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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 %
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$15.6M +$7.88M +137,858 +102%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$15.3M +$1.78M +31,101 +13%
CRCP
53
Copper Rock Capital Partners
Massachusetts
$15.2M +$15.2M +274,282 New
Millennium Management
54
Millennium Management
New York
$15M -$4.5M -78,688 -23%
AAM
55
Aureus Asset Management
Massachusetts
$14.5M +$33.3K +582 +0.2%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$13.2M +$1.65M +28,820 +14%
AllianceBernstein
57
AllianceBernstein
Tennessee
$12.6M +$2.16M +37,861 +21%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$12.6M
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$12.4M
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$12.4M +$1.96M +34,301 +19%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$12.1M +$2.95M +51,588 +32%
AIG
62
American International Group
New York
$10.2M +$1.9M +33,297 +23%
ACM
63
American Capital Management
New York
$10.2M +$2.51M +43,865 +33%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$10.1M -$1.07M -18,763 -10%
Marshall Wace
65
Marshall Wace
United Kingdom
$9.88M +$1.5M +26,269 +18%
MLL
66
Moody Lynn & Lieberson
Massachusetts
$9.85M +$2.98M +52,210 +43%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.24M +$2.3M +41,453 +33%
MOACM
68
Mutual of America Capital Management
New York
$8.87M +$2.09M +36,620 +31%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$8.7M -$350K -6,124 -4%
HCM
70
Hodges Capital Management
Texas
$8.51M -$290K -5,080 -3%
RJA
71
Raymond James & Associates
Florida
$8.51M +$4.61M +80,713 +118%
NCGI
72
Next Century Growth Investors
Minnesota
$8.37M +$604K +10,574 +8%
KCM
73
Kornitzer Capital Management
Kansas
$8.36M +$752K +13,165 +10%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$8.29M +$3.42M +59,823 +70%
CAM
75
ClariVest Asset Management
California
$8.23M +$2.64M +46,113 +47%