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HealthEquity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
114
Reduced
120
Closed
37
Calls
$18.3M
Puts
$23.3M
Net Calls
-$4.96M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
ESCM
201
Echo Street Capital Management
New York
$573K +$573K +9,298 New
LOAME
202
Lombard Odier Asset Management (Europe)
United Kingdom
$546K -$9.25K -150 -2%
CB
203
Commerce Bank
Missouri
$529K -$13.9K -225 -3%
ETC
204
Exchange Traded Concepts
Oklahoma
$520K +$520K +8,435 New
AWA
205
Arkadios Wealth Advisors
Georgia
$510K +$510K +8,270 New
VRS
206
Virginia Retirement Systems
Virginia
$505K -$142K -2,300 -22%
VI
207
Vestcor Inc
New Brunswick, Canada
$503K
MAM
208
Morse Asset Management
Connecticut
$499K +$146K +2,360 +41%
I
209
InceptionR
California
$487K +$487K +7,898 New
NMIMC
210
Northwestern Mutual Investment Management Company
Wisconsin
$482K -$269K -4,362 -36%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$476K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$476K +$10.3K +167 +2%
SAM
213
Securian Asset Management
Minnesota
$474K
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$472K -$86.4K -1,400 -15%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$446K -$13.3K -216 -3%
CP
216
CenterBook Partners
Connecticut
$428K +$428K +6,942 New
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$420K -$77.1K -1,251 -15%
IFWM
218
Institute for Wealth Management
Colorado
$411K -$10.9K -177 -3%
GC
219
Guggenheim Capital
Illinois
$402K +$402K +6,518 New
KIA
220
KLR Investment Advisors
Rhode Island
$384K +$384K +6,228 New
NAM
221
NorthCrest Asset Manangement
Minnesota
$382K +$6.16K +100 +2%
WG
222
Winton Group
United Kingdom
$365K +$365K +5,922 New
CAPTRUST Financial Advisors
223
CAPTRUST Financial Advisors
North Carolina
$356K -$193K -3,137 -35%
PA
224
Profund Advisors
Maryland
$346K -$3.82K -62 -1%
BFM
225
Boothbay Fund Management
New York
$346K +$346K +5,612 New