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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
251
SignatureFD
Georgia
$37K – – –
HIIFS
252
Harel Insurance Investments & Financial Services
Israel
$25K +$25K +500 New
BCV
253
Banque Cantonale Vaudoise
Switzerland
$25K +$25K +502 New
EP
254
Eudaimonia Partners
Tennessee
$23K – – –
GRP
255
Global Retirement Partners
California
$22K – – –
LWA
256
Lenox Wealth Advisors
New York
$19K – – –
VFA
257
Valeo Financial Advisors
Indiana
$19K +$390 +8 +2%
GWM
258
Geneos Wealth Management
Colorado
$17K – – –
AssetMark Inc
259
AssetMark Inc
California
$15K +$15K +295 New
LWA
260
Lowe Wealth Advisors
Maryland
$15K +$15K +300 New
TFS
261
TrustCore Financial Services
Tennessee
$14K – – –
RE
262
RBC Europe
United Kingdom
$12.4K – – –
CIA
263
CSat Investment Advisory
Michigan
$12K +$2.31K +44 +24%
CFGS
264
Concourse Financial Group Securities
Alabama
$11K – – –
CFFP
265
Center for Financial Planning
Michigan
$10K – – –
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$10K +$4.45K +89 +80%
PWMG
267
Prestige Wealth Management Group
New Jersey
$9K – – –
PA
268
Parallel Advisors
California
$9K +$9K +187 New
SFS
269
Sowell Financial Services
Arkansas
$8K – – –
IA
270
IFP Advisors
Florida
$6K -$3.54K -59 -37%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
FCM
272
Firestone Capital Management
Florida
$5K – – –
SIS
273
Sound Income Strategies
Florida
$4K – – –
FWM
274
FSA Wealth Management
Massachusetts
$4K – – –
GAM
275
Gemmer Asset Management
California
$4K +$1.15K +21 +40%
9 10
11
12 13