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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$2.13M – – –
Russell Investments Group
127
Russell Investments Group
United Kingdom
$2.13M -$202K -4,000 -9%
MFAM
128
Motley Fool Asset Management
Virginia
$1.94M -$16.7K -330 -0.9%
MLICM
129
Metropolitan Life Insurance Company (MetLife)
New York
$1.93M -$80.4K -1,590 -4%
MSA
130
Mason Street Advisors
Wisconsin
$1.91M – – –
Canada Life
131
Canada Life
Manitoba, Canada
$1.87M +$111K +2,195 +6%
PIG
132
Pantheon Investment Group
California
$1.8M -$225K -4,441 -11%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$1.79M +$1.26M +24,936 +237%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$1.77M – – –
Squarepoint
135
Squarepoint
New York
$1.76M +$1.76M +34,685 New
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$1.75M – – –
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$1.73M +$664K +13,133 +62%
ASN
138
Advisory Services Network
Georgia
$1.64M -$118K -2,328 -7%
MAP
139
Moody Aldrich Partners
Massachusetts
$1.6M +$52.3K +1,033 +3%
Barclays
140
Barclays
United Kingdom
$1.57M -$2.36M -46,636 -60%
SCM
141
Sio Capital Management
New York
$1.55M +$1.55M +30,700 New
Wolverine Trading
142
Wolverine Trading
Illinois
$1.54M +$850K +16,098 +123%
CAM
143
ClariVest Asset Management
California
$1.54M -$3.32M -65,693 -68%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.41M – – –
HW
145
Hancock Whitney
Mississippi
$1.41M +$1.41M +27,764 New
GPGA
146
Grandeur Peak Global Advisors
Utah
$1.39M -$388K -7,675 -22%
TCM
147
Tekla Capital Management
Massachusetts
$1.38M -$228K -4,500 -14%
WRBC
148
W.R. Berkley Corp
Connecticut
$1.36M – – –
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$1.34M -$9.92K -196 -0.7%
FP
150
Foundry Partners
Minnesota
$1.34M – – –
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