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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 %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$18.1M +$513K +5,435 +3%
Franklin Resources
52
Franklin Resources
California
$17.8M -$8.03M -85,096 -31%
HCM
53
Hodges Capital Management
Texas
$17.2M -$1.28M -13,610 -7%
PCM
54
Penserra Capital Management
California
$17M +$664K +7,035 +4%
TCIM
55
TIAA CREF Investment Management
New York
$16.7M -$929K -9,842 -5%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$16.3M -$2.15M -22,800 -12%
NCGI
57
Next Century Growth Investors
Minnesota
$15.9M -$2.93K -31 -0%
CCI
58
Columbus Circle Investors
$15M -$635K -6,727 -4%
Renaissance Technologies
59
Renaissance Technologies
New York
$14.9M +$14.1M +149,500 +1,917%
AIG
60
American International Group
New York
$13.7M +$9.77M +103,527 +249%
ACM
61
Ashford Capital Management
Delaware
$13.5M +$264K +2,800 +2%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$13.2M -$3.41M -36,126 -21%
KCM
63
Kornitzer Capital Management
Kansas
$13.1M -$1.07M -11,365 -8%
Stifel Financial
64
Stifel Financial
Missouri
$12.9M -$10.2M -107,724 -44%
PPA
65
Parametric Portfolio Associates
Washington
$12.9M -$2.6M -27,522 -17%
First Trust Advisors
66
First Trust Advisors
Illinois
$12.6M +$898K +9,508 +8%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$12.5M +$12.5M +132,896 New
HighTower Advisors
68
HighTower Advisors
Illinois
$12.5M +$39.6K +419 +0.3%
RI
69
Redwood Investments
Massachusetts
$11.7M -$3.61M -38,265 -24%
UBS Group
70
UBS Group
Switzerland
$11.7M +$504K +5,342 +5%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$7.89M +83,535 +209%
Axa
72
Axa
France
$11.3M +$764K +8,093 +7%
RA
73
Royce & Associates
New York
$11.1M -$1.03M -10,900 -9%
PI
74
Putnam Investments
Massachusetts
$10.6M +$2.67M +28,266 +33%
NIP
75
Nicholas Investment Partners
California
$10.6M -$160K -1,697 -1%