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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 %
MAP
101
Moody Aldrich Partners
Massachusetts
$4.9M -$1.29M -19,008 -21%
WRF
102
Waddell & Reed Financial
Kansas
$4.83M -$5.77M -84,773 -54%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$4.67M +$156K +2,300 +3%
AII
104
AGF Investments Inc
Ontario, Canada
$4.42M – – –
PWA
105
Physician Wealth Advisors
Utah
$4.36M – – –
TPSF
106
Texas Permanent School Fund
Texas
$4.21M +$15.6K +229 +0.4%
CSS
107
Cubist Systematic Strategies
Connecticut
$4.1M +$3.6M +52,881 +720%
Marshall Wace
108
Marshall Wace
United Kingdom
$3.92M +$3.92M +57,666 New
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$3.8M +$18.2K +267 +0.5%
NC
110
NBW Capital
Massachusetts
$3.47M -$1.08M -15,945 -24%
Comerica Bank
111
Comerica Bank
Texas
$3.41M +$77.7K +1,057 +2%
EVM
112
Eaton Vance Management
Massachusetts
$3.29M +$65.8K +968 +2%
AACP
113
Advantage Alpha Capital Partners
California
$3.2M -$1.31M -19,310 -29%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$3.18M +$107K +1,567 +3%
Man Group
115
Man Group
United Kingdom
$3.02M +$1.4M +20,584 +86%
M&T Bank
116
M&T Bank
New York
$2.95M +$21.7K +320 +0.7%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$2.88M +$2.85M +41,983 +12,348%
UBS Group
118
UBS Group
Switzerland
$2.83M -$106K -1,555 -4%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.76M +$138K +2,028 +5%
BMSSC
120
B. Metzler seel. Sohn & Co
Germany
$2.73M +$408K +5,994 +18%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$2.65M -$1.86M -27,403 -41%
OAM
122
Oppenheimer Asset Management
New York
$2.54M +$308K +4,533 +14%
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$2.42M +$154K +2,261 +7%
Voloridge Investment Management
124
Voloridge Investment Management
Florida
$2.25M +$2.25M +33,052 New
Canada Life
125
Canada Life
Manitoba, Canada
$2.15M -$31.6K -466 -1%
3 4
5
6 7