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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.

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 %
Squarepoint
101
Squarepoint
New York
$4.01M +$1.98M +33,715 +97%
Deutsche Bank
102
Deutsche Bank
Germany
$3.95M +$628K +10,697 +19%
GGHC
103
Gilder Gagnon Howe & Co
New York
$3.82M -$12.5K -213 -0.3%
AII
104
AGF Investments Inc
Ontario, Canada
$3.81M – – –
PI
105
PEAK6 Investments
Illinois
$3.69M +$427K +7,285 +13%
PWA
106
Physician Wealth Advisors
Utah
$3.53M -$1.13K -21 -0%
IWA
107
Inspirion Wealth Advisors
Illinois
$3.52M -$587K -10,000 -14%
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$3.49M -$95.9K -1,635 -3%
TPSF
109
Texas Permanent School Fund
Texas
$3.31M -$229K -3,908 -6%
NC
110
NBW Capital
Massachusetts
$3.23M +$695K +11,850 +27%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$3.16M +$297K +5,060 +10%
CM
112
Castleark Management
Illinois
$3.11M -$4.48M -76,415 -59%
UBS Group
113
UBS Group
Switzerland
$2.97M -$117K -1,999 -4%
Dimensional Fund Advisors
114
Dimensional Fund Advisors
Texas
$2.85M -$8.54M -145,543 -75%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.84M -$305K -5,201 -10%
EVM
116
Eaton Vance Management
Massachusetts
$2.78M – – –
MFWM
117
Motley Fool Wealth Management
Virginia
$2.74M +$2.74M +46,643 New
Twin Tree Management
118
Twin Tree Management
Texas
$2.68M -$843K -14,372 -24%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$2.55M +$522K +8,900 +26%
MAM
120
Morse Asset Management
Connecticut
$2.5M -$109K -1,850 -4%
Comerica Bank
121
Comerica Bank
Texas
$2.48M -$537K -9,531 -18%
CSS
122
Cubist Systematic Strategies
Connecticut
$2.38M +$1.3M +22,202 +121%
Russell Investments Group
123
Russell Investments Group
United Kingdom
$2.37M -$94.1K -1,604 -4%
MSA
124
Mason Street Advisors
Wisconsin
$2.3M +$83.7K +1,426 +4%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$2.26M -$604K -10,291 -21%
3 4
5
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