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HealthEquity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
201
Securian Asset Management
Minnesota
$383K +$11.4K +221 +3%
IFWM
202
Institute for Wealth Management
Colorado
$376K -$13.4K -260 -3%
VWA
203
V Wealth Advisors
Kansas
$367K -$100K -1,950 -21%
PC
204
PA Capital
Virginia
$357K +$357K +6,954 New
CGH
205
Crossmark Global Holdings
Texas
$331K +$9.75K +190 +3%
JPMPWA
206
J.P. Morgan Private Wealth Advisors
California
$319K +$319K +6,212 New
BFEC
207
Benjamin F. Edwards & Company
Missouri
$317K +$77.5K +1,508 +32%
PAG
208
Private Advisor Group
New Jersey
$312K -$5.75K -112 -2%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$311K -$36.1K -702 -10%
CAM
210
Concorde Asset Management
Michigan
$309K +$309K +6,019 New
HSBC Holdings
211
HSBC Holdings
United Kingdom
$287K +$43.8K +857 +18%
Truist Financial
212
Truist Financial
North Carolina
$274K -$162K -3,166 -37%
PP
213
PDT Partners
New York
$273K +$273K +5,307 New
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$271K +$134K +2,587 +98%
BUB
215
BBVA USA Bancshares
Texas
$263K +$84.4K +1,647 +47%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$261K +$17.1K +333 +7%
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$257K
SSWM
218
Sheets Smith Wealth Management
North Carolina
$256K
Osaic Holdings
219
Osaic Holdings
Arizona
$255K -$751K -14,160 -75%
BCI
220
Brinker Capital Investments
Pennsylvania
$249K +$249K +4,839 New
GC
221
Guggenheim Capital
Illinois
$222K -$470K -9,135 -68%
SL
222
Stevard LLC
Illinois
$215K +$215K +4,194 New
SCM
223
Shelton Capital Management
Colorado
$212K
PP
224
Paloma Partners
Connecticut
$211K -$34.1K -664 -14%
Teacher Retirement System of Texas
225
Teacher Retirement System of Texas
Texas
$208K +$208K +4,056 New