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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.4M
2
WA
2
Wasatch Advisors
Utah
$401M
3
Norges Bank
3
Norges Bank
Norway
$42M
4
Wells Fargo
4
Wells Fargo
California
$113M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$15M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$52.6M +$7.55M +116,589 +17%
Charles Schwab
27
Charles Schwab
California
$51.7M +$924K +14,262 +2%
GIM
28
Granahan Investment Management
Massachusetts
$49.8M -$4.22M -65,099 -8%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$45.2M +$687K +10,610 +2%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$44.2M -$25.1M -387,635 -36%
KCM
31
Kornitzer Capital Management
Kansas
$44.1M +$2.7M +41,765 +7%
GKIM
32
GW&K Investment Management
Massachusetts
$43M -$224K -3,466 -0.5%
Norges Bank
33
Norges Bank
Norway
$42M +$17.5M +269,868 +71%
ACB
34
Aristotle Capital Boston
Massachusetts
$39M +$6.03M +93,146 +18%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$36.5M +$12.4M +191,751 +51%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$33.2M +$5.51M +85,107 +20%
Ensign Peak Advisors
37
Ensign Peak Advisors
Utah
$31.3M +$485K +7,488 +2%
Millennium Management
38
Millennium Management
New York
$30.4M +$26.9M +415,250 +770%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$27.3M +$11.7M +180,068 +75%
American Century Companies
40
American Century Companies
Missouri
$25.5M +$409K +6,309 +2%
Morgan Stanley
41
Morgan Stanley
New York
$25.3M -$18.5M -285,696 -42%
ACM
42
Ashford Capital Management
Delaware
$23.6M +$3.17M +48,996 +16%
GF
43
Greenhouse Funds
Maryland
$21.6M -$64.8K -1,000 -0.3%
AAM
44
Aureus Asset Management
Massachusetts
$20.9M +$2.54M +39,160 +14%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$20.5M +$12.5M +192,575 +155%
Bank of America
46
Bank of America
North Carolina
$19.6M -$5.01M -77,378 -20%
Principal Financial Group
47
Principal Financial Group
Iowa
$19.4M +$166K +2,570 +0.9%
Goldman Sachs
48
Goldman Sachs
New York
$17.9M -$2.95M -45,486 -14%
ClearBridge Investments
49
ClearBridge Investments
New York
$17.5M -$1.6M -24,706 -8%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$15.3M -$8.2M -126,566 -35%
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