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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$52.5M -$4.97M -52,620 -9%
CS
27
Credit Suisse
Switzerland
$51.1M +$6.4M +67,768 +14%
Wells Fargo
28
Wells Fargo
California
$49.5M -$7.36M -77,908 -13%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$46.9M -$6.82M -72,243 -13%
O
30
OppenheimerFunds
New York
$46.8M +$632K +6,693 +1%
WRBC
31
W.R. Berkley Corp
Connecticut
$45.5M -$172M -1,825,074 -79%
TCM
32
TimesSquare Capital Management
New York
$40.7M -$3.45M -36,500 -8%
Brown Advisory
33
Brown Advisory
Maryland
$40.5M +$188K +1,987 +0.5%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$40.4M +$173K +1,830 +0.4%
Norges Bank
35
Norges Bank
Norway
$37.6M +$4.03M +42,678 +12%
Charles Schwab
36
Charles Schwab
California
$36.6M +$10.5M +111,297 +40%
Goldman Sachs
37
Goldman Sachs
New York
$36.1M +$1.55M +16,397 +4%
ClearBridge Investments
38
ClearBridge Investments
New York
$36M +$36M +380,891 +976,644%
PCM
39
Peregrine Capital Management
Minnesota
$33.2M -$2.72M -28,835 -8%
Bank of America
40
Bank of America
North Carolina
$31.6M +$7.67M +81,267 +32%
Jennison Associates
41
Jennison Associates
New York
$30.7M +$294K +3,117 +1%
Deutsche Bank
42
Deutsche Bank
Germany
$30.3M +$476K +5,040 +2%
Principal Financial Group
43
Principal Financial Group
Iowa
$26.5M -$16M -169,838 -38%
PMAM
44
Picton Mahoney Asset Management
Ontario, Canada
$23.7M -$2.88M -30,523 -11%
Federated Hermes
45
Federated Hermes
Pennsylvania
$23M +$7.58M +80,324 +49%
AAM
46
Aureus Asset Management
Massachusetts
$19.6M -$156K -1,650 -0.8%
Mirae Asset Global Investments
47
Mirae Asset Global Investments
South Korea
$19M +$19M +201,476 New
PAMU
48
Pictet Asset Management (UK)
United Kingdom
$18.9M +$18.9M +200,000 New
FQ
49
First Quadrant
California
$18.6M +$13.3M +140,413 +249%
Prudential Financial
50
Prudential Financial
New Jersey
$18.4M -$656K -6,951 -3%