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HealthEquity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$35.5M +$3.4M +59,540 +11%
GIM
27
Granahan Investment Management
Massachusetts
$34.4M +$7.89M +138,045 +30%
Charles Schwab
28
Charles Schwab
California
$34.1M +$7.92M +138,537 +30%
ESCM
29
Echo Street Capital Management
New York
$34.1M +$10.5M +183,270 +44%
WRF
30
Waddell & Reed Financial
Kansas
$33.7M +$2.41M +42,131 +8%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$32.1M -$5.43M -95,100 -14%
EAM
32
Eagle Asset Management
Florida
$31.4M -$84.7K -1,483 -0.3%
SIMG
33
Stephens Investment Management Group
Texas
$28.4M +$2.08M +36,348 +8%
SEI Investments
34
SEI Investments
Pennsylvania
$28.2M +$4.05M +70,817 +17%
CTA
35
Carillon Tower Advisers
Florida
$26.8M +$4.38M +76,706 +20%
Ameriprise
36
Ameriprise
Minnesota
$25.7M -$1.36M -23,782 -5%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$24M -$2.74M -47,897 -10%
HRCM
38
Hood River Capital Management
Florida
$23.8M +$7.74M +135,511 +48%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$21.6M +$3.93M +68,717 +22%
Goldman Sachs
40
Goldman Sachs
New York
$20.5M -$15M -262,339 -42%
Bank of America
41
Bank of America
North Carolina
$19.9M +$5.23M +91,459 +36%
LCM
42
Lucha Capital Management
California
$19.3M +$3.05M +53,394 +19%
ClearBridge Investments
43
ClearBridge Investments
New York
$18.7M +$1.83M +32,059 +11%
Jennison Associates
44
Jennison Associates
New York
$17.9M -$846K -14,806 -5%
ACM
45
Ashford Capital Management
Delaware
$17.8M +$4.52M +79,097 +34%
Principal Financial Group
46
Principal Financial Group
Iowa
$17.8M +$3.81M +66,748 +27%
Kayne Anderson Rudnick Investment Management
47
Kayne Anderson Rudnick Investment Management
California
$17.7M -$8.25M -144,391 -32%
Macquarie Group
48
Macquarie Group
Australia
$17.5M +$2.42M +42,395 +16%
Brown Advisory
49
Brown Advisory
Maryland
$17.4M +$855K +14,954 +5%
PCM
50
Peregrine Capital Management
Minnesota
$15.7M -$12.2M -212,769 -44%