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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.

New
Increased
Maintained
Reduced
Closed
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 %
Canada Life
126
Canada Life
Manitoba, Canada
$2.58M +$38.4K +478 +2%
Stifel Financial
127
Stifel Financial
Missouri
$2.49M -$20.7K -257 -0.8%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$2.46M – – –
ProShare Advisors
129
ProShare Advisors
Maryland
$2.46M +$88.5K +1,099 +4%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$2.44M -$965K -11,995 -28%
LPL Financial
131
LPL Financial
California
$2.42M +$570K +7,081 +31%
AIP
132
Ameritas Investment Partners
Nebraska
$2.34M -$9.18K -114 -0.4%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$2.31M +$91.8K +1,141 +4%
CSS
134
Cubist Systematic Strategies
Connecticut
$2.31M -$2.54M -31,567 -52%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$2.29M +$99.9K +1,241 +5%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$2.27M +$1.61M +20,047 +246%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.24M +$9.17K +114 +0.4%
PIG
138
Pantheon Investment Group
California
$2.02M -$137K -1,702 -6%
SDIC
139
South Dakota Investment Council
South Dakota
$1.86M – – –
ASRS
140
Arizona State Retirement System
Arizona
$1.8M -$3.14K -39 -0.2%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$1.74M +$8.05K +100 +0.5%
SOMRS
142
State of Michigan Retirement System
Michigan
$1.69M -$780K -9,700 -32%
SSA
143
Schonfeld Strategic Advisors
New York
$1.61M +$1.61M +20,000 New
AC
144
Allstate Corporation
Illinois
$1.44M -$344K -4,271 -19%
SBWIC
145
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.4M +$1.45K +18 +0.1%
NMERB
146
New Mexico Educational Retirement Board
New Mexico
$1.38M +$306K +3,800 +28%
DC
147
Davenport & Co
Virginia
$1.38M +$8.85K +110 +0.6%
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
$1.34M -$13.3M -164,711 -91%
US Bancorp
149
US Bancorp
Minnesota
$1.31M -$467K -5,804 -26%
Holocene Advisors
150
Holocene Advisors
New York
$1.3M +$1.3M +16,112 New
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6
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