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HealthEquity

276 hedge funds and large institutions have $4.5B invested in HealthEquity in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 103 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
6.33%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
39
Increased
103
Reduced
102
Closed
33
Calls
$9.33M
Puts
$18.3M
Net Calls
-$9M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$577M +$58.4M +777,915 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$405M +$35.5M +473,148 +10%
Morgan Stanley
3
Morgan Stanley
New York
$260M -$3.14M -41,757 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$256M +$53.7M +715,441 +27%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$197M -$12.6M -168,194 -6%
Invesco
6
Invesco
Georgia
$193M +$8.18M +108,965 +4%
WRBC
7
W.R. Berkley Corp
Connecticut
$173M -$135M -1,804,247 -44%
WA
8
Wasatch Advisors
Utah
$135M -$25.7M -342,331 -16%
State Street
9
State Street
Massachusetts
$110M +$10.9M +144,624 +11%
BAMCO Inc
10
BAMCO Inc
New York
$90.4M
EAM
11
Eagle Asset Management
Florida
$81.4M -$2M -26,680 -2%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$80.5M -$11.8M -157,566 -13%
ACH
13
ArrowMark Colorado Holdings
Colorado
$72.5M -$9.12M -121,435 -11%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$65.7M +$47M +626,309 +252%
SIMG
15
Stephens Investment Management Group
Texas
$57.7M -$5.87M -76,123 -9%
CTA
16
Carillon Tower Advisers
Florida
$56.5M +$49.9M +664,157 +752%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$54.4M -$15.1M -200,557 -22%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$52.7M -$72K -959 -0.1%
Northern Trust
19
Northern Trust
Illinois
$52.2M +$2.3M +30,581 +5%
WRF
20
Waddell & Reed Financial
Kansas
$51.7M -$8.67M -115,402 -14%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$50.1M -$16.8M -224,208 -25%
Victory Capital Management
22
Victory Capital Management
Texas
$49.9M -$16.8M -224,000 -25%
Ameriprise
23
Ameriprise
Minnesota
$49M +$411K +5,469 +0.8%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$45.7M -$14M -185,928 -23%
Wells Fargo
25
Wells Fargo
California
$45.2M -$28.2M -376,124 -38%