HQY icon

HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
76
Motley Fool Wealth Management
Virginia
$9.32M +$148K +2,123 +2%
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$8.87M -$303K -4,350 -3%
ZCM
78
Ziegler Capital Management
Illinois
$8.35M +$2.05M +29,411 +33%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$7.95M +$2.86K +41 +0%
Legal & General Group
80
Legal & General Group
United Kingdom
$7.91M -$49.6K -712 -0.6%
PI
81
Putnam Investments
Massachusetts
$7.9M -$881K -12,638 -10%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$7.89M +$3.35M +48,092 +74%
PPA
83
Parametric Portfolio Associates
Washington
$7.61M -$204K -2,924 -3%
DI
84
DFPG Investments
Utah
$7.46M -$75.3K -1,000 -1%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$6.98M +$4.74K +68 +0.1%
MAP
86
Moody Aldrich Partners
Massachusetts
$6.35M +$4.04K +58 +0.1%
Deutsche Bank
87
Deutsche Bank
Germany
$6.1M +$1.01M +14,510 +20%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.07M +$536K +7,682 +10%
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$5.9M -$5M -67,539 -46%
UBS AM
90
UBS AM
Illinois
$5.86M +$152K +2,178 +3%
HighTower Advisors
91
HighTower Advisors
Illinois
$5.8M -$1.46K -21 -0%
CTA
92
Carillon Tower Advisers
Florida
$5.71M -$279K -4,000 -5%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$5.61M – – –
RSCM
94
Rock Springs Capital Management
Maryland
$5.23M -$19.9M -285,100 -79%
MIM
95
MetLife Investment Management
New Jersey
$5.1M -$242K -3,476 -5%
PWA
96
Physician Wealth Advisors
Utah
$5.08M – – –
Citadel Advisors
97
Citadel Advisors
Florida
$4.68M -$37.8M -541,756 -89%
NC
98
NBW Capital
Massachusetts
$4.67M +$434K +6,228 +10%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$4.63M – – –
RJFSA
100
Raymond James Financial Services Advisors
Florida
$4.63M -$9.47M -135,814 -67%
2 3
4
5 6