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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
276
Bartlett & Co
Ohio
$2K +$2K +24 New
BCWM
277
Bartlett & Co Wealth Management
Ohio
$1.67K +$1.67K +24 New
TFO
278
Tarbox Family Office
California
$1K – – –
IFAM
279
Institutional & Family Asset Management
Colorado
$1K – – –
SL
280
Savior LLC
Massachusetts
$1K – – –
FPS
281
Fieldpoint Private Securities
Connecticut
$1K +$1K +15 New
ICP
282
Interchange Capital Partners
Pennsylvania
$1K +$1K +20 New
Massachusetts Financial Services
283
Massachusetts Financial Services
Massachusetts
– -$10.2M -197,930 Closed
Balyasny Asset Management
284
Balyasny Asset Management
Illinois
– -$6.71M -130,573 Closed
SSA
285
Schonfeld Strategic Advisors
New York
– -$4.78M -93,100 Closed
WP
286
Woodline Partners
California
– -$3.13M -61,006 Closed
TCM
287
Tygh Capital Management
Oregon
– -$1.76M -34,348 Closed
SFI
288
Susquehanna Fundamental Investments
Pennsylvania
– -$1.49M -28,900 Closed
CG
289
Cutler Group
California
– -$1.29M -25,021 Closed
PCM
290
Pentwater Capital Management
Florida
– -$1.04M -20,265 Closed
RA
291
Royce & Associates
New York
– -$1.03M -20,000 Closed
TI
292
Trexquant Investment
Connecticut
– -$1.01M -19,658 Closed
QC
293
Quadrature Capital
United Kingdom
– -$781K -15,197 Closed
CAM
294
Concorde Asset Management
Michigan
– -$309K -6,019 Closed
PP
295
PDT Partners
New York
– -$273K -5,307 Closed
SL
296
Stevard LLC
Illinois
– -$215K -4,194 Closed
AAM
297
Advisors Asset Management
Colorado
– -$80K -1,561 Closed
HIA
298
Harbor Investment Advisory
Maryland
– -$26K -500 Closed
WCG
299
Weaver Consulting Group
California
– -$26K -500 Closed
BCV
300
Banque Cantonale Vaudoise
Switzerland
– -$24K -462 Closed
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