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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 %
AACP
101
Advantage Alpha Capital Partners
California
$4.62M -$4.15M -59,500 -47%
AII
102
AGF Investments Inc
Ontario, Canada
$4.53M – – –
TPSF
103
Texas Permanent School Fund
Texas
$4.3M -$692K -9,921 -14%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$3.88M +$2.44M +34,978 +169%
Comerica Bank
105
Comerica Bank
Texas
$3.87M -$98K -1,148 -2%
Dimensional Fund Advisors
106
Dimensional Fund Advisors
Texas
$3.87M -$153K -2,195 -4%
IWA
107
Inspirion Wealth Advisors
Illinois
$3.35M -$837K -12,000 -20%
EVM
108
Eaton Vance Management
Massachusetts
$3.31M – – –
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.15M -$167K -2,401 -5%
DA
110
Duality Advisers
Florida
$3.01M +$3.01M +43,202 New
UBS Group
111
UBS Group
Switzerland
$3.01M -$429K -6,160 -13%
M&T Bank
112
M&T Bank
New York
$3M +$128K +1,839 +4%
MSA
113
Mason Street Advisors
Wisconsin
$2.86M +$418 +6 +0%
Barclays
114
Barclays
United Kingdom
$2.84M -$3.93M -56,373 -58%
AG
115
Algert Global
California
$2.8M +$870K +12,481 +45%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$2.69M -$19.9K -285 -0.7%
BMSSC
117
B. Metzler seel. Sohn & Co
Germany
$2.37M +$2.37M +34,099 New
MLICM
118
Metropolitan Life Insurance Company (MetLife)
New York
$2.32M -$88.2K -1,265 -4%
Jane Street
119
Jane Street
New York
$2.32M -$1.65M -23,668 -42%
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$2.32M +$1.74K +25 +0.1%
OAM
121
Oppenheimer Asset Management
New York
$2.29M +$527K +7,554 +30%
Canada Life
122
Canada Life
Manitoba, Canada
$2.23M -$286K -4,100 -11%
BBVA
123
Banco Bilbao Vizcaya Argentaria
Spain
$2.23M – – –
Luther King Capital Management (LKCM)
124
Luther King Capital Management (LKCM)
Texas
$2.19M -$269K -3,860 -11%
SOMRS
125
State of Michigan Retirement System
Michigan
$1.95M – – –
3 4
5
6 7