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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 %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$14.6M
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$14M -$403K -5,372 -3%
TCIM
53
TIAA CREF Investment Management
New York
$14M +$2.16M +28,707 +18%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$13.2M -$292K -3,890 -2%
PCM
55
Penserra Capital Management
California
$13M +$4.79M +63,749 +58%
NCGI
56
Next Century Growth Investors
Minnesota
$12.6M -$2.96M -39,460 -19%
CCI
57
Columbus Circle Investors
$12.4M -$410K -5,460 -3%
PPA
58
Parametric Portfolio Associates
Washington
$12.4M +$1.24M +16,542 +11%
Federated Hermes
59
Federated Hermes
Pennsylvania
$12.3M +$1.39M +18,494 +13%
RI
60
Redwood Investments
Massachusetts
$12.2M +$12.2M +162,285 New
GXMC
61
Global X Management Company
New York
$11.3M +$6.12M +81,471 +117%
KCM
62
Kornitzer Capital Management
Kansas
$11.3M -$5.78M -76,905 -34%
ACM
63
Ashford Capital Management
Delaware
$10.5M +$10.5M +139,989 New
Nuveen Asset Management
64
Nuveen Asset Management
Illinois
$9.99M -$1.74M -23,210 -15%
HighTower Advisors
65
HighTower Advisors
Illinois
$9.9M +$233K +3,101 +2%
RA
66
Royce & Associates
New York
$9.63M
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$9.53M +$600K +7,990 +7%
AII
68
AGF Investments Inc
Ontario, Canada
$9.37M
First Trust Advisors
69
First Trust Advisors
Illinois
$9.28M +$4.9M +65,235 +112%
UBS Group
70
UBS Group
Switzerland
$8.88M -$57.5K -766 -0.6%
Legal & General Group
71
Legal & General Group
United Kingdom
$8.68M +$620K +8,186 +8%
NIP
72
Nicholas Investment Partners
California
$8.57M +$1.72M +22,873 +25%
Axa
73
Axa
France
$8.38M +$3.5M +46,662 +72%
TA
74
Teachers Advisors
New York
$8.15M +$707K +9,414 +9%
DBG
75
De Burlo Group
Massachusetts
$8.14M +$8.14M +108,450 New