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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Concorde Asset Management
Michigan
– -$979K -13,215 Closed
CCA
302
Catalyst Capital Advisors
New York
– -$889K -12,000 Closed
WCA
303
Westover Capital Advisors
Delaware
– -$847K -11,432 Closed
HF
304
HRT Financial
New York
– -$591K -7,985 Closed
CCIA
305
Campbell & Co Investment Adviser
Maryland
– -$532K -7,185 Closed
RA
306
Rational Advisors
New York
– -$496K -6,690 Closed
AAMU
307
Amundi Asset Management US
Massachusetts
– -$489K -6,600 Closed
SM
308
Sciencast Management
New Jersey
– -$449K -6,105 Closed
HSBC Holdings
309
HSBC Holdings
United Kingdom
– -$397K -5,371 Closed
OI
310
Oakbrook Investments
Illinois
– -$370K -5,000 Closed
EIM
311
Essex Investment Management
Massachusetts
– -$364K -4,908 Closed
BCM
312
Bayesian Capital Management
New York
– -$332K -4,482 Closed
TRCT
313
Tower Research Capital (TRC)
New York
– -$300K -4,050 Closed
CAGAS
314
Capital Advisory Group Advisory Services
Minnesota
– -$262K -3,543 Closed
TSS
315
Two Sigma Securities
New York
– -$262K -3,541 Closed
RIA
316
Regal Investment Advisors
Michigan
– -$260K -3,507 Closed
PAA
317
Peregrine Asset Advisers
Oregon
– -$244K -3,300 Closed
CIM
318
CIM Investment Management
Pennsylvania
– -$232K -3,132 Closed
MFG
319
Magnus Financial Group
New York
– -$220K -2,971 Closed
Allianz Asset Management
320
Allianz Asset Management
Germany
– -$218K -2,941 Closed
WAM
321
World Asset Management
Michigan
– -$215K -2,899 Closed
BUB
322
BBVA USA Bancshares
Texas
– -$211K -2,848 Closed
SS
323
Simplicity Solutions
Minnesota
– -$211K -2,844 Closed
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
– -$202K -2,721 Closed
SCI
325
S&CO Inc
Massachusetts
– -$201K -2,710 Closed
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