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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
4
BlackRock
New York
$642M
5
KCM
5
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
1
Dorsal Capital Management
California
$0
2
JSP
2
Jackson Square Partners
California
$246M
3
Macquarie Group
3
Macquarie Group
Australia
$6.28M
4
CS
4
Credit Suisse
Switzerland
$106M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$9.94M +$2.24M +32,981 +29%
PC
77
Pier Capital
Connecticut
$9.59M +$405K +5,959 +4%
GF
78
Greenhouse Funds
Maryland
$9.35M -$1.67M -24,513 -15%
MOACM
79
Mutual of America Capital Management
New York
$9.29M -$959K -14,110 -9%
Manulife (Manufacturers Life Insurance)
80
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.25M +$12.2K +179 +0.1%
PPA
81
Parametric Portfolio Associates
Washington
$9.19M +$1.76M +25,949 +24%
MFWM
82
Motley Fool Wealth Management
Virginia
$9.02M -$69.8K -1,027 -0.8%
Legal & General Group
83
Legal & General Group
United Kingdom
$8.56M +$844K +12,408 +11%
SCS
84
Syquant Capital SAS
France
$8.5M +$8.5M +125,000 New
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$8.23M +$475K +6,992 +6%
First Trust Advisors
86
First Trust Advisors
Illinois
$7.65M +$6.78M +99,739 +784%
Retirement Systems of Alabama
87
Retirement Systems of Alabama
Alabama
$7.36M +$547K +8,039 +8%
PI
88
Putnam Investments
Massachusetts
$7.3M -$410K -6,025 -5%
MIM
89
Monashee Investment Management
Massachusetts
$6.8M +$6.8M +100,000 New
DI
90
DFPG Investments
Utah
$6.62M – – –
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$6.46M +$986K +14,500 +18%
ZCM
92
Ziegler Capital Management
Illinois
$6.37M -$1.77M -26,095 -22%
RJA
93
Raymond James & Associates
Florida
$6.35M -$4.5M -66,184 -41%
Macquarie Group
94
Macquarie Group
Australia
$6.28M -$21.3M -313,028 -77%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.92M – – –
UBS AM
96
UBS AM
Illinois
$5.77M +$47.9K +705 +0.8%
HighTower Advisors
97
HighTower Advisors
Illinois
$5.67M +$13.7K +202 +0.2%
Two Sigma Investments
98
Two Sigma Investments
New York
$5.32M +$5.32M +78,197 New
Barclays
99
Barclays
United Kingdom
$5.31M +$2.55M +37,481 +92%
MIM
100
MetLife Investment Management
New Jersey
$4.95M -$23.7K -349 -0.5%
2 3
4
5 6