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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
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
BlackRock
New York
$642M
5
KCM
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
Dorsal Capital Management
California
$0
2
JSP
Jackson Square Partners
California
$246M
3
Macquarie Group
Macquarie Group
Australia
$6.28M
4
CS
Credit Suisse
Switzerland
$106M
5
ACH
ArrowMark Colorado Holdings
Colorado
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$2.13M +$279K +4,096 +15%
SOMRS
127
State of Michigan Retirement System
Michigan
$2.09M +$184K +2,700 +10%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$2.08M -$61.2K -900 -3%
BBVA
129
Banco Bilbao Vizcaya Argentaria
Spain
$2.02M -$163K -2,393 -7%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$2.01M +$566K +8,328 +39%
ProShare Advisors
131
ProShare Advisors
Maryland
$2M +$363K +5,340 +22%
AIP
132
Ameritas Investment Partners
Nebraska
$1.98M +$109K +1,597 +6%
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.88M +$136K +1,994 +8%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.88M +$7.48K +110 +0.4%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$1.85M +$118K +1,730 +7%
PIG
136
Pantheon Investment Group
California
$1.82M +$545K +8,020 +43%
EGM
137
Engineers Gate Manager
New York
$1.66M +$1.66M +24,362 New
FP
138
Foundry Partners
Minnesota
$1.64M -$55.2K -812 -3%
IWA
139
Inspirion Wealth Advisors
Illinois
$1.63M -$1.63M -24,000 -50%
SDIC
140
South Dakota Investment Council
South Dakota
$1.57M +$6.8K +100 +0.4%
LPL Financial
141
LPL Financial
California
$1.57M +$65.5K +964 +4%
ASRS
142
Arizona State Retirement System
Arizona
$1.52M +$9.12K +134 +0.6%
AC
143
Allstate Corporation
Illinois
$1.51M – – –
US Bancorp
144
US Bancorp
Minnesota
$1.5M -$228K -3,355 -13%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.46M +$156K +2,300 +12%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$1.35M +$116K +1,707 +9%
Squarepoint
147
Squarepoint
New York
$1.34M +$1.08M +15,859 +407%
Los Angeles Capital Management
148
Los Angeles Capital Management
California
$1.33M -$928K -13,646 -41%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$1.33M +$124K +1,822 +10%
DA
150
Duality Advisers
Florida
$1.2M -$1.74M -25,513 -59%
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