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HealthEquity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$1.24M -$3.17M -45,504 -72%
RG
152
Renaissance Group
Kentucky
$1.21M +$43.2K +620 +4%
SBWIC
153
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.2M -$191K -2,735 -14%
Holocene Advisors
154
Holocene Advisors
New York
$1.16M -$999K -14,330 -46%
SA
155
Strategic Advisors
New York
$1.13M +$1.13M +14,515 New
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$1.06M +$202K +2,900 +24%
PCM
157
Prelude Capital Management
New York
$1.05M +$287K +4,124 +38%
Prudential Financial
158
Prudential Financial
New Jersey
$1M +$19.9K +285 +2%
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$934K -$90.6K -1,300 -9%
OBGC
160
O'Brien Greene & Co
Pennsylvania
$934K +$34.9K +500 +4%
Group One Trading
161
Group One Trading
Illinois
$933K +$297K +4,259 +47%
William Blair & Company
162
William Blair & Company
Illinois
$917K -$17.4K -250 -2%
AQR Capital Management
163
AQR Capital Management
Connecticut
$902K -$39.6K -573 -4%
First Trust Advisors
164
First Trust Advisors
Illinois
$887K -$1.43M -20,486 -62%
Federated Hermes
165
Federated Hermes
Pennsylvania
$883K -$340K -4,885 -28%
SOADOR
166
State of Alaska Department of Revenue
Alaska
$870K -$41.4K -595 -5%
AB
167
Amalgamated Bank
New York
$868K +$7.95K +114 +0.9%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$857K +$83.6K +1,200 +11%
CAM
169
ClariVest Asset Management
California
$829K -$1.13M -16,245 -58%
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$821K +$388K +5,565 +90%
CF
171
CNA Financial
Illinois
$812K -$521K -7,470 -39%
GI
172
Gradient Investments
Minnesota
$783K -$25.4K -494 -3%
X
173
Xponance
Pennsylvania
$760K -$1.81K -26 -0.2%
CGH
174
Crossmark Global Holdings
Texas
$750K +$300K +4,310 +67%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$721K