MWNA
HQY icon

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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return