HQY icon

HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$62.8M -$1.07M -15,290 -2%
Victory Capital Management
27
Victory Capital Management
Texas
$57.9M -$27K -388 -0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$53.2M -$7.88M -113,033 -13%
Charles Schwab
29
Charles Schwab
California
$49.9M +$674K +9,667 +1%
Norges Bank
30
Norges Bank
Norway
$49.5M +$14.2M +203,991 +40%
GKIM
31
GW&K Investment Management
Massachusetts
$45.9M -$222K -3,182 -0.5%
SIMG
32
Stephens Investment Management Group
Texas
$40.6M -$12.1M -174,105 -23%
GIM
33
Granahan Investment Management
Massachusetts
$39.1M +$5.1M +73,091 +15%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$37.6M +$5.62M +80,638 +18%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$35.2M -$587K -8,423 -2%
Goldman Sachs
36
Goldman Sachs
New York
$34.8M +$5.36M +76,877 +18%
ACB
37
Aristotle Capital Boston
Massachusetts
$33.2M +$494K +7,084 +2%
HRCM
38
Hood River Capital Management
Florida
$30.2M +$6.81M +97,677 +29%
Macquarie Group
39
Macquarie Group
Australia
$28.3M +$6.56M +94,148 +30%
ClearBridge Investments
40
ClearBridge Investments
New York
$25.3M -$1.38M -19,802 -5%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$24.1M -$575K -8,244 -2%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$22.7M +$1.58M +22,676 +7%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$22.4M +$3.04M +43,620 +16%
ACM
44
Ashford Capital Management
Delaware
$22.3M -$3.74M -53,700 -14%
GT
45
Glenmede Trust
Pennsylvania
$21.6M -$1.57M -22,476 -7%
American Century Companies
46
American Century Companies
Missouri
$20.6M -$5.6M -80,382 -21%
AAM
47
Aureus Asset Management
Massachusetts
$19.8M +$135K +1,930 +0.7%
Morgan Stanley
48
Morgan Stanley
New York
$18.8M +$2.57M +36,847 +16%
Invesco
49
Invesco
Georgia
$18.6M +$4.97M +71,353 +37%
Principal Financial Group
50
Principal Financial Group
Iowa
$18M +$660K +9,463 +4%
1
2
3 4 5