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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
226
Campbell & Co Investment Adviser
Maryland
$231K +$231K +3,314 New
CC
227
Cipher Capital
New York
$224K -$774K -11,084 -78%
Osaic Holdings
228
Osaic Holdings
Arizona
$215K -$118K -1,707 -35%
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$212K +$45.3K +650 +27%
WAM
230
World Asset Management
Michigan
$208K +$208K +2,985 New
Mitsubishi UFJ Asset Management
231
Mitsubishi UFJ Asset Management
Japan
$187K +$53.6K +767 +40%
SI
232
Stephens Inc
Arkansas
$136K -$4.53K -65 -3%
SPIA
233
Steward Partners Investment Advisory
New York
$127K -$135K -1,937 -52%
NICM
234
Neo Ivy Capital Management
New York
$114K +$4.8K +69 +4%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$79K -$287K -4,105 -78%
PI
236
PEAK6 Investments
Illinois
$72K -$11M -157,356 -99%
ASN
237
Advisory Services Network
Georgia
$66K -$85.4K -1,225 -56%
FHA
238
First Horizon Advisors
Tennessee
$65K -$6.9K -100 -10%
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$61K +$61K +880 New
AssetMark Inc
240
AssetMark Inc
California
$52K – – –
PHK
241
Point72 Hong Kong
Hong Kong
$49K -$23.2K -336 -32%
S
242
SignatureFD
Georgia
$41K -$971 -14 -2%
GRP
243
Global Retirement Partners
California
$39K +$1.72K +25 +5%
KPCM
244
Kings Point Capital Management
New York
$35K – – –
EP
245
Eudaimonia Partners
Tennessee
$31K – – –
APA
246
American Portfolios Advisors
New York
$29.8K – – –
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$23K +$20.6K +305 +871%
MC
248
Maverick Capital
Texas
$21K +$21K +297 New
TFS
249
TrustCore Financial Services
Tennessee
$19K – – –
CAAS
250
Capital Asset Advisory Services
Michigan
$14K +$14K +196 New
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