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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 %
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$35K -$73.3K -923 -68%
APA
252
American Portfolios Advisors
New York
$32.2K -$2.17K -27 -6%
AWA
253
Arkadios Wealth Advisors
Georgia
$31K +$31K +395 New
CFB
254
Cullen/Frost Bankers
Texas
$29K +$29K +357 New
ST
255
Sageworth Trust
Pennsylvania
$18K +$18K +220 New
GA
256
GoalVest Advisory
New York
$17K – – –
FCA
257
FinTrust Capital Advisors
South Carolina
$17K +$2.68K +33 +19%
TFS
258
TrustCore Financial Services
Tennessee
$16K -$5.6K -70 -26%
AIG
259
American International Group
New York
$15.5K -$685 -8,510 -4%
PWMG
260
Prestige Wealth Management Group
New Jersey
$14K – – –
SPWG
261
Sage Private Wealth Group
Illinois
$14K – – –
HI
262
Harbour Investments
Wisconsin
$14K +$165 +2 +1%
TWA
263
TCI Wealth Advisors
Arizona
$11K +$1.57K +20 +17%
QCG
264
Quadrant Capital Group
Ohio
$8K – – –
BCA
265
Berman Capital Advisors
Georgia
$7K -$3.42K -43 -33%
GEA
266
Glen Eagle Advisors
New Jersey
$6.04K – – –
GWM
267
Geneos Wealth Management
Colorado
$6K -$2.33K -31 -28%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$6K – – –
WPA
269
West Paces Advisors
Georgia
$3.06K +$3.06K +38 New
BAM
270
Bellevue Asset Management
Washington
$3K -$293 -4 -9%
GAM
271
Gemmer Asset Management
California
$3K – – –
FMP
272
Financial Management Professionals
Texas
$3K +$3K +33 New
FHC
273
First Horizon Corporation
Tennessee
$3K +$2.79K +39 +1,300%
MGIM
274
M&G Investment Management
United Kingdom
$2.43K +$2.43K +30,315 New
GI
275
Gradient Investments
Minnesota
$2K -$1.69K -22 -46%
9 10
11
12 13