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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$149M
2
ACH
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
Dorsal Capital Management
California
$29.3M
4
WA
Wasatch Advisors
Utah
$187M
5
ESCM
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
Jackson Square Partners
California
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
Victory Capital Management
Texas
$47.7M
4
Invesco
Invesco
Georgia
$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRBC
301
W.R. Berkley Corp
Connecticut
– -$1.36M -26,794 Closed
Balyasny Asset Management
302
Balyasny Asset Management
Illinois
– -$1.15M -22,799 Closed
SSA
303
Schonfeld Strategic Advisors
New York
– -$789K -15,593 Closed
DT
304
Diversified Trust
Tennessee
– -$784K -15,493 Closed
AHC
305
Anderson Hoagland & Co
Missouri
– -$705K -13,330 Closed
MERSOM
306
Municipal Employees' Retirement System of Michigan
Michigan
– -$673K -13,300 Closed
AW
307
ACG Wealth
Georgia
– -$581K -11,480 Closed
Wellington Management Group
308
Wellington Management Group
Massachusetts
– -$513K -10,147 Closed
PP
309
PDT Partners
New York
– -$493K -9,748 Closed
ECM
310
ExodusPoint Capital Management
New York
– -$370K -7,323 Closed
FPC
311
Falcon Point Capital
California
– -$351K -6,929 Closed
PIA
312
Piedmont Investment Advisors
North Carolina
– -$325K -6,431 Closed
SEC
313
Seven Eight Capital
New York
– -$319K -6,300 Closed
CI Investments Inc
314
CI Investments Inc
Ontario, Canada
– -$309K -6,101 Closed
RFC
315
Regions Financial Corp
Alabama
– -$274K -5,412 Closed
ACM
316
AlphaCrest Capital Management
New York
– -$249K -4,913 Closed
VRS
317
Virginia Retirement Systems
Virginia
– -$243K -4,800 Closed
PC
318
Polar Capital
United Kingdom
– -$233K -4,611 Closed
AWM
319
AE Wealth Management
Kansas
– -$232K -4,585 Closed
LWA
320
Lowe Wealth Advisors
Maryland
– -$15K -300 Closed
RE
321
RBC Europe
United Kingdom
– -$12.4K -245 Closed
WAP
322
Wealthcare Advisory Partners
Pennsylvania
– -$10K -200 Closed
GWS
323
Glassman Wealth Services
Virginia
– -$2K -31 Closed
VCM
324
Versant Capital Management
Arizona
– -$1K -20 Closed
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