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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 %
Russell Investments Group
151
Russell Investments Group
United Kingdom
$1.11M +$743K +9,879 +203%
WCA
152
Westover Capital Advisors
Delaware
$1.09M -$38.7K -515 -3%
Nomura Holdings
153
Nomura Holdings
Japan
$1.05M +$1.05M +14,000 New
AW
154
ACG Wealth
Georgia
$1.01M
SCM
155
Stevens Capital Management
Pennsylvania
$965K +$965K +12,846 New
Verition Fund Management
156
Verition Fund Management
Connecticut
$926K +$926K +12,335 New
PIA
157
Piedmont Investment Advisors
North Carolina
$921K +$93.4K +1,244 +11%
KTM
158
Keeler Thomas Management
Utah
$910K +$152K +2,025 +20%
OAM
159
Oxford Asset Management
United Kingdom
$896K -$1.04M -13,799 -54%
AHC
160
Anderson Hoagland & Co
Missouri
$885K
FWM
161
Frontier Wealth Management
Missouri
$864K -$113K -1,500 -12%
PA
162
Profund Advisors
Maryland
$849K +$87.2K +1,162 +11%
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$845K +$845K +11,257 New
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$834K +$472K +6,287 +130%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$831K -$22.6K -301 -3%
SSA
166
Schonfeld Strategic Advisors
New York
$751K +$751K +10,000 New
EMG
167
Ellington Management Group
Connecticut
$736K +$736K +9,800 New
VRS
168
Virginia Retirement Systems
Virginia
$706K +$706K +9,400 New
ProShare Advisors
169
ProShare Advisors
Maryland
$663K +$58.5K +779 +10%
AB
170
Amalgamated Bank
New York
$660K +$115K +1,534 +21%
KeyBank National Association
171
KeyBank National Association
Ohio
$653K
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$630K
CGH
173
Crossmark Global Holdings
Texas
$628K +$27K +360 +5%
GP
174
Geneva Partners
Wisconsin
$625K -$457K -6,085 -42%
USAA
175
United Services Automobile Association
Texas
$623K +$41.1K +548 +7%