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HealthEquity
HQY

Overview Fund Activity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M

Top Buyers

1
JSP
Jackson Square Partners
California
$170M
2
ACH
ArrowMark Colorado Holdings
Colorado
$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$188M
4
WA
Wasatch Advisors
Utah
$204M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$67.2M
3
WRF
Waddell & Reed Financial
Kansas
$8.07M
4
EAM
Eagle Asset Management
Florida
$0
5
GIM
Granahan Investment Management
Massachusetts
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
276
Lindbrook Capital
California
$1K – – –
F
277
F3Logic
Minnesota
$308 +$308 +6 New
FCA
278
FinTrust Capital Advisors
South Carolina
$10 +$8 +156 +390%
Artisan Partners
279
Artisan Partners
Wisconsin
– -$43.8M -746,250 Closed
EAM
280
Eagle Asset Management
Florida
– -$19.3M -332,617 Closed
BPB
281
Badgley, Phelps & Bell
Washington
– -$4.77M -81,267 Closed
State of Tennessee, Department of Treasury
282
State of Tennessee, Department of Treasury
Tennessee
– -$4.32M -73,593 Closed
CM
283
Castleark Management
Illinois
– -$3.11M -52,990 Closed
Twin Tree Management
284
Twin Tree Management
Texas
– -$2.68M -45,628 Closed
MAM
285
Morse Asset Management
Connecticut
– -$2.5M -42,685 Closed
PFM
286
Premier Fund Managers
United Kingdom
– -$1.87M -31,900 Closed
HW
287
Hancock Whitney
Mississippi
– -$1.74M -29,657 Closed
MLL
288
Moody Lynn & Lieberson
Massachusetts
– -$1.59M -27,139 Closed
CCM
289
Cinctive Capital Management
New York
– -$1.51M -25,717 Closed
MC
290
Maverick Capital
Texas
– -$1.22M -20,707 Closed
GPGA
291
Grandeur Peak Global Advisors
Utah
– -$1.13M -19,307 Closed
SM
292
Sciencast Management
New Jersey
– -$863K -14,946 Closed
IA
293
Icon Advisers
Colorado
– -$862K -14,700 Closed
SAM
294
Sectoral Asset Management
Quebec, Canada
– -$628K -10,700 Closed
SCM
295
Silvant Capital Management
Georgia
– -$390K -6,644 Closed
D.E. Shaw & Co
296
D.E. Shaw & Co
New York
– -$370K -6,300 Closed
TCWM
297
Total Clarity Wealth Management
Illinois
– -$312K -5,310 Closed
Creative Planning
298
Creative Planning
Kansas
– -$241K -4,109 Closed
Qube Research & Technologies (QRT)
299
Qube Research & Technologies (QRT)
United Kingdom
– -$237K -4,035 Closed
CIM
300
CIM Investment Management
Pennsylvania
– -$221K -3,771 Closed
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