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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$1.15M -$83.7K -1,146 -7%
SBWIC
177
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.15M -$26.3K -360 -2%
ProShare Advisors
178
ProShare Advisors
Maryland
$1.14M -$28.3K -388 -2%
Handelsbanken Fonder
179
Handelsbanken Fonder
Sweden
$1.11M
CGH
180
Crossmark Global Holdings
Texas
$1.11M -$12.8K -172 -1%
GAM
181
Gotham Asset Management
New York
$1.1M +$1.1M +15,104 New
Mariner
182
Mariner
Kansas
$1.09M +$25.2K +345 +2%
AA
183
ALPS Advisors
Colorado
$1.04M -$231K -3,166 -18%
MAM
184
Madison Asset Management
Wisconsin
$1.01M +$1.01M +13,835 New
Federated Hermes
185
Federated Hermes
Pennsylvania
$984K -$78.8K -1,079 -7%
US Bancorp
186
US Bancorp
Minnesota
$958K +$193K +2,637 +25%
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$895K +$360K +4,928 +67%
X
188
Xponance
Pennsylvania
$886K -$19.7K -269 -2%
HA
189
HC Advisors
Georgia
$885K +$1.83K +25 +0.2%
LI
190
LMCG Investments
Massachusetts
$865K +$865K +11,838 New
CIA
191
Choate Investment Advisors
Massachusetts
$859K +$859K +11,763 New
William Blair & Company
192
William Blair & Company
Illinois
$849K -$138K -1,891 -14%
NA
193
NewEdge Advisors
Louisiana
$841K -$131K -1,792 -13%
SRAM
194
Spouting Rock Asset Management
Pennsylvania
$820K -$12.9K -176 -2%
SO
195
STRS Ohio
Ohio
$788K -$65.7K -900 -8%
PFM
196
Premier Fund Managers
United Kingdom
$782K +$782K +10,510 New
XT
197
XTX Topco
Cayman Islands
$770K +$770K +10,535 New
LCM
198
Legato Capital Management
California
$765K +$765K +10,475 New
Public Employees Retirement Association of Colorado
199
Public Employees Retirement Association of Colorado
Colorado
$756K
SOADOR
200
State of Alaska Department of Revenue
Alaska
$741K -$32.1K -440 -4%