HQY icon

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 %
PC
101
Pier Capital
Connecticut
$3.37M -$1.59M -31,420 -32%
GGHC
102
Gilder Gagnon Howe & Co
New York
$3.31M -$76.6K -1,515 -2%
AII
103
AGF Investments Inc
Ontario, Canada
$3.29M – – –
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.22M +$624K +12,333 +24%
PWA
105
Physician Wealth Advisors
Utah
$3.19M -$967K -19,820 -23%
Los Angeles Capital Management
106
Los Angeles Capital Management
California
$3.09M -$102K -2,019 -3%
TPSF
107
Texas Permanent School Fund
Texas
$3.05M +$599K +11,837 +24%
Twin Tree Management
108
Twin Tree Management
Texas
$3.04M +$2.67M +52,757 +728%
Deutsche Bank
109
Deutsche Bank
Germany
$2.87M -$5.12M -101,180 -64%
PI
110
PEAK6 Investments
Illinois
$2.81M +$1.8M +35,501 +177%
Comerica Bank
111
Comerica Bank
Texas
$2.75M -$34.5K -673 -1%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.72M – – –
Prudential Financial
113
Prudential Financial
New Jersey
$2.66M +$113K +2,231 +4%
UBS Group
114
UBS Group
Switzerland
$2.66M -$675K -13,341 -20%
BBVA
115
Banco Bilbao Vizcaya Argentaria
Spain
$2.64M -$374K -7,385 -12%
First Trust Advisors
116
First Trust Advisors
Illinois
$2.64M +$2.64M +52,129 New
Two Sigma Advisers
117
Two Sigma Advisers
New York
$2.6M -$10.4M -205,000 -80%
Citigroup
118
Citigroup
New York
$2.52M +$353K +6,971 +16%
AI
119
Axiom Investors
Connecticut
$2.49M +$484K +9,567 +24%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.47M -$213K -4,217 -8%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$2.46M +$7.84K +155 +0.3%
EVM
122
Eaton Vance Management
Massachusetts
$2.4M +$152 +3 +0%
SG Americas Securities
123
SG Americas Securities
New York
$2.26M -$426K -8,423 -16%
MAM
124
Morse Asset Management
Connecticut
$2.25M +$137K +2,705 +6%
NC
125
NBW Capital
Massachusetts
$2.19M +$91.7K +1,813 +4%
3 4
5
6 7