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HealthEquity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
Natixis Advisors
176
Natixis Advisors
Massachusetts
$1.14M -$30K -452 -3%
CIC
177
Cornercap Investment Counsel
Georgia
$1.14M +$538K +8,120 +89%
Citigroup
178
Citigroup
New York
$1.13M +$571K +8,612 +102%
NA
179
NewEdge Advisors
Louisiana
$1.08M +$279K +4,024 +35%
SO
180
STRS Ohio
Ohio
$1.07M +$351K +5,300 +49%
SBWIC
181
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.04M
Cerity Partners
182
Cerity Partners
New York
$1.02M -$26.1K -394 -3%
AA
183
ALPS Advisors
Colorado
$1.02M +$72.7K +1,097 +8%
Handelsbanken Fonder
184
Handelsbanken Fonder
Sweden
$1.01M
Mariner
185
Mariner
Kansas
$948K -$45.8K -691 -5%
DTL
186
Dynamic Technology Lab
Singapore
$871K +$871K +13,136 New
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$853K +$374K +5,646 +78%
Federated Hermes
188
Federated Hermes
Pennsylvania
$818K -$74.9K -1,130 -8%
WLG
189
Williamson Legacy Group
Indiana
$815K +$815K +12,289 New
X
190
Xponance
Pennsylvania
$813K +$9.75K +147 +1%
HA
191
HC Advisors
Georgia
$804K
TRCT
192
Tower Research Capital (TRC)
New York
$803K +$438K +6,607 +120%
EGM
193
Engineers Gate Manager
New York
$798K +$798K +12,036 New
LI
194
LMCG Investments
Massachusetts
$785K
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$779K -$34K -513 -4%
CGH
196
Crossmark Global Holdings
Texas
$745K -$241K -3,633 -24%
Verition Fund Management
197
Verition Fund Management
Connecticut
$740K +$740K +11,165 New
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$734K +$734K +11,071 New
US Bancorp
199
US Bancorp
Minnesota
$727K -$142K -2,143 -16%
SRAM
200
Spouting Rock Asset Management
Pennsylvania
$707K -$37.7K -568 -5%