HQY icon

HealthEquity
HQY

Overview Fund Activity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$170M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$126M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$188M
4
WA
4
Wasatch Advisors
Utah
$204M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.5M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$67.2M
3
WRF
3
Waddell & Reed Financial
Kansas
$8.07M
4
EAM
4
Eagle Asset Management
Florida
$0
5
GIM
5
Granahan Investment Management
Massachusetts
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$7.8M -$195K -3,678 -2%
SI
77
Scout Investments
Missouri
$7.43M -$146K -2,838 -2%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.27M +$303K +5,889 +4%
KCM
79
Kornitzer Capital Management
Kansas
$6.82M -$71.1K -1,385 -1%
MFWM
80
Motley Fool Wealth Management
Virginia
$6.76M +$4.36M +84,969 +182%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$6.76M +$271K +5,280 +4%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$6.71M +$6.71M +130,573 New
DDC
83
DF Dent & Co
Maryland
$6.61M +$1.9M +36,944 +40%
PI
84
Putnam Investments
Massachusetts
$6.47M +$514K +10,000 +9%
AACP
85
Advantage Alpha Capital Partners
California
$6.46M +$1.04M +20,241 +19%
Legal & General Group
86
Legal & General Group
United Kingdom
$5.86M +$706K +13,741 +14%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$5.86M +$439K +8,537 +8%
PPA
88
Parametric Portfolio Associates
Washington
$5.76M -$589K -11,459 -9%
PC
89
Pier Capital
Connecticut
$5.67M +$1.42M +27,705 +34%
DI
90
DFPG Investments
Utah
$5.46M – – –
Retirement Systems of Alabama
91
Retirement Systems of Alabama
Alabama
$5.14M +$357K +6,954 +7%
Barclays
92
Barclays
United Kingdom
$4.98M +$987K +19,224 +25%
SSA
93
Schonfeld Strategic Advisors
New York
$4.78M +$4.78M +93,100 New
MAP
94
Moody Aldrich Partners
Massachusetts
$4.67M +$112K +2,180 +2%
ZCM
95
Ziegler Capital Management
Illinois
$4.64M -$200K -3,887 -4%
CTA
96
Carillon Tower Advisers
Florida
$4.41M -$10.9M -212,694 -71%
HighTower Advisors
97
HighTower Advisors
Illinois
$4.27M -$19.3K -376 -0.4%
UBS AM
98
UBS AM
Illinois
$4.21M +$235K +4,567 +6%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$4.14M -$6.37M -123,964 -61%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.08M +$163K +3,163 +4%
2 3
4
5 6