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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
Millennium Management
New York
$30.4M
2
WA
Wasatch Advisors
Utah
$401M
3
Norges Bank
Norges Bank
Norway
$42M
4
Wells Fargo
Wells Fargo
California
$113M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
JSP
Jackson Square Partners
California
$0
2
SEI Investments
SEI Investments
Pennsylvania
$15M
3
HRCM
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
276
Bell Investment Advisors
California
$2K +$2K +32 New
AWA
277
Arkadios Wealth Advisors
Georgia
$1K -$14.8K -370 -94%
LPWM
278
Lake Point Wealth Management
Texas
$1K – – –
IFAM
279
Institutional & Family Asset Management
Colorado
$1K – – –
FPS
280
Fieldpoint Private Securities
Connecticut
$1K – – –
PCH
281
Polar Capital Holdings
United Kingdom
$697 +$122 +1,891 +21%
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$191 – – –
JSP
283
Jackson Square Partners
California
– -$283M -3,519,199 Closed
HRCM
284
Hood River Capital Management
Florida
– -$31.7M -393,345 Closed
Point72 Asset Management
285
Point72 Asset Management
Connecticut
– -$17.5M -216,966 Closed
SCS
286
Syquant Capital SAS
France
– -$10.1M -125,000 Closed
SCM
287
SG Capital Management
Illinois
– -$7.36M -91,489 Closed
IECM
288
Intrinsic Edge Capital Management
Illinois
– -$3.22M -40,000 Closed
MAP
289
Moody Aldrich Partners
Massachusetts
– -$2.88M -35,717 Closed
Squarepoint
290
Squarepoint
New York
– -$1.29M -15,984 Closed
MAM
291
Morse Asset Management
Connecticut
– -$1.17M -14,510 Closed
Susquehanna International Group
292
Susquehanna International Group
Pennsylvania
– -$880K -10,934 Closed
HSBC Holdings
293
HSBC Holdings
United Kingdom
– -$854K -10,771 Closed
Qube Research & Technologies (QRT)
294
Qube Research & Technologies (QRT)
United Kingdom
– -$697K -8,665 Closed
CAM
295
ClariVest Asset Management
California
– -$673K -8,367 Closed
FIA
296
FNY Investment Advisers
New York
– -$652K -8,110 Closed
BC
297
Brookfield Corp
Ontario, Canada
– -$523K -6,497 Closed
SM
298
Sciencast Management
New Jersey
– -$401K -5,066 Closed
SC
299
Shay Capital
New York
– -$402K -5,000 Closed
FC
300
FORA Capital
Florida
– -$372K -4,624 Closed
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