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HealthEquity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ProShare Advisors
201
ProShare Advisors
Maryland
$745K -$76.4K -1,169 -9%
FWM
202
Frontier Wealth Management
Missouri
$703K -$32.7K -500 -4%
UCFA
203
United Capital Financial Advisors
Texas
$698K +$49.1K +751 +8%
MERSOM
204
Municipal Employees' Retirement System of Michigan
Michigan
$657K +$9.16K +140 +1%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$645K +$65.5K +1,002 +11%
TRSOTSOK
206
Teachers Retirement System of the State of Kentucky
Kentucky
$641K -$65.4K -1,000 -9%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$629K +$3.53K +54 +0.6%
ECM
208
ExodusPoint Capital Management
New York
$629K +$629K +9,620 New
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$615K -$105K -1,600 -15%
XK
210
Xact Kapitalforvaltning
Sweden
$609K
OAM
211
Oppenheimer Asset Management
New York
$581K -$22.8K -348 -4%
SI
212
Shaker Investments
Ohio
$568K -$412K -6,310 -42%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$549K
SO
214
STRS Ohio
Ohio
$549K +$52.3K +800 +11%
IG
215
ING Group
Netherlands
$547K +$167K +2,547 +44%
IFWM
216
Institute for Wealth Management
Colorado
$540K -$15.7K -240 -3%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$524K +$378K +5,769 +258%
SDIC
218
South Dakota Investment Council
South Dakota
$517K
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$513K +$15.7K +240 +3%
LCM
220
Landscape Capital Management
New Jersey
$503K +$503K +7,688 New
ARTA
221
A.R.T. Advisors
New York
$487K +$487K +7,439 New
AAMU
222
Amundi Asset Management US
Massachusetts
$481K +$51.9K +794 +12%
PAG
223
Private Advisor Group
New Jersey
$473K +$31.6K +483 +7%
PIA
224
Piedmont Investment Advisors
North Carolina
$471K +$269K +4,105 +133%
PA
225
Profund Advisors
Maryland
$467K -$14.5K -222 -3%