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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
226
Weld Capital Management
New York
$277K +$277K +3,437 New
TWMP
227
Taylor Wealth Management Partners
Massachusetts
$270K +$270K +3,359 New
BFEC
228
Benjamin F. Edwards & Company
Missouri
$269K -$56K -697 -17%
Mitsubishi UFJ Asset Management
229
Mitsubishi UFJ Asset Management
Japan
$246K -$19.5K -242 -7%
VPIM
230
Vanguard Personalized Indexing Management
California
$240K +$240K +2,977 New
WAM
231
World Asset Management
Michigan
$233K -$8.12K -101 -3%
ASN
232
Advisory Services Network
Georgia
$233K +$233K +2,901 New
MAP
233
Milestone Advisory Partners
North Carolina
$228K +$228K +2,835 New
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$226K +$226K +2,810 New
CAM
235
Concorde Asset Management
Michigan
$223K -$40.6K -504 -15%
NICM
236
Neo Ivy Capital Management
New York
$222K -$194K -2,419 -47%
CCM
237
Coldstream Capital Management
Washington
$208K +$208K +2,584 New
CI
238
Cigna Investments
Connecticut
$207K -$29.8K -370 -13%
SI
239
Stephens Inc
Arkansas
$177K +$17.9K +222 +11%
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
$147K +$147K +1,822 New
SOW
241
State of Wyoming
Wyoming
$138K +$138K +1,716 New
SPIA
242
Steward Partners Investment Advisory
New York
$105K -$51.6K -638 -33%
FHA
243
First Horizon Advisors
Tennessee
$67K -$8.5K -106 -11%
ED
244
Exane Derivatives
France
$61.2K +$60.9K +778 +19,450%
AssetMark Inc
245
AssetMark Inc
California
$60K – – –
S
246
SignatureFD
Georgia
$54K +$3.64K +45 +7%
HIA
247
Harbor Investment Advisory
Maryland
$48K +$32K +400 +200%
EBA
248
Eagle Bay Advisors
New York
$45K +$45K +524 New
GRP
249
Global Retirement Partners
California
$43K -$3.07K -38 -7%
KPCM
250
Kings Point Capital Management
New York
$40K – – –
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