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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.

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 %
MF
301
Magnetar Financial
Illinois
– -$734K -10,798 Closed
AG
302
Algert Global
California
– -$675K -9,922 Closed
BAM
303
Blueshift Asset Management
New Jersey
– -$630K -9,269 Closed
CWM
304
CIBC World Markets
New York
– -$605K -8,903 Closed
CC
305
Cipher Capital
New York
– -$428K -6,287 Closed
Verition Fund Management
306
Verition Fund Management
Connecticut
– -$421K -6,196 Closed
VWA
307
V Wealth Advisors
Kansas
– -$421K -6,188 Closed
Simplex Trading
308
Simplex Trading
Illinois
– -$379K -5,585 Closed
LIA
309
LS Investment Advisors
Michigan
– -$341K -5,009 Closed
SI
310
Shaker Investments
Ohio
– -$327K -4,807 Closed
Janney Montgomery Scott
311
Janney Montgomery Scott
Pennsylvania
– -$311K -4,573 Closed
Wolverine Trading
312
Wolverine Trading
Illinois
– -$268K -4,002 Closed
BCI
313
Brinker Capital Investments
Pennsylvania
– -$268K -3,936 Closed
Creative Planning
314
Creative Planning
Kansas
– -$241K -3,546 Closed
Twin Tree Management
315
Twin Tree Management
Texas
– -$74K -1,082 Closed
EP
316
Eudaimonia Partners
Tennessee
– -$31K -450 Closed
WP
317
WealthShield Partners
North Carolina
– -$29K -433 Closed
WAP
318
Wealthcare Advisory Partners
Pennsylvania
– -$14K -200 Closed
SIS
319
Sound Income Strategies
Florida
– -$5.44K -80 Closed
SFS
320
Sowell Financial Services
Arkansas
– -$4K -60 Closed
ACM
321
Allred Capital Management
Texas
– -$2.04K -30 Closed
TFO
322
Tarbox Family Office
California
– -$1K -13 Closed
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