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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$66.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$45.3M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$43.3M
4
BlackRock
BlackRock
New York
+$29M
5
KCM
Kornitzer Capital Management
Kansas
+$22.8M

Top Sellers

1
DCM
Dorsal Capital Management
California
-$69.7M
2
JSP
Jackson Square Partners
California
-$69.6M
3
Macquarie Group
Macquarie Group
Australia
-$21.3M
4
CS
Credit Suisse
Switzerland
-$18.7M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$17.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
226
Zions Bancorporation
Utah
$284K -$408 -6 -0.1%
SCM
227
Shelton Capital Management
Colorado
$281K – – –
BFEC
228
Benjamin F. Edwards & Company
Missouri
$275K -$12.2K -179 -4%
AC
229
Apogem Capital
New York
$274K -$82.1K -1,208 -23%
AG
230
Appleton Group
Wisconsin
$272K +$272K +4,005 New
BCI
231
Brinker Capital Investments
Pennsylvania
$268K -$391K -5,745 -59%
Wolverine Trading
232
Wolverine Trading
Illinois
$268K +$32.9K +491 +14%
NFP
233
Narus Financial Partners
Utah
$266K +$266K +3,911 New
CIM
234
CIM Investment Management
Pennsylvania
$246K -$14.6K -215 -6%
NIMI
235
Natixis Investment Managers International
France
$242K -$10.1K -148 -4%
Creative Planning
236
Creative Planning
Kansas
$241K +$1.43K +21 +0.6%
WAM
237
World Asset Management
Michigan
$228K +$989 +13 +0.4%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$224K +$42.1K +619 +23%
CAM
239
Concorde Asset Management
Michigan
$223K +$223K +3,274 New
CI
240
Cigna Investments
Connecticut
$201K +$201K +2,944 New
SI
241
Stephens Inc
Arkansas
$135K +$1.71K +25 +1%
SPIA
242
Steward Partners Investment Advisory
New York
$132K +$8.23K +121 +7%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$93K +$16K +235 +21%
Twin Tree Management
244
Twin Tree Management
Texas
$74K +$74K +1,082 New
FHA
245
First Horizon Advisors
Tennessee
$64K – – –
FC
246
FORA Capital
Florida
$57K -$280K -4,152 -83%
AssetMark Inc
247
AssetMark Inc
California
$51K – – –
S
248
SignatureFD
Georgia
$42K +$2.16K +32 +5%
GRP
249
Global Retirement Partners
California
$39K +$274 +4 +0.7%
KPCM
250
Kings Point Capital Management
New York
$34K – – –
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