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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
4
BlackRock
New York
$642M
5
KCM
5
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
1
Dorsal Capital Management
California
$0
2
JSP
2
Jackson Square Partners
California
$246M
3
Macquarie Group
3
Macquarie Group
Australia
$6.28M
4
CS
4
Credit Suisse
Switzerland
$106M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$58.4M -$14.9M -218,914 -20%
SEI Investments
27
SEI Investments
Pennsylvania
$56.2M -$8.15M -119,881 -13%
GIM
28
Granahan Investment Management
Massachusetts
$53.6M +$15.5M +227,437 +41%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$52.6M +$16M +234,814 +44%
Charles Schwab
30
Charles Schwab
California
$51.9M +$3.25M +47,851 +7%
Norges Bank
31
Norges Bank
Norway
$50M +$1.67M +24,593 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$47M -$4.82M -70,836 -9%
GKIM
33
GW&K Investment Management
Massachusetts
$45.3M +$557K +8,187 +1%
ACB
34
Aristotle Capital Boston
Massachusetts
$36.5M +$4.16M +61,243 +13%
SIMG
35
Stephens Investment Management Group
Texas
$35.2M -$4.31M -63,455 -11%
Ensign Peak Advisors
36
Ensign Peak Advisors
Utah
$34M -$248K -3,651 -0.7%
KCM
37
Kornitzer Capital Management
Kansas
$33.1M +$22.8M +335,925 +223%
HRCM
38
Hood River Capital Management
Florida
$30.1M +$570K +8,382 +2%
Citadel Advisors
39
Citadel Advisors
Florida
$25.4M +$20.8M +305,742 +455%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$23.7M +$1.78M +26,145 +8%
American Century Companies
41
American Century Companies
Missouri
$21.9M +$1.83M +26,979 +9%
Jane Street
42
Jane Street
New York
$21.6M +$19.3M +284,459 +856%
Goldman Sachs
43
Goldman Sachs
New York
$21.6M -$12.4M -182,172 -36%
ACM
44
Ashford Capital Management
Delaware
$21.4M -$302K -4,443 -1%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$21.4M -$2.13M -31,310 -9%
Principal Financial Group
46
Principal Financial Group
Iowa
$21.3M +$3.8M +55,886 +22%
CCM
47
CAAS Capital Management
New York
$20.6M +$20.6M +303,286 New
ClearBridge Investments
48
ClearBridge Investments
New York
$20.2M -$4.46M -65,579 -18%
Morgan Stanley
49
Morgan Stanley
New York
$19.7M +$1.33M +19,625 +7%
Invesco
50
Invesco
Georgia
$19.6M +$1.48M +21,830 +8%
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