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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 %
GEA
276
Glen Eagle Advisors
New Jersey
$3.79K -$2.53K -50 -40%
MLL
277
Moody Lynn & Lieberson
Massachusetts
$3.65K -$2.1K -41,535 -37%
TWA
278
TCI Wealth Advisors
Arizona
$3K -$389 -7 -11%
SF
279
Synovus Financial
Georgia
$3K – – –
FCA
280
FinTrust Capital Advisors
South Carolina
$3K – – –
BAM
281
Bellevue Asset Management
Washington
$3K +$1.95K +41 +186%
IFAM
282
Institutional & Family Asset Management
Colorado
$2K – – –
GWS
283
Glassman Wealth Services
Virginia
$2K +$2K +31 New
VCM
284
Versant Capital Management
Arizona
$1K -$600 -12 -38%
PCG
285
Private Capital Group
Connecticut
$1K -$77 -1 -7%
LPWM
286
Lake Point Wealth Management
Texas
$1K – – –
CRCP
287
Copper Rock Capital Partners
Massachusetts
– -$20.3M -274,340 Closed
RCM
288
Red Cedar Management
Utah
– -$8.9M -120,116 Closed
Renaissance Technologies
289
Renaissance Technologies
New York
– -$6.68M -90,131 Closed
HCM
290
Hodges Capital Management
Texas
– -$5.84M -78,829 Closed
EGM
291
Engineers Gate Manager
New York
– -$2.33M -31,463 Closed
Aviva
292
Aviva
United Kingdom
– -$2.28M -30,752 Closed
LCM
293
Landscape Capital Management
New Jersey
– -$1.88M -25,370 Closed
WCM
294
Weld Capital Management
New York
– -$1.83M -24,682 Closed
Pacer Advisors
295
Pacer Advisors
Pennsylvania
– -$1.78M -24,079 Closed
GAM
296
Gotham Asset Management
New York
– -$1.3M -17,477 Closed
TC
297
TwinBeech Capital
New York
– -$1.19M -16,037 Closed
SLG
298
Stanley-Laman Group
Pennsylvania
– -$1.16M -15,647 Closed
CIP
299
Chartwell Investment Partners
Pennsylvania
– -$1.14M -15,441 Closed
SRAM
300
Spouting Rock Asset Management
Pennsylvania
– -$1.07M -14,430 Closed
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