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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
276
Lindbrook Capital
California
$2K – – –
MAM
277
Meeder Asset Management
Ohio
$2K +$69 +1 +4%
LPWM
278
Lake Point Wealth Management
Texas
$2K +$2K +20 New
SL
279
Savior LLC
Massachusetts
$1K – – –
IFAM
280
Institutional & Family Asset Management
Colorado
$1K – – –
FPS
281
Fieldpoint Private Securities
Connecticut
$1K – – –
PA
282
Parallel Advisors
California
$1K +$1K +7 New
PCH
283
Polar Capital Holdings
United Kingdom
$715 +$258 +3,198 +56%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$237 -$8 -100 -3%
CCM
285
CAAS Capital Management
New York
– -$20.6M -303,286 Closed
MIM
286
Monashee Investment Management
Massachusetts
– -$6.8M -100,000 Closed
Two Sigma Investments
287
Two Sigma Investments
New York
– -$5.32M -78,197 Closed
Marshall Wace
288
Marshall Wace
United Kingdom
– -$3.92M -57,666 Closed
Voloridge Investment Management
289
Voloridge Investment Management
Florida
– -$2.25M -33,052 Closed
EGM
290
Engineers Gate Manager
New York
– -$1.66M -24,362 Closed
FP
291
Foundry Partners
Minnesota
– -$1.64M -24,117 Closed
DTL
292
Dynamic Technology Lab
Singapore
– -$1.16M -17,090 Closed
PCM
293
Pinz Capital Management
New York
– -$1.13M -16,650 Closed
ECM
294
ExodusPoint Capital Management
New York
– -$1.06M -15,532 Closed
SA
295
Strategic Advisors
New York
– -$1.02M -15,026 Closed
MSL
296
Mackay Shields LLC
New York
– -$945K -13,900 Closed
TC
297
TwinBeech Capital
New York
– -$937K -13,781 Closed
PP
298
Paloma Partners
Connecticut
– -$889K -13,074 Closed
QC
299
Quadrature Capital
United Kingdom
– -$833K -12,232 Closed
ACM
300
AlphaCrest Capital Management
New York
– -$790K -11,615 Closed
9 10 11
12
13