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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
4
BlackRock
New York
$642M
5
KCM
5
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
1
Dorsal Capital Management
California
$0
2
JSP
2
Jackson Square Partners
California
$246M
3
Macquarie Group
3
Macquarie Group
Australia
$6.28M
4
CS
4
Credit Suisse
Switzerland
$106M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Aureus Asset Management
Massachusetts
$18.4M -$965K -14,188 -5%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$17.3M +$13.6M +199,694 +360%
Deutsche Bank
53
Deutsche Bank
Germany
$17.3M +$11.3M +166,688 +190%
Bank of America
54
Bank of America
North Carolina
$17.1M +$2.44M +35,945 +17%
GT
55
Glenmede Trust
Pennsylvania
$16.7M -$4.39M -64,591 -21%
NCGI
56
Next Century Growth Investors
Minnesota
$15.9M +$673K +9,904 +4%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$15.7M +$603K +8,864 +4%
PCM
58
Peregrine Capital Management
Minnesota
$15.1M -$2.29M -33,629 -13%
Jennison Associates
59
Jennison Associates
New York
$14.7M -$724K -10,651 -5%
PAMU
60
Pictet Asset Management (UK)
United Kingdom
$14.7M -$34K -500 -0.2%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$14M -$8.1M -119,166 -37%
SCA
62
Summit Creek Advisors
Minnesota
$13.9M -$332K -4,885 -2%
Millennium Management
63
Millennium Management
New York
$13.7M +$13.3M +196,144 +3,344%
AllianceBernstein
64
AllianceBernstein
Tennessee
$13.7M +$476K +7,003 +4%
DDC
65
DF Dent & Co
Maryland
$13M +$3.33M +48,970 +34%
MFAM
66
Motley Fool Asset Management
Virginia
$13M +$993K +14,610 +8%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$12.3M +$10.5M +153,961 +563%
Swiss National Bank
69
Swiss National Bank
Switzerland
$11.9M +$150K +2,200 +1%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$11.9M +$389K +5,726 +3%
IGGA
71
Iron Gate Global Advisors
Utah
$11.8M -$179K -2,632 -1%
ACM
72
American Capital Management
New York
$11.6M -$164K -2,419 -1%
VOYA Investment Management
73
VOYA Investment Management
Georgia
$11.5M +$140K +2,054 +1%
SI
74
Scout Investments
Missouri
$11.2M +$1.13M +16,554 +11%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$11.1M +$2.47M +36,391 +29%
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