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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
Millennium Management
New York
$30.4M
2
WA
Wasatch Advisors
Utah
$401M
3
Norges Bank
Norges Bank
Norway
$42M
4
Wells Fargo
Wells Fargo
California
$113M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
JSP
Jackson Square Partners
California
$0
2
SEI Investments
SEI Investments
Pennsylvania
$15M
3
HRCM
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
226
Maverick Capital
Texas
$232K +$232K +3,577 New
II
227
Inspire Investing
Idaho
$230K +$230K +3,550 New
OBGC
228
O'Brien Greene & Co
Pennsylvania
$220K -$129K -2,000 -37%
TWMP
229
Taylor Wealth Management Partners
Massachusetts
$218K – – –
BFEC
230
Benjamin F. Edwards & Company
Missouri
$215K -$1.29K -20 -0.6%
MYIA
231
Mount Yale Investment Advisors
Colorado
$213K +$213K +3,288 New
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$211K +$28.9K +446 +16%
E
233
Ergoteles
New York
$210K -$493K -7,600 -70%
V
234
Veritable
Delaware
$205K +$205K +3,160 New
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$198K – – –
SI
236
Stephens Inc
Arkansas
$185K +$42.5K +656 +30%
P8IP
237
Pier 88 Investment Partners
California
$165K -$431K -6,680 -72%
SOW
238
State of Wyoming
Wyoming
$165K +$54K +835 +49%
HIA
239
Harbor Investment Advisory
Maryland
$124K +$85.1K +1,315 +219%
DFCM
240
Dark Forest Capital Management
Puerto Rico
$95K +$95K +1,465 New
SPIA
241
Steward Partners Investment Advisory
New York
$86K +$1.94K +30 +2%
AssetMark Inc
242
AssetMark Inc
California
$48K – – –
S
243
SignatureFD
Georgia
$43K -$455 -7 -1%
ETC
244
Exchange Traded Concepts
Oklahoma
$43K +$43K +660 New
FHA
245
First Horizon Advisors
Tennessee
$40K -$12.8K -203 -24%
EBA
246
Eagle Bay Advisors
New York
$36K +$2.55K +40 +8%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$36K +$7.7K +120 +27%
GRP
248
Global Retirement Partners
California
$34K – – –
KPCM
249
Kings Point Capital Management
New York
$32K – – –
APA
250
American Portfolios Advisors
New York
$25.9K – – –
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10
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