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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 %
RJA
101
Raymond James & Associates
Florida
$3.73M +$73.9K +984 +2%
EVM
102
Eaton Vance Management
Massachusetts
$3.57M -$3.57M -47,544 -50%
EP
103
Elkfork Partners
Oregon
$3.52M -$35.7K -476 -1%
NC
104
NBW Capital
Massachusetts
$3.17M -$631K -8,406 -17%
AIG
105
American International Group
New York
$3.12M +$695K +9,256 +29%
EI
106
EAM Investors
California
$3.07M -$733K -9,757 -19%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3M +$174K +2,322 +6%
GPGA
108
Grandeur Peak Global Advisors
Utah
$2.98M -$1.55M -20,593 -34%
GHCM
109
Glen Harbor Capital Management
California
$2.77M -$28.1K -374 -1%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$2.71M +$99.4K +1,323 +4%
MAM
111
Morse Asset Management
Connecticut
$2.69M -$137K -1,825 -5%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$2.66M -$93.1K -1,240 -3%
ASN
113
Advisory Services Network
Georgia
$2.65M +$51.4K +622 +2%
New York State Teachers Retirement System (NYSTRS)
114
New York State Teachers Retirement System (NYSTRS)
New York
$2.63M +$63.2K +841 +2%
UBS AM
115
UBS AM
Illinois
$2.62M -$218K -2,903 -8%
Public Sector Pension Investment Board (PSP Investments)
116
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.56M +$52.6K +700 +2%
TPSF
117
Texas Permanent School Fund
Texas
$2.55M -$18.4K -245 -0.7%
Citadel Advisors
118
Citadel Advisors
Florida
$2.37M +$1.25M +16,703 +112%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.34M +$74.1K +986 +3%
Barclays
120
Barclays
United Kingdom
$2.19M -$1.66M -22,076 -43%
FP
121
Foundry Partners
Minnesota
$2.19M -$143K -1,908 -6%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$2.04M +$199K +2,650 +11%
Los Angeles Capital Management
123
Los Angeles Capital Management
California
$2.04M -$290K -3,860 -12%
SG Americas Securities
124
SG Americas Securities
New York
$2.02M +$315K +4,194 +19%
NA
125
Neuburgh Advisers
California
$2.01M -$20.4K -272 -1%