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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 %
CFB
251
Cullen/Frost Bankers
Texas
$23K – – –
CA
252
Clearstead Advisors
Ohio
$18K +$18K +272 New
ST
253
Sageworth Trust
Pennsylvania
$14K – – –
FCA
254
FinTrust Capital Advisors
South Carolina
$14K – – –
TFS
255
TrustCore Financial Services
Tennessee
$13K – – –
TWA
256
TCI Wealth Advisors
Arizona
$13K +$4.21K +67 +48%
PWMG
257
Prestige Wealth Management Group
New Jersey
$12K – – –
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$12K +$6.61K +98 +123%
SPWG
259
Sage Private Wealth Group
Illinois
$11K – – –
BCA
260
Berman Capital Advisors
Georgia
$9K +$3.86K +66 +75%
QCG
261
Quadrant Capital Group
Ohio
$8K +$828 +12 +12%
HI
262
Hudock Inc
Pennsylvania
$6K +$6K +97 New
MCM
263
Manchester Capital Management
Vermont
$6K +$6K +98 New
GWM
264
Geneos Wealth Management
Colorado
$5K – – –
KIG
265
Kowal Investment Group
Wisconsin
$5K +$5K +73 New
HI
266
Harbour Investments
Wisconsin
$4K -$7.93K -113 -66%
Bessemer Group
267
Bessemer Group
New Jersey
$4K +$4K +62 New
PA
268
Parallel Advisors
California
$4K +$3.59K +62 +886%
MIM
269
Macroview Investment Management
Maryland
$4K +$4K +65 New
BAM
270
Bellevue Asset Management
Washington
$3K – – –
GAM
271
Gemmer Asset Management
California
$3K +$367 +6 +14%
MGIM
272
M&G Investment Management
United Kingdom
$2.43K +$459 +7,060 +23%
FMP
273
Financial Management Professionals
Texas
$2K -$357 -5 -15%
MAM
274
Meeder Asset Management
Ohio
$2K -$148 -2 -7%
LC
275
Lindbrook Capital
California
$2K +$345 +5 +21%
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11
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