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HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
UH
201
Unigestion Holding
Switzerland
$683K +$683K +7,234 New
CM
202
Castleark Management
Illinois
$672K
GP
203
Geneva Partners
Wisconsin
$665K -$121K -1,280 -15%
SDIC
204
South Dakota Investment Council
South Dakota
$633K +$633K +6,700 New
OAM
205
Oppenheimer Asset Management
New York
$628K +$38.5K +407 +7%
SAM
206
Securian Asset Management
Minnesota
$626K +$626K +6,633 New
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$618K -$428K -4,530 -41%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$613K -$66.7K -706 -10%
SCM
209
Silvant Capital Management
Georgia
$580K
PAG
210
Private Advisor Group
New Jersey
$513K +$513K +5,432 New
SCM
211
Shelton Capital Management
Colorado
$498K +$17.7K +187 +4%
WG
212
Winton Group
United Kingdom
$498K +$67.7K +717 +16%
HH
213
Hilltop Holdings
Texas
$495K +$35.1K +371 +8%
CSS
214
Cubist Systematic Strategies
Connecticut
$481K -$118K -1,249 -20%
KeyBank National Association
215
KeyBank National Association
Ohio
$459K -$361K -3,828 -44%
PAG
216
Private Advisory Group
Washington
$458K +$458K +5,296 New
CGH
217
Crossmark Global Holdings
Texas
$455K -$334K -3,540 -42%
SS
218
Simplicity Solutions
Minnesota
$448K +$186K +1,972 +71%
FIM
219
Freedom Investment Management
Connecticut
$446K -$85.6K -905 -16%
TRCT
220
Tower Research Capital (TRC)
New York
$441K +$210K +2,229 +91%
RHBC
221
R.H. Bluestein & Co
Michigan
$434K +$94.3K +1,000 +28%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$419K +$28.3K +300 +7%
Millennium Management
223
Millennium Management
New York
$416K -$1.25M -13,217 -75%
NA
224
Navellier & Associates
Nevada
$401K +$401K +4,250 New
M&T Bank
225
M&T Bank
New York
$390K +$31.6K +335 +9%