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HealthEquity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$26.7M +$14.1M +163,038 +111%
ACM
52
Ashford Capital Management
Delaware
$26.5M -$2.92M -33,830 -10%
UBS Group
53
UBS Group
Switzerland
$25M -$7.3M -84,716 -23%
TCM
54
TimesSquare Capital Management
New York
$24.3M +$1.92M +22,251 +9%
GIM
55
Generate Investment Management
New Zealand
$24.2M +$24.2M +280,557 New
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$24M +$493K +5,725 +2%
WP
57
Woodline Partners
California
$23.7M +$23.7M +275,196 New
RIM
58
Ranger Investment Management
Texas
$21.6M +$21.6M +250,960 New
GT
59
Glenmede Trust
Pennsylvania
$21.3M +$802K +9,308 +4%
SCA
60
Summit Creek Advisors
Minnesota
$20.7M -$1.43M -16,635 -6%
DDC
61
DF Dent & Co
Maryland
$20.2M -$1.54M -17,906 -7%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$19M +$17.1M +198,718 +924%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$18.6M +$9.36M +108,553 +101%
Prudential Financial
64
Prudential Financial
New Jersey
$17.4M +$4.75M +55,047 +37%
Ameriprise
65
Ameriprise
Minnesota
$17.2M -$1.99M -23,143 -10%
CI
66
Cambiar Investors
Colorado
$16.4M -$141K -1,633 -0.9%
AllianceBernstein
67
AllianceBernstein
Tennessee
$16.3M +$267K +3,099 +2%
EAM
68
Eagle Asset Management
Florida
$15.8M -$2.56M -29,524 -14%
First Trust Advisors
69
First Trust Advisors
Illinois
$15.3M +$6.08M +70,534 +66%
Swiss National Bank
70
Swiss National Bank
Switzerland
$14.6M
Natixis Advisors
71
Natixis Advisors
Massachusetts
$13.9M +$1.77M +20,552 +15%
CF
72
Corebridge Financial
Texas
$13.4M +$13.4M +154,936 New
RJA
73
Raymond James & Associates
Florida
$12.9M +$1.31M +15,140 +11%
GLA
74
Great Lakes Advisors
Illinois
$12.6M -$3.43M -39,819 -21%
OMC
75
Overbrook Management Corp
New York
$12.3M +$12.3M +142,501 New