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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$149M
2
ACH
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
Dorsal Capital Management
California
$29.3M
4
WA
Wasatch Advisors
Utah
$187M
5
ESCM
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
Jackson Square Partners
California
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
Victory Capital Management
Texas
$47.7M
4
Invesco
Invesco
Georgia
$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
226
Steward Partners Investment Advisory
New York
$236K -$38.8K -662 -14%
LIA
227
LS Investment Advisors
Michigan
$236K +$11.8K +200 +5%
ZB
228
Zions Bancorporation
Utah
$235K +$27.6K +471 +13%
CIM
229
CIM Investment Management
Pennsylvania
$221K +$221K +3,771 New
MFG
230
Magnus Financial Group
New York
$220K +$220K +3,751 New
FRM
231
Fox Run Management
Connecticut
$215K +$215K +3,667 New
Group One Trading
232
Group One Trading
Illinois
$206K +$206K +3,513 New
BUB
233
BBVA USA Bancshares
Texas
$204K +$204K +3,483 New
QT
234
Quantbot Technologies
New York
$195K +$17.5K +299 +10%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$157K -$263K -4,429 -63%
HIA
236
Harbor Investment Advisory
Maryland
$151K -$2.94K -50 -2%
CAGAS
237
Capital Advisory Group Advisory Services
Minnesota
$145K +$145K +2,465 New
AAM
238
Advisors Asset Management
Colorado
$117K -$4.41K -75 -4%
SI
239
Stephens Inc
Arkansas
$111K +$2K +34 +2%
WAM
240
Wolverine Asset Management
Illinois
$111K +$111K +1,892 New
DCM
241
Dupont Capital Management
Delaware
$101K -$12K -205 -11%
PAM
242
Panagora Asset Management
Massachusetts
$69K -$698K -11,962 -91%
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$69K +$17K +290 +33%
QI
244
QS Investors
New York
$65K – – –
HIIFS
245
Harel Insurance Investments & Financial Services
Israel
$65K +$35.5K +600 +120%
FHA
246
First Horizon Advisors
Tennessee
$55K +$5.95K +103 +12%
ED
247
Exane Derivatives
France
$52.7K -$154K -2,624 -74%
FC
248
FORA Capital
Florida
$52K +$52K +889 New
S
249
SignatureFD
Georgia
$44K +$1.86K +32 +4%
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$38K -$15K -255 -28%
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