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HealthEquity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$833K
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$814K +$121K +1,504 +17%
Truist Financial
178
Truist Financial
North Carolina
$782K +$424K +5,267 +118%
ZIM
179
Zacks Investment Management
Illinois
$770K +$770K +9,573 New
P8IP
180
Pier 88 Investment Partners
California
$743K
TRCT
181
Tower Research Capital (TRC)
New York
$707K -$177K -2,196 -20%
Pacer Advisors
182
Pacer Advisors
Pennsylvania
$703K -$8.45K -105 -1%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$697K +$111K +1,385 +19%
FWM
184
Frontier Wealth Management
Missouri
$694K -$12.1K -150 -2%
CAM
185
ClariVest Asset Management
California
$673K -$227K -2,827 -25%
PI
186
PFS Investments
Georgia
$670K +$670K +8,461 New
CB
187
Commerce Bank
Missouri
$666K +$1.77K +22 +0.3%
Walleye Trading
188
Walleye Trading
New York
$653K +$251K +3,126 +63%
FIA
189
FNY Investment Advisers
New York
$652K +$652K +8,110 New
DA
190
Duality Advisers
Florida
$637K -$787K -9,777 -55%
PA
191
Profund Advisors
Maryland
$633K -$9.73K -121 -2%
Zurich Cantonal Bank
192
Zurich Cantonal Bank
Switzerland
$629K -$36.4K -452 -5%
SAM
193
Securian Asset Management
Minnesota
$617K -$13K -162 -2%
IFWM
194
Institute for Wealth Management
Colorado
$580K
XT
195
XTX Topco
Cayman Islands
$562K +$562K +6,978 New
SFI
196
Susquehanna Fundamental Investments
Pennsylvania
$526K -$153K -1,900 -23%
BC
197
Brookfield Corp
Ontario, Canada
$523K -$282K -3,503 -35%
PHK
198
Point72 Hong Kong
Hong Kong
$521K +$492K +6,111 +1,693%
AQR Capital Management
199
AQR Capital Management
Connecticut
$517K +$517K +6,424 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$489K -$167K -1,994 -25%