$9.54M +127,011 +53%
Norges Bank
38
Norges Bank
Norway
$26.7M +$7.95M +105,907 +42%
CIP
39
Champlain Investment Partners
Vermont
$26.1M -$5.2M -69,240 -17%
Jennison Associates
40
Jennison Associates
New York
$24.2M +$13.3M +177,312 +123%
Deutsche Bank
41
Deutsche Bank
Germany
$23.7M +$9.81M +130,654 +70%
PMAM
42
Picton Mahoney Asset Management
Ontario, Canada
$21.2M -$1.13M -15,100 -5%
Charles Schwab
43
Charles Schwab
California
$20.8M +$2M +26,635 +11%
Franklin Resources
44
Franklin Resources
California
$20.5M -$144K -1,919 -0.7%
Bank of America
45
Bank of America
North Carolina
$19M +$9.03M +120,199 +90%
Stifel Financial
46
Stifel Financial
Missouri
$18.4M +$695K +9,248 +4%
AAM
47
Aureus Asset Management
Massachusetts
$15.7M -$2.85M -37,900 -15%
Prudential Financial
48
Prudential Financial
New Jersey
$15.2M +$7.98M +106,292 +111%
IGGA
49
Iron Gate Global Advisors
Utah
$15.1M -$147K -1,953 -1%
HCM
50
Hodges Capital Management
Texas
$14.7M +$8.34M +111,040 +130%