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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 %
EP
251
Eudaimonia Partners
Tennessee
$31K – – –
APA
252
American Portfolios Advisors
New York
$29K – – –
WP
253
WealthShield Partners
North Carolina
$29K +$29K +433 New
PHK
254
Point72 Hong Kong
Hong Kong
$25K -$24.2K -349 -49%
TFS
255
TrustCore Financial Services
Tennessee
$18K – – –
GA
256
GoalVest Advisory
New York
$14K – – –
HIA
257
Harbor Investment Advisory
Maryland
$14K +$14K +200 New
WAP
258
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K +200 New
AIG
259
American International Group
New York
$13.7K +$941 +13,843 +7%
FCA
260
FinTrust Capital Advisors
South Carolina
$12K – – –
PWMG
261
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
262
Sage Private Wealth Group
Illinois
$12K – – –
HI
263
Harbour Investments
Wisconsin
$11K +$11K +168 New
GWM
264
Geneos Wealth Management
Colorado
$8K – – –
BCA
265
Berman Capital Advisors
Georgia
$8K +$2.63K +43 +49%
TWA
266
TCI Wealth Advisors
Arizona
$8K +$4.4K +66 +122%
QCG
267
Quadrant Capital Group
Ohio
$7K – – –
SIS
268
Sound Income Strategies
Florida
$5.44K – – –
GEA
269
Glen Eagle Advisors
New Jersey
$5.1K -$680 -10 -12%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$5K – – –
SFS
271
Sowell Financial Services
Arkansas
$4K -$2.33K -35 -37%
GI
272
Gradient Investments
Minnesota
$3K -$949K -15,189 -100%
BAM
273
Bellevue Asset Management
Washington
$3K -$1.2K -18 -29%
GAM
274
Gemmer Asset Management
California
$3K +$209 +3 +8%
ACM
275
Allred Capital Management
Texas
$2.04K +$2.04K +30 New
9 10
11
12 13