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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.4M
2
WA
2
Wasatch Advisors
Utah
$401M
3
Norges Bank
3
Norges Bank
Norway
$42M
4
Wells Fargo
4
Wells Fargo
California
$113M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$15M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
101
Mutual of America Capital Management
New York
$4.76M +$52.4K +809 +1%
SCM
102
Sio Capital Management
New York
$4.76M +$550K +8,500 +13%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$4.75M +$303K +4,683 +7%
NC
104
NBW Capital
Massachusetts
$4.63M +$23.5K +363 +0.5%
MIM
105
MetLife Investment Management
New Jersey
$4.43M -$205K -3,168 -4%
Marshall Wace
106
Marshall Wace
United Kingdom
$4.26M +$4.26M +65,748 New
PWA
107
Physician Wealth Advisors
Utah
$4.12M – – –
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$4.08M +$4.08M +62,981 New
RJFSA
109
Raymond James Financial Services Advisors
Florida
$4M +$1.78M +27,466 +80%
TPSF
110
Texas Permanent School Fund
Texas
$4M -$29.1K -449 -0.7%
AB
111
Amalgamated Bank
New York
$3.81M -$404K -6,237 -10%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$3.59M -$34.6K -534 -1%
CSS
113
Cubist Systematic Strategies
Connecticut
$3.26M +$1.41M +21,727 +76%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$3.23M +$64.7K +999 +2%
EVM
115
Eaton Vance Management
Massachusetts
$3.09M -$3.41K -53 -0.1%
First Trust Advisors
116
First Trust Advisors
Illinois
$3.05M -$1.81M -27,974 -37%
M&T Bank
117
M&T Bank
New York
$2.99M +$107K +1,655 +4%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$2.95M +$363K +5,611 +14%
BMSSC
119
B. Metzler seel. Sohn & Co
Germany
$2.91M +$348K +5,370 +14%
UBS Group
120
UBS Group
Switzerland
$2.85M +$233K +3,602 +9%
Vontobel Holding
121
Vontobel Holding
Switzerland
$2.77M +$2.77M +42,809 New
Russell Investments Group
122
Russell Investments Group
United Kingdom
$2.75M -$343K -5,304 -11%
OAM
123
Oppenheimer Asset Management
New York
$2.63M +$159K +2,455 +6%
Comerica Bank
124
Comerica Bank
Texas
$2.57M -$532K -7,871 -17%
Canada Life
125
Canada Life
Manitoba, Canada
$2.55M +$458K +7,030 +22%
3 4
5
6 7