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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
BlackRock
New York
$642M
5
KCM
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
Dorsal Capital Management
California
$0
2
JSP
Jackson Square Partners
California
$246M
3
Macquarie Group
Macquarie Group
Australia
$6.28M
4
CS
Credit Suisse
Switzerland
$106M
5
ACH
ArrowMark Colorado Holdings
Colorado
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
276
Lindbrook Capital
California
$2K – – –
MAM
277
Meeder Asset Management
Ohio
$2K +$143 +2 +8%
TFO
278
Tarbox Family Office
California
$1K – – –
IFAM
279
Institutional & Family Asset Management
Colorado
$1K – – –
FPS
280
Fieldpoint Private Securities
Connecticut
$1K – – –
SL
281
Savior LLC
Massachusetts
$1K – – –
ED
282
Exane Derivatives
France
$272 -$4.42K -65 -94%
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$207 – – –
DCM
284
Dorsal Capital Management
California
– -$69.7M -1,000,000 Closed
TCM
285
TimesSquare Capital Management
New York
– -$15.1M -216,000 Closed
RSCM
286
Rock Springs Capital Management
Maryland
– -$5.23M -75,000 Closed
MSA
287
Mason Street Advisors
Wisconsin
– -$2.86M -41,051 Closed
GGHC
288
Gilder Gagnon Howe & Co
New York
– -$1.55M -22,272 Closed
RG
289
Renaissance Group
Kentucky
– -$1.21M -17,295 Closed
Holocene Advisors
290
Holocene Advisors
New York
– -$1.16M -16,620 Closed
PCM
291
Prelude Capital Management
New York
– -$1.05M -15,033 Closed
Group One Trading
292
Group One Trading
Illinois
– -$933K -13,385 Closed
AQR Capital Management
293
AQR Capital Management
Connecticut
– -$902K -13,061 Closed
N
294
Natixis
France
– -$699K -10,022 Closed
AP
295
AtonRa Partners
Switzerland
– -$683K -9,802 Closed
KTM
296
Keeler Thomas Management
Utah
– -$451K -6,482 Closed
PAG
297
Private Advisor Group
New Jersey
– -$361K -5,185 Closed
VRS
298
Virginia Retirement Systems
Virginia
– -$328K -4,700 Closed
AC
299
Athanor Capital
New York
– -$272K -3,897 Closed
CCIA
300
Campbell & Co Investment Adviser
Maryland
– -$231K -3,314 Closed
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12
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