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HealthEquity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Shares
Change %
QI
201
QS Investors
New York
$51K
AF
202
Allworth Financial
California
$47K
Simplex Trading
203
Simplex Trading
Illinois
$45K -$11K -239 -20%
CTA
204
Carillon Tower Advisers
Florida
$34.1K +$34.1K +730,811 New
MSFP
205
Mark Sheptoff Financial Planning
Connecticut
$33K
SO
206
STRS Ohio
Ohio
$32K -$1.03M -22,500 -97%
SWA
207
Sutton Wealth Advisors
Florida
$30.4K
IA
208
IFP Advisors
Florida
$29K -$6.35K -135 -18%
Group One Trading
209
Group One Trading
Illinois
$28K +$23.3K +500 +500%
DSC
210
Duncker Streett & Co
Missouri
$28K +$28K +600 New
Citigroup
211
Citigroup
New York
$24K +$16K +341 +198%
FPS
212
Fieldpoint Private Securities
Connecticut
$23K
AAM
213
Advisors Asset Management
Colorado
$21K +$21K +442 New
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$17K
VCM
215
Versant Capital Management
Arizona
$9K +$443 +10 +5%
SWP
216
Stratos Wealth Partners
Ohio
$9K +$9K +200 New
CHP
217
Cable Hill Partners
Oregon
$7K
MOS
218
MGO One Seven
Ohio
$6K +$6K +131 New
PG
219
Patten Group
Tennessee
$5K
APA
220
American Portfolios Advisors
New York
$4.67K +$4.67K +100 New
GT
221
Glenmede Trust
Pennsylvania
$4K
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.33K +49 +140%
GRP
223
Global Retirement Partners
California
$4K +$4K +94 New
GEA
224
Glen Eagle Advisors
New Jersey
$3.73K -$2.8K -60 -43%
RIM
225
Ranger Investment Management
Texas
$3K