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HealthEquity

140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
60
Reduced
34
Closed
27
Calls
$2.24M
Puts
$1.41M
Net Calls
+$824K
Net Calls Change
+$368K
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Life
126
Canada Life
Manitoba, Canada
$101K
BlackRock
127
BlackRock
New York
$57K -$3K -121 -5%
Victory Capital Management
128
Victory Capital Management
Texas
$37K -$11.7K -476 -24%
LIA
129
LS Investment Advisors
Michigan
$32K
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$25K
SAM
131
Solaris Asset Management
New York
$19K
SWA
132
Sutton Wealth Advisors
Florida
$16.1K +$16.1K +652 New
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$12K -$2.35K -98 -16%
TRCT
134
Tower Research Capital (TRC)
New York
$11K -$5.61K -237 -34%
DADC
135
D.A. Davidson & Co
Montana
$11K +$11K +468 New
Geode Capital Management
136
Geode Capital Management
Massachusetts
$6.34K +$638 +25,859 +11%
CG
137
Cutler Group
California
$5K -$22.6K -993 -82%
IA
138
IFP Advisors
Florida
$4K +$4K +55 New
QCG
139
Quadrant Capital Group
Ohio
$1K +$1K +47 New
VCM
140
Versant Capital Management
Arizona
$1K +$1K +73 New
Lord, Abbett & Co
141
Lord, Abbett & Co
New Jersey
-$30.9M -1,231,530 Closed
Loomis, Sayles & Company
142
Loomis, Sayles & Company
Massachusetts
-$16.9M -674,778 Closed
First Trust Advisors
143
First Trust Advisors
Illinois
-$1.97M -78,553 Closed
Renaissance Technologies
144
Renaissance Technologies
New York
-$1.86M -74,200 Closed
Neuberger Berman Group
145
Neuberger Berman Group
New York
-$1.23M -49,100 Closed
PI
146
Putnam Investments
Massachusetts
-$857K -34,168 Closed
WSA
147
Wall Street Associates
California
-$821K -32,761 Closed
LCG
148
Lisanti Capital Growth
New York
-$728K -29,035 Closed
CCI
149
Columbus Circle Investors
-$677K -27,003 Closed
ARTA
150
A.R.T. Advisors
New York
-$628K -25,059 Closed