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HealthEquity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
201
Shaker Investments
Ohio
$519K
William Blair & Company
202
William Blair & Company
Illinois
$512K +$204K +3,477 +66%
Truist Financial
203
Truist Financial
North Carolina
$500K -$345K -5,883 -41%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$457K +$106K +1,804 +30%
IFWM
205
Institute for Wealth Management
Colorado
$445K +$2.64K +45 +0.6%
SAM
206
Securian Asset Management
Minnesota
$424K
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$396K -$525K -8,943 -57%
SCM
208
Silvant Capital Management
Georgia
$390K
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$370K -$1.64M -27,881 -82%
CGH
210
Crossmark Global Holdings
Texas
$367K +$20.5K +350 +6%
PAG
211
Private Advisor Group
New Jersey
$363K -$2.94K -50 -0.8%
WP
212
Woodline Partners
California
$358K +$358K +6,100 New
CB
213
Commerce Bank
Missouri
$347K +$347K +5,910 New
PA
214
Profund Advisors
Maryland
$321K +$64.3K +1,095 +25%
TCWM
215
Total Clarity Wealth Management
Illinois
$312K -$17.6K -300 -5%
BC
216
Brinker Capital
Pennsylvania
$296K +$296K +5,040 New
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$293K
SSWM
218
Sheets Smith Wealth Management
North Carolina
$292K
PP
219
Paloma Partners
Connecticut
$280K +$280K +4,770 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$279K +$87.9K +1,500 +46%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$279K +$279K +4,757 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$273K +$143K +2,443 +110%
SCM
223
Shelton Capital Management
Colorado
$242K -$21.9K -374 -8%
Creative Planning
224
Creative Planning
Kansas
$241K -$5.34K -91 -2%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$237K +$237K +4,035 New