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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$149M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
3
Dorsal Capital Management
California
$29.3M
4
WA
4
Wasatch Advisors
Utah
$187M
5
ESCM
5
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$120M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$47.7M
4
Invesco
4
Invesco
Georgia
$11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$8.29M -$21.6K -369 -0.3%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.88M -$454K -7,822 -5%
KCM
78
Kornitzer Capital Management
Kansas
$7.88M -$59K -1,005 -0.7%
TCM
79
Tygh Capital Management
Oregon
$7.56M -$743K -12,664 -9%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$7.41M +$387K +6,602 +6%
PPA
81
Parametric Portfolio Associates
Washington
$7.25M -$734K -12,514 -9%
PI
82
Putnam Investments
Massachusetts
$6.8M -$1.1M -18,752 -14%
AACP
83
Advantage Alpha Capital Partners
California
$6.2M +$1.55M +26,344 +33%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$6.19M +$13.6K +232 +0.2%
Legal & General Group
85
Legal & General Group
United Kingdom
$5.89M +$375K +6,394 +7%
DI
86
DFPG Investments
Utah
$5.81M -$34.9K -600 -0.6%
ZCM
87
Ziegler Capital Management
Illinois
$5.53M -$258K -4,393 -4%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$5.47M -$5.12M -87,329 -48%
DDC
89
DF Dent & Co
Maryland
$5.38M +$5.38M +91,638 New
MAP
90
Moody Aldrich Partners
Massachusetts
$5.21M +$3.35M +57,180 +181%
HighTower Advisors
91
HighTower Advisors
Illinois
$4.91M -$55.6K -947 -1%
PC
92
Pier Capital
Connecticut
$4.85M +$942K +16,059 +24%
BPB
93
Badgley, Phelps & Bell
Washington
$4.77M -$67.1K -1,144 -1%
BNP Paribas Financial Markets
94
BNP Paribas Financial Markets
France
$4.71M -$1.18M -20,137 -20%
Barclays
95
Barclays
United Kingdom
$4.56M +$2.75M +46,825 +151%
UBS AM
96
UBS AM
Illinois
$4.54M +$46.8K +798 +1%
MFAM
97
Motley Fool Asset Management
Virginia
$4.51M +$2.27M +38,630 +101%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.47M +$740K +12,613 +20%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$4.32M -$311K -5,293 -7%
MIM
100
MetLife Investment Management
New Jersey
$4.29M +$211K +3,596 +5%
2 3
4
5 6