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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$149M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
3
Dorsal Capital Management
California
$29.3M
4
WA
4
Wasatch Advisors
Utah
$187M
5
ESCM
5
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$120M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$47.7M
4
Invesco
4
Invesco
Georgia
$11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$17.2M +$6.94M +118,303 +68%
RJA
52
Raymond James & Associates
Florida
$16.6M -$774K -13,197 -4%
SCA
53
Summit Creek Advisors
Minnesota
$16.3M +$2.46M +41,895 +18%
AAM
54
Aureus Asset Management
Massachusetts
$15.6M -$295K -5,030 -2%
Jennison Associates
55
Jennison Associates
New York
$15.1M -$524K -8,923 -3%
Massachusetts Financial Services
56
Massachusetts Financial Services
Massachusetts
$14.2M -$12.1M -206,176 -46%
Principal Financial Group
57
Principal Financial Group
Iowa
$14.1M +$1.22M +20,716 +9%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$13.7M +$678K +11,563 +5%
RJFSA
59
Raymond James Financial Services Advisors
Florida
$13.6M -$2.15M -36,664 -14%
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$13.4M -$4.49M -76,550 -25%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$12.5M +$41.1K +700 +0.3%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
PCM
63
Peregrine Capital Management
Minnesota
$12.4M -$408K -6,947 -3%
ACM
64
American Capital Management
New York
$12.3M +$34.3K +584 +0.3%
Macquarie Group
65
Macquarie Group
Australia
$12.1M -$4.51M -76,807 -27%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$12M +$557K +9,487 +5%
Mirae Asset Global Investments
67
Mirae Asset Global Investments
South Korea
$11.8M +$1.19M +20,298 +11%
NCGI
68
Next Century Growth Investors
Minnesota
$11.5M -$40.7K -694 -0.4%
Invesco
69
Invesco
Georgia
$11M -$29.5M -502,342 -73%
AIG
70
American International Group
New York
$10.3M -$169K -2,887 -2%
IGGA
71
Iron Gate Global Advisors
Utah
$9.81M +$2.89M +49,175 +42%
MOACM
72
Mutual of America Capital Management
New York
$9.39M -$525K -8,947 -5%
Swiss National Bank
73
Swiss National Bank
Switzerland
$9.28M +$1.24M +21,200 +15%
SI
74
Scout Investments
Missouri
$8.66M +$2.16M +36,764 +33%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$8.46M +$368K +6,558 +5%
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