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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
201
Teza Capital Management
Illinois
$729K +$729K +9,974 New
GC
202
Guggenheim Capital
Illinois
$719K +$18.6K +255 +3%
Pictet Asset Management
203
Pictet Asset Management
Switzerland
$714K +$714K +9,778 New
Calamos Advisors
204
Calamos Advisors
Illinois
$712K +$712K +9,742 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$673K -$134K -1,835 -17%
Osaic Holdings
206
Osaic Holdings
Arizona
$671K +$43.6K +597 +7%
CIC
207
Cornercap Investment Counsel
Georgia
$663K -$13.8K -189 -2%
CB
208
Commerce Bank
Missouri
$655K -$58.6K -802 -8%
ETC
209
Exchange Traded Concepts
Oklahoma
$654K -$104K -1,426 -14%
Citigroup
210
Citigroup
New York
$619K -$1.95M -26,660 -76%
VPIM
211
Vanguard Personalized Indexing Management
California
$604K +$34.8K +477 +6%
VI
212
Vestcor Inc
New Brunswick, Canada
$596K
PTC
213
Petrus Trust Company
Texas
$589K +$105K +1,442 +22%
Bank of Montreal
214
Bank of Montreal
Ontario, Canada
$586K +$2.04K +29 +0.3%
LFAS
215
Level Four Advisory Services
Texas
$583K +$583K +7,985 New
CCIA
216
Campbell & Co Investment Adviser
Maryland
$580K +$285K +3,908 +97%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$579K +$14K +191 +2%
AQR Capital Management
218
AQR Capital Management
Connecticut
$578K -$449K -6,144 -44%
SWM
219
Sendero Wealth Management
Texas
$555K
WP
220
Woodline Partners
California
$533K +$533K +7,300 New
SAM
221
Securian Asset Management
Minnesota
$529K -$25.7K -352 -5%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$527K -$745K -10,199 -59%
AG
223
Algert Global
California
$506K -$547K -7,500 -52%
Creative Planning
224
Creative Planning
Kansas
$501K +$116K +1,583 +30%
NAM
225
NorthCrest Asset Manangement
Minnesota
$497K