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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.4M
2
WA
2
Wasatch Advisors
Utah
$401M
3
Norges Bank
3
Norges Bank
Norway
$42M
4
Wells Fargo
4
Wells Fargo
California
$113M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$15M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$15.1M -$476K -7,347 -3%
SEI Investments
52
SEI Investments
Pennsylvania
$15M -$39.9M -615,023 -73%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$14.7M -$313K -4,828 -2%
DDC
54
DF Dent & Co
Maryland
$14.5M +$1.22M +18,791 +9%
SCA
55
Summit Creek Advisors
Minnesota
$13.9M +$1.14M +17,541 +9%
PAMS
56
Pictet Asset Management (Switzerland)
Switzerland
$13.4M +$13.4M +207,650 New
Jennison Associates
57
Jennison Associates
New York
$13.4M -$292K -4,512 -2%
PCM
58
Peregrine Capital Management
Minnesota
$12.6M +$342K +5,275 +3%
Invesco
59
Invesco
Georgia
$12.5M -$7.5M -115,841 -38%
AllianceBernstein
60
AllianceBernstein
Tennessee
$12.5M -$153K -2,365 -1%
PI
61
Putnam Investments
Massachusetts
$12.2M +$1.13M +17,516 +10%
AIG
62
American International Group
New York
$12.1M -$353K -5,452 -3%
MFAM
63
Motley Fool Asset Management
Virginia
$11.9M -$94.6K -1,461 -0.8%
Swiss National Bank
64
Swiss National Bank
Switzerland
$11.9M +$201K +3,100 +2%
NCGI
65
Next Century Growth Investors
Minnesota
$11.8M -$1.51M -23,299 -11%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$11.8M +$69.1K +1,067 +0.6%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$11.6M -$573K -8,849 -5%
ACM
68
American Capital Management
New York
$11.3M +$57.2K +883 +0.5%
Balyasny Asset Management
69
Balyasny Asset Management
Illinois
$10.6M +$10.6M +163,057 New
SI
70
Scout Investments
Missouri
$9.6M -$276K -4,259 -3%
Man Group
71
Man Group
United Kingdom
$9.45M +$2.9M +44,818 +44%
TCM
72
Tygh Capital Management
Oregon
$9.33M +$2.88M +44,402 +45%
PPA
73
Parametric Portfolio Associates
Washington
$9.08M -$639K -9,865 -7%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.81M +$56.5K +873 +0.6%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$8.75M -$1.27M -19,594 -13%
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