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HealthEquity
HQY

Overview Fund Activity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M

Top Buyers

1
JSP
Jackson Square Partners
California
$170M
2
ACH
ArrowMark Colorado Holdings
Colorado
$126M
3
William Blair Investment Management
William Blair Investment Management
Illinois
$188M
4
WA
Wasatch Advisors
Utah
$204M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$94.5M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
AllianceBernstein
AllianceBernstein
Tennessee
$67.2M
3
WRF
Waddell & Reed Financial
Kansas
$8.07M
4
EAM
Eagle Asset Management
Florida
$0
5
GIM
Granahan Investment Management
Massachusetts
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Peregrine Capital Management
Minnesota
$15.9M +$5.12M +99,667 +47%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$15.5M +$3.82M +74,390 +33%
AAM
53
Aureus Asset Management
Massachusetts
$14.5M +$824K +16,040 +6%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$14.3M +$3.96M +77,055 +38%
Principal Financial Group
55
Principal Financial Group
Iowa
$12.8M +$410K +7,988 +3%
RJA
56
Raymond James & Associates
Florida
$12.6M -$1.94M -37,809 -13%
Jennison Associates
57
Jennison Associates
New York
$12.6M -$589K -11,473 -4%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
Morgan Stanley
59
Morgan Stanley
New York
$12M -$3.07M -59,747 -20%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$11.2M -$801K -15,592 -7%
PAMU
61
Pictet Asset Management (UK)
United Kingdom
$11.1M +$185K +3,600 +2%
NCGI
62
Next Century Growth Investors
Minnesota
$11M +$1.01M +19,571 +10%
GF
63
Greenhouse Funds
Maryland
$10.8M +$10.8M +209,794 New
RJFSA
64
Raymond James Financial Services Advisors
Florida
$10.4M -$1.55M -30,080 -13%
Massachusetts Financial Services
65
Massachusetts Financial Services
Massachusetts
$10.2M -$2.24M -43,640 -18%
ACM
66
American Capital Management
New York
$10.1M -$621K -12,090 -6%
Invesco
67
Invesco
Georgia
$10M +$397K +7,734 +4%
AIG
68
American International Group
New York
$9.48M +$485K +9,441 +5%
IGGA
69
Iron Gate Global Advisors
Utah
$8.99M +$406K +7,908 +5%
MFAM
70
Motley Fool Asset Management
Virginia
$8.32M +$4.35M +84,383 +110%
Swiss National Bank
71
Swiss National Bank
Switzerland
$8.31M +$185K +3,600 +2%
PI
72
PEAK6 Investments
Illinois
$8.14M +$4.91M +95,523 +152%
WRF
73
Waddell & Reed Financial
Kansas
$8.07M -$21.7M -422,095 -73%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$8.04M +$781K +15,200 +11%
MOACM
75
Mutual of America Capital Management
New York
$7.81M -$404K -7,870 -5%
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