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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
76
Tygh Capital Management
Oregon
$7.16M +$1.78M +35,189 +33%
Swiss National Bank
77
Swiss National Bank
Switzerland
$6.93M +$106K +2,100 +2%
PPA
78
Parametric Portfolio Associates
Washington
$6.89M -$199K -3,936 -3%
KCM
79
Kornitzer Capital Management
Kansas
$6.84M -$83.7K -1,655 -1%
PI
80
Putnam Investments
Massachusetts
$6.81M -$906K -17,905 -12%
CM
81
Castleark Management
Illinois
$6.55M +$6.55M +129,405 New
Fuller & Thaler Asset Management
82
Fuller & Thaler Asset Management
California
$6.36M -$136K -2,689 -2%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$6.34M +$2.2M +50,052 +53%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$6.06M -$1.59M -31,458 -21%
DSAM
85
Dock Street Asset Management
Florida
$6.04M -$7.94K -157 -0.1%
IGGA
86
Iron Gate Global Advisors
Utah
$5.97M +$1.75M +34,539 +41%
Millennium Management
87
Millennium Management
New York
$5.7M -$7.81M -154,330 -58%
SI
88
Scout Investments
Missouri
$5.6M -$319K -6,311 -5%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$5.33M -$26.4K -522 -0.5%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$5.08M -$1.66M -32,717 -25%
ZCM
91
Ziegler Capital Management
Illinois
$4.99M +$4.99M +98,624 New
Legal & General Group
92
Legal & General Group
United Kingdom
$4.76M -$23.5K -464 -0.5%
DI
93
DFPG Investments
Utah
$4.61M +$4.61M +100,650 New
HighTower Advisors
94
HighTower Advisors
Illinois
$4.28M +$23.7K +468 +0.6%
BPB
95
Badgley, Phelps & Bell
Washington
$4.17M +$123K +2,424 +3%
AACP
96
Advantage Alpha Capital Partners
California
$4.01M -$1.39M -27,387 -26%
State of Tennessee, Department of Treasury
97
State of Tennessee, Department of Treasury
Tennessee
$3.99M +$879K +17,377 +28%
UBS AM
98
UBS AM
Illinois
$3.87M +$8.9K +176 +0.2%
IWA
99
Inspirion Wealth Advisors
Illinois
$3.54M – – –
MIM
100
MetLife Investment Management
New Jersey
$3.52M -$72.3K -1,430 -2%
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4
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