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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
226
Sheets Smith Wealth Management
North Carolina
$252K +$14.9K +294 +6%
ACM
227
AlphaCrest Capital Management
New York
$249K -$287K -5,664 -54%
VRS
228
Virginia Retirement Systems
Virginia
$243K +$20.3K +400 +9%
SPIA
229
Steward Partners Investment Advisory
New York
$237K -$1.08M -21,421 -82%
PC
230
Polar Capital
United Kingdom
$233K +$233K +4,611 New
AWM
231
AE Wealth Management
Kansas
$232K +$8.65K +171 +4%
SCM
232
Shelton Capital Management
Colorado
$228K +$33.3K +658 +17%
DC
233
Davenport & Co
Virginia
$223K +$223K +4,410 New
PA
234
Profund Advisors
Maryland
$221K -$175K -3,462 -44%
Creative Planning
235
Creative Planning
Kansas
$212K +$45.1K +893 +27%
LIA
236
LS Investment Advisors
Michigan
$193K – – –
ZB
237
Zions Bancorporation
Utah
$179K +$25.1K +496 +16%
ED
238
Exane Derivatives
France
$178K -$128K -2,533 -42%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$165K +$26.6K +526 +19%
QT
240
Quantbot Technologies
New York
$153K -$317K -6,271 -67%
HIA
241
Harbor Investment Advisory
Maryland
$133K – – –
BFEC
242
Benjamin F. Edwards & Company
Missouri
$112K -$5.3K -105 -5%
AAM
243
Advisors Asset Management
Colorado
$105K -$33.5K -660 -24%
DCM
244
Dupont Capital Management
Delaware
$98K +$98K +1,930 New
SI
245
Stephens Inc
Arkansas
$94K +$12.4K +245 +15%
QI
246
QS Investors
New York
$56K – – –
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$46K +$15.3K +300 +50%
Mitsubishi UFJ Asset Management
248
Mitsubishi UFJ Asset Management
Japan
$45K +$9.79K +193 +28%
FHA
249
First Horizon Advisors
Tennessee
$42K +$15.3K +310 +58%
QCG
250
Quadrant Capital Group
Ohio
$38K -$24.5K -481 -39%
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