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HealthEquity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
201
Premier Fund Managers
United Kingdom
$697K
CSS
202
Cubist Systematic Strategies
Connecticut
$696K +$696K +10,503 New
Public Employees Retirement Association of Colorado
203
Public Employees Retirement Association of Colorado
Colorado
$686K
SC
204
Shay Capital
New York
$663K -$1.08M -16,250 -62%
PTC
205
Petrus Trust Company
Texas
$657K +$122K +1,839 +23%
William Blair & Company
206
William Blair & Company
Illinois
$654K -$117K -1,766 -15%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$643K -$5.7K -86 -0.9%
Creative Planning
208
Creative Planning
Kansas
$637K +$182K +2,744 +40%
Twin Tree Management
209
Twin Tree Management
Texas
$628K +$628K +9,468 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$613K +$53.4K +796 +10%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$613K -$60K -905 -9%
OAC
212
OMERS Administration Corp
Ontario, Canada
$597K +$597K +9,000 New
ETC
213
Exchange Traded Concepts
Oklahoma
$593K
VPIM
214
Vanguard Personalized Indexing Management
California
$590K +$41.8K +631 +8%
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$589K -$22K -332 -4%
Allianz Asset Management
216
Allianz Asset Management
Germany
$570K +$570K +8,600 New
CB
217
Commerce Bank
Missouri
$559K -$35.1K -530 -6%
CCIA
218
Campbell & Co Investment Adviser
Maryland
$543K +$16.8K +254 +3%
VI
219
Vestcor Inc
New Brunswick, Canada
$541K
SSWM
220
Sheets Smith Wealth Management
North Carolina
$514K -$11.3K -170 -2%
EP
221
Edgestream Partners
New Jersey
$512K +$512K +7,726 New
SWM
222
Sendero Wealth Management
Texas
$504K
SOW
223
State of Wyoming
Wyoming
$486K +$164K +2,481 +51%
SAM
224
Securian Asset Management
Minnesota
$473K -$6.63K -100 -1%
Pathstone Holdings
225
Pathstone Holdings
New Jersey
$465K +$465K +7,014 New