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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Aureus Asset Management
Massachusetts
$22.8M +$1.09M +13,485 +5%
State of Wisconsin Investment Board
52
State of Wisconsin Investment Board
Wisconsin
$19.4M +$2.78M +34,564 +17%
GT
53
Glenmede Trust
Pennsylvania
$19.3M -$443K -5,505 -2%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$18.7M +$63.7K +791 +0.3%
Point72 Asset Management
55
Point72 Asset Management
Connecticut
$17.5M +$17.5M +216,966 New
Jennison Associates
56
Jennison Associates
New York
$17M -$424K -5,273 -2%
PAMU
57
Pictet Asset Management (UK)
United Kingdom
$16.6M -$776K -9,643 -4%
NCGI
58
Next Century Growth Investors
Minnesota
$16.6M -$2.27M -28,239 -12%
DDC
59
DF Dent & Co
Maryland
$16.4M +$1.03M +12,827 +7%
SCA
60
Summit Creek Advisors
Minnesota
$15.9M -$566K -7,030 -3%
EP
61
Eversept Partners
New York
$15.9M +$15.9M +197,500 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$15.7M -$518K -6,440 -3%
PCM
63
Peregrine Capital Management
Minnesota
$15.3M -$2.61M -32,392 -15%
VOYA Investment Management
64
VOYA Investment Management
Georgia
$15.1M +$1.43M +17,781 +10%
MFAM
65
Motley Fool Asset Management
Virginia
$14.9M -$392K -4,870 -3%
Swiss National Bank
66
Swiss National Bank
Switzerland
$14.6M +$443K +5,500 +3%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$14.5M +$412K +5,120 +3%
ACM
68
American Capital Management
New York
$14M +$237K +2,942 +2%
PI
69
Putnam Investments
Massachusetts
$13.8M +$5.17M +64,281 +60%
Macquarie Group
70
Macquarie Group
Australia
$12.5M +$5.06M +62,922 +68%
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$12.5M -$715K -8,885 -5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
SI
73
Scout Investments
Missouri
$12.3M -$1.03M -12,785 -8%
PPA
74
Parametric Portfolio Associates
Washington
$12.1M +$1.2M +14,941 +11%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.9M -$71.4K -887 -0.7%
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