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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
51
Peregrine Capital Management
Minnesota
$17.9M -$3.79M -54,418 -18%
Jennison Associates
52
Jennison Associates
New York
$15.8M -$1.31M -18,737 -8%
NCGI
53
Next Century Growth Investors
Minnesota
$15.7M +$668K +9,576 +4%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$15.5M +$272K +3,895 +2%
PAMU
55
Pictet Asset Management (UK)
United Kingdom
$15.1M – – –
Bank of America
56
Bank of America
North Carolina
$15.1M -$9.45M -135,495 -39%
TCM
57
TimesSquare Capital Management
New York
$15.1M -$24.6M -352,630 -62%
SCA
58
Summit Creek Advisors
Minnesota
$14.6M -$7.41M -106,350 -34%
AllianceBernstein
59
AllianceBernstein
Tennessee
$13.5M -$77.7M -1,113,885 -85%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
MFAM
61
Motley Fool Asset Management
Virginia
$12.3M +$1.02M +14,610 +9%
IGGA
62
Iron Gate Global Advisors
Utah
$12.3M +$60.6K +869 +0.5%
Swiss National Bank
63
Swiss National Bank
Switzerland
$12.1M +$809K +11,600 +7%
ACM
64
American Capital Management
New York
$12.1M -$1.63M -23,411 -12%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$11.8M +$912K +13,083 +8%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$11.7M -$55.3M -793,837 -83%
GF
67
Greenhouse Funds
Maryland
$11.3M -$3.33M -47,802 -23%
RJA
68
Raymond James & Associates
Florida
$11.1M -$6.02M -86,420 -35%
WRF
69
Waddell & Reed Financial
Kansas
$10.9M -$89.4K -1,283 -0.8%
MOACM
70
Mutual of America Capital Management
New York
$10.5M -$95.9K -1,375 -0.9%
KCM
71
Kornitzer Capital Management
Kansas
$10.5M +$1.23M +17,590 +13%
SI
72
Scout Investments
Missouri
$10.4M +$279K +4,000 +3%
DDC
73
DF Dent & Co
Maryland
$9.94M +$975K +13,985 +11%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.47M -$392K -5,629 -4%
PC
75
Pier Capital
Connecticut
$9.42M +$1.73M +24,807 +22%
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