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HealthEquity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
201
Magnetar Financial
Illinois
$467K +$467K +7,204 New
IFWM
202
Institute for Wealth Management
Colorado
$466K -$1.17K -18 -0.2%
Osaic Holdings
203
Osaic Holdings
Arizona
$440K +$78.1K +1,199 +22%
ZB
204
Zions Bancorporation
Utah
$409K +$93.6K +1,447 +30%
DTL
205
Dynamic Technology Lab
Singapore
$391K +$391K +6,030 New
Los Angeles Capital Management
206
Los Angeles Capital Management
California
$379K
GCP
207
GSA Capital Partners
United Kingdom
$368K +$368K +5,688 New
BU
208
BBVA USA
Alabama
$363K +$19.2K +297 +6%
AG
209
Appleton Group
Wisconsin
$360K +$13.7K +212 +4%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$345K -$19.7K -304 -5%
RCM
211
Radnor Capital Management
Pennsylvania
$345K +$4.86K +75 +1%
PFO
212
Pathstone Family Office
New Jersey
$345K +$119K +1,832 +52%
Walleye Trading
213
Walleye Trading
New York
$340K -$186K -2,867 -35%
SSWM
214
Sheets Smith Wealth Management
North Carolina
$326K
NSEDCP
215
NJ State Employees Deferred Compensation Plan
New Jersey
$324K
PHK
216
Point72 Hong Kong
Hong Kong
$314K -$105K -1,627 -25%
PP
217
PDT Partners
New York
$314K +$314K +4,850 New
TRCT
218
Tower Research Capital (TRC)
New York
$304K -$265K -4,092 -47%
ACM
219
AlphaCrest Capital Management
New York
$287K +$287K +4,425 New
SCM
220
Shelton Capital Management
Colorado
$283K
SWP
221
Stratos Wealth Partners
Ohio
$276K +$276K +4,264 New
HWAM
222
Hennion & Walsh Asset Management
New Jersey
$264K -$3.69K -57 -1%
ECM
223
ExodusPoint Capital Management
New York
$258K +$258K +3,990 New
NIMI
224
Natixis Investment Managers International
France
$250K -$15K -232 -6%
CIM
225
CIM Investment Management
Pennsylvania
$234K