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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 %
GT
26
Glenmede Trust
Pennsylvania
$40.8M – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38.8M +$5.19M +102,567 +15%
ACH
28
ArrowMark Colorado Holdings
Colorado
$37.8M +$37.8M +746,673 New
Norges Bank
29
Norges Bank
Norway
$36.3M +$1.2M +23,627 +3%
CS
30
Credit Suisse
Switzerland
$35.7M -$47.9K -946 -0.1%
Invesco
31
Invesco
Georgia
$34.9M -$42M -831,126 -55%
Artisan Partners
32
Artisan Partners
Wisconsin
$33.4M -$77.2K -1,526 -0.2%
Charles Schwab
33
Charles Schwab
California
$32M +$730K +14,424 +2%
SEI Investments
34
SEI Investments
Pennsylvania
$26.4M -$67.1K -1,325 -0.3%
WRF
35
Waddell & Reed Financial
Kansas
$25.9M -$3.78M -74,728 -13%
Ensign Peak Advisors
36
Ensign Peak Advisors
Utah
$24M +$2.79M +55,078 +13%
ACM
37
Ashford Capital Management
Delaware
$22.9M +$7.01M +138,579 +44%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$22.7M -$202K -4,000 -0.9%
GIM
39
Granahan Investment Management
Massachusetts
$21.8M -$4.17M -82,473 -16%
ClearBridge Investments
40
ClearBridge Investments
New York
$21.2M -$32.1K -634 -0.2%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$20M +$613K +12,124 +3%
EAM
42
Eagle Asset Management
Florida
$19.6M -$8.02M -158,554 -29%
Goldman Sachs
43
Goldman Sachs
New York
$19.3M +$2.01M +39,784 +12%
Bank of America
44
Bank of America
North Carolina
$18.6M +$3M +59,381 +19%
Kayne Anderson Rudnick Investment Management
45
Kayne Anderson Rudnick Investment Management
California
$17.8M +$1.91M +37,790 +12%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$15.6M +$15.6M +307,916 New
RSCM
47
Rock Springs Capital Management
Maryland
$15.4M +$5.06M +100,000 +49%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$15.4M +$1.27M +25,041 +9%
RJA
49
Raymond James & Associates
Florida
$15M +$130K +2,573 +0.9%
GKIM
50
GW&K Investment Management
Massachusetts
$14.7M +$14.7M +290,963 New
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