HQY icon

HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
101
NBW Capital
Massachusetts
$5.72M +$1.61M +20,010 +39%
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$5.53M – – –
AB
103
Amalgamated Bank
New York
$5.24M +$4.26M +52,988 +436%
SCM
104
Sio Capital Management
New York
$5.23M +$5.23M +64,958 New
TPSF
105
Texas Permanent School Fund
Texas
$5M +$15.1K +188 +0.3%
Barclays
106
Barclays
United Kingdom
$4.89M -$1.4M -17,386 -22%
PWA
107
Physician Wealth Advisors
Utah
$4.85M – – –
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$4.51M +$7.24K +90 +0.2%
Millennium Management
109
Millennium Management
New York
$4.34M -$11.9M -148,070 -73%
AACP
110
Advantage Alpha Capital Partners
California
$3.98M +$196K +2,438 +5%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$3.93M +$169K +2,096 +4%
EVM
112
Eaton Vance Management
Massachusetts
$3.87M -$25.7K -319 -0.7%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$3.84M -$7.92M -98,453 -67%
M&T Bank
114
M&T Bank
New York
$3.58M +$91K +1,130 +3%
UBS Group
115
UBS Group
Switzerland
$3.25M -$97.5K -1,212 -3%
IECM
116
Intrinsic Edge Capital Management
Illinois
$3.22M +$3.22M +40,000 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$3.22M +$845K +10,504 +36%
BMSSC
118
B. Metzler seel. Sohn & Co
Germany
$3.18M -$43.5K -540 -1%
OAM
119
Oppenheimer Asset Management
New York
$3.08M +$69.5K +863 +2%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.94M -$324K -4,031 -10%
MLICM
121
Metropolitan Life Insurance Company (MetLife)
New York
$2.92M +$50.9K +633 +2%
MAP
122
Moody Aldrich Partners
Massachusetts
$2.88M -$2.92M -36,321 -50%
Comerica Bank
123
Comerica Bank
Texas
$2.87M -$35.6K -569 -1%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$2.76M -$382K -4,741 -12%
BBVA
125
Banco Bilbao Vizcaya Argentaria
Spain
$2.58M +$193K +2,393 +8%
3 4
5
6 7