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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 %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$71.6M +$9.34M +116,088 +15%
Franklin Resources
27
Franklin Resources
California
$69M -$55.8K -693 -0.1%
SEI Investments
28
SEI Investments
Pennsylvania
$68.1M +$1.58M +19,596 +2%
GIM
29
Granahan Investment Management
Massachusetts
$67.2M +$3.77M +46,887 +6%
Charles Schwab
30
Charles Schwab
California
$63.1M +$1.61M +19,954 +3%
SIMG
31
Stephens Investment Management Group
Texas
$56M +$14.3M +177,467 +34%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$55.4M -$314K -3,902 -0.6%
Morgan Stanley
33
Morgan Stanley
New York
$54.5M +$31.1M +386,663 +133%
GKIM
34
GW&K Investment Management
Massachusetts
$53.7M +$111K +1,381 +0.2%
KCM
35
Kornitzer Capital Management
Kansas
$51.4M +$12.3M +152,250 +31%
ACB
36
Aristotle Capital Boston
Massachusetts
$41M -$2.24M -27,887 -5%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$38.3M -$1.96M -24,416 -5%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$34.4M +$13.9M +172,492 +68%
HRCM
39
Hood River Capital Management
Florida
$31.7M -$3.92M -48,684 -11%
American Century Companies
40
American Century Companies
Missouri
$31.2M +$5.26M +65,378 +20%
Bank of America
41
Bank of America
North Carolina
$30.6M +$10.3M +128,272 +51%
Norges Bank
42
Norges Bank
Norway
$30.5M -$28.7M -356,065 -48%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$30M +$4.63M +57,544 +18%
Mirae Asset Global Investments
44
Mirae Asset Global Investments
South Korea
$29.2M +$1.19M +14,784 +4%
GF
45
Greenhouse Funds
Maryland
$26.9M +$15.9M +197,256 +143%
Goldman Sachs
46
Goldman Sachs
New York
$25.9M +$375K +4,657 +1%
ACM
47
Ashford Capital Management
Delaware
$25.3M -$51.9K -645 -0.2%
Invesco
48
Invesco
Georgia
$24.8M +$1.64M +20,352 +7%
Principal Financial Group
49
Principal Financial Group
Iowa
$23.9M -$1.41M -17,555 -6%
ClearBridge Investments
50
ClearBridge Investments
New York
$23.8M -$115K -1,423 -0.5%
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