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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$14.3M -$2.18M -43,059 -13%
Citadel Advisors
52
Citadel Advisors
Florida
$14.1M +$6.26M +123,806 +79%
AAM
53
Aureus Asset Management
Massachusetts
$13.7M +$535K +10,570 +4%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$13.6M +$1.47M +29,073 +12%
Jennison Associates
55
Jennison Associates
New York
$13.5M +$3.39M +67,098 +34%
American Century Companies
56
American Century Companies
Missouri
$13M +$2.42M +47,802 +23%
CTA
57
Carillon Tower Advisers
Florida
$12.6M -$8.6M -188,807 -40%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
SCA
59
Summit Creek Advisors
Minnesota
$12M +$3.62M +71,620 +43%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$11.3M +$125K +2,468 +1%
Principal Financial Group
61
Principal Financial Group
Iowa
$11.1M -$4.59M -90,689 -29%
PCM
62
Peregrine Capital Management
Minnesota
$11M -$1.37M -27,066 -11%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$10.7M -$433K -8,553 -4%
ACM
64
American Capital Management
New York
$10.5M +$1.83M +36,239 +21%
HRCM
65
Hood River Capital Management
Florida
$10.4M -$22.1M -436,419 -68%
NCGI
66
Next Century Growth Investors
Minnesota
$9.92M +$1.91M +37,820 +24%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$9.86M -$119K -2,359 -1%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$9.82M -$19M -374,842 -66%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$9.15M -$356K -7,032 -4%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$9.13M -$2.55M -50,400 -22%
AIG
71
American International Group
New York
$9.01M -$49.6K -980 -0.5%
Morgan Stanley
72
Morgan Stanley
New York
$8.85M -$49.1M -971,281 -85%
MOACM
73
Mutual of America Capital Management
New York
$8.55M -$183K -3,617 -2%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.26M -$879K -17,383 -11%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$7.17M -$329K -6,500 -4%
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