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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 %
SIMG
26
Stephens Investment Management Group
Texas
$45.6M -$6.61M -112,729 -13%
TCM
27
TimesSquare Capital Management
New York
$44.4M -$4.18M -71,200 -9%
Artisan Partners
28
Artisan Partners
Wisconsin
$43.8M +$5.01M +85,360 +13%
CS
29
Credit Suisse
Switzerland
$42.4M +$1.02M +17,336 +2%
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$42.4M +$21.7M +370,224 +105%
Charles Schwab
31
Charles Schwab
California
$39.2M +$2.1M +35,864 +6%
Norges Bank
32
Norges Bank
Norway
$39.1M -$3.03M -51,727 -7%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$34.6M -$47.5M -809,706 -58%
WRF
34
Waddell & Reed Financial
Kansas
$34M +$3.92M +66,803 +13%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$30.7M +$2.81M +47,915 +10%
DCM
36
Dorsal Capital Management
California
$29.3M +$29.3M +500,000 New
GKIM
37
GW&K Investment Management
Massachusetts
$27.7M +$10.6M +180,664 +62%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$26.4M +$8.33M +142,022 +46%
SEI Investments
39
SEI Investments
Pennsylvania
$26.4M -$4.27M -72,802 -14%
ACM
40
Ashford Capital Management
Delaware
$23.5M -$3.07M -52,389 -12%
ClearBridge Investments
41
ClearBridge Investments
New York
$22.6M -$2.03M -34,519 -8%
GT
42
Glenmede Trust
Pennsylvania
$22.3M -$9.99M -170,231 -31%
Bank of America
43
Bank of America
North Carolina
$22.2M +$645K +10,992 +3%
Goldman Sachs
44
Goldman Sachs
New York
$21.5M -$836K -14,253 -4%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$20.9M -$2.37M -40,339 -10%
Citadel Advisors
46
Citadel Advisors
Florida
$20.2M +$3.84M +65,503 +23%
EAM
47
Eagle Asset Management
Florida
$19.3M -$3.24M -55,776 -14%
RSCM
48
Rock Springs Capital Management
Maryland
$18.8M +$886K +15,100 +5%
American Century Companies
49
American Century Companies
Missouri
$18.7M +$3.6M +61,374 +24%
CTA
50
Carillon Tower Advisers
Florida
$17.5M +$1.24M +21,098 +8%
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