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HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
201
Ameritas Investment Partners
Nebraska
$343K +$14.1K +188 +4%
WG
202
Winton Group
United Kingdom
$342K +$86.2K +1,148 +34%
HCM
203
Highbridge Capital Management
New York
$331K +$331K +4,419 New
Commonwealth Equity Services
204
Commonwealth Equity Services
Massachusetts
$311K +$30.5K +406 +11%
ECM
205
Everence Capital Management
Indiana
$306K
TPWA
206
TRUE Private Wealth Advisors
Oregon
$303K +$303K +4,039 New
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$299K -$201K -2,688 -40%
M&T Bank
208
M&T Bank
New York
$285K +$28.4K +378 +11%
MC
209
Miles Capital
Iowa
$283K
SBIA
210
Sheaff Brock Investment Advisors
Indiana
$278K +$4.13K +55 +2%
UAS
211
United Asset Strategies
New York
$275K -$7.5K -100 -3%
ZB
212
Zions Bancorporation
Utah
$271K -$1.95K -26 -0.7%
RHBC
213
R.H. Bluestein & Co
Michigan
$270K +$270K +3,600 New
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$259K
IR
215
Invictus RG
Bermuda
$247K -$385K -5,120 -61%
FRM
216
Fox Run Management
Connecticut
$247K +$247K +3,295 New
DADC
217
D.A. Davidson & Co
Montana
$243K -$299K -3,981 -55%
NIT
218
NumerixS Investment Technologies
British Columbia, Canada
$229K -$549K -7,127 -71%
CIM
219
CIM Investment Management
Pennsylvania
$226K +$226K +3,010 New
FAM
220
Fortaleza Asset Management
Illinois
$224K -$101K -1,345 -31%
SS
221
Simplicity Solutions
Minnesota
$207K +$207K +2,766 New
ZCA
222
Zeke Capital Advisors
Pennsylvania
$206K +$206K +2,739 New
FMT
223
First Mercantile Trust
Tennessee
$204K -$4.58K -61 -2%
SCI
224
S&CO Inc
Massachusetts
$204K +$204K +2,710 New
CL
225
CIM LLC
New York
$204K +$204K +2,715 New