Marshall Wace North America’s HealthEquity HQY Stock Holding History

Marshall Wace North America’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1.09M	Buy	+16,788	New	+$1.17M	﹤0.01%	894
2019 Q4	–	Sell	-2,094	Closed	-$120K	–	1419
2019 Q3	$120K	Sell	2,094 -29,068	-93%	-$1.93M	﹤0.01%	1030
2019 Q2	$2.04M	Buy	+31,162	New	+$2.17M	0.01%	562
2018 Q1	–	Sell	-39,231	Closed	-$1.83M	–	1544
2017 Q4	$1.83M	Sell	39,231 -43,883	-53%	-$2.17M	0.01%	853
2017 Q3	$4.24M	Buy	+83,114	New	+$3.87M	0.03%	593

Other funds holding HQY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Marshall Wace North America's HQY Position: Q3 2021 in Review

Marshall Wace North America opened a new position in HealthEquity (HQY) in Q3 2021: 16,788 shares worth $1.09M. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings. This is a return to the name: Marshall Wace North America previously reported a position in HQY as recently as Q3 2019.

Marshall Wace North America first reported a position in HQY in Q3 2017 and has held it in 5 quarters since. The position peaked at $4.24M in Q3 2017. 286 funds tracked by Wall St. Rank hold HQY as of Q3 2021.

Marshall Wace North America held 16,788 shares of HealthEquity worth $1.09M as of Q3 2021.
HealthEquity was a new Marshall Wace North America position in Q3 2021.
HealthEquity made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #894 holding.
Marshall Wace North America first reported a position in HealthEquity in Q3 2017 and has held it in 5 quarters since.
Marshall Wace North America's HealthEquity position peaked at $4.24M in Q3 2017.
286 funds tracked by Wall St. Rank held HealthEquity as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.