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HealthEquity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$42.7M +$871K +16,955 +2%
SIMG
27
Stephens Investment Management Group
Texas
$38.8M -$1.13M -21,943 -3%
CS
28
Credit Suisse
Switzerland
$37.5M +$333K +6,478 +0.9%
SEI Investments
29
SEI Investments
Pennsylvania
$37.4M +$14.3M +277,650 +62%
Charles Schwab
30
Charles Schwab
California
$36.3M +$1.98M +38,463 +6%
GKIM
31
GW&K Investment Management
Massachusetts
$34M +$9.74M +189,696 +40%
Citadel Advisors
32
Citadel Advisors
Florida
$31.3M +$13.6M +263,773 +76%
TCM
33
TimesSquare Capital Management
New York
$29.2M -$9.68M -188,415 -25%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$26.3M -$531K -10,337 -2%
Norges Bank
35
Norges Bank
Norway
$26M -$8.25M -160,542 -24%
GIM
36
Granahan Investment Management
Massachusetts
$25M -$17.3M -337,141 -41%
ACB
37
Aristotle Capital Boston
Massachusetts
$24.1M +$24.1M +468,666 New
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$23.6M +$447K +8,710 +2%
Goldman Sachs
39
Goldman Sachs
New York
$21.7M +$2.87M +55,888 +15%
ClearBridge Investments
40
ClearBridge Investments
New York
$19.6M -$104K -2,026 -0.5%
American Century Companies
41
American Century Companies
Missouri
$19.3M +$2.96M +57,687 +18%
ACM
42
Ashford Capital Management
Delaware
$19.2M -$1.38M -26,842 -7%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$19.1M -$11.2M -217,722 -37%
RSCM
44
Rock Springs Capital Management
Maryland
$18.5M +$2.05M +40,000 +12%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$18.2M -$62.7K -1,220 -0.3%
Bank of America
46
Bank of America
North Carolina
$18.1M -$1.38M -26,963 -7%
HRCM
47
Hood River Capital Management
Florida
$17.3M +$17.3M +335,970 New
GT
48
Glenmede Trust
Pennsylvania
$17.1M -$2.45M -47,721 -13%
SCA
49
Summit Creek Advisors
Minnesota
$16.2M +$1.92M +37,400 +13%
Macquarie Group
50
Macquarie Group
Australia
$16M +$5.41M +105,329 +51%