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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.

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

Top Sellers

1
JSP
Jackson Square Partners
California
$0
2
SEI Investments
SEI Investments
Pennsylvania
$15M
3
HRCM
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
Morgan Stanley
New York
$25.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$2.33M -$42.4K -655 -2%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$2.32M -$30K -464 -1%
HF
128
HRT Financial
New York
$2.3M +$1.33M +20,570 +138%
LPL Financial
129
LPL Financial
California
$2.2M +$244K +3,760 +12%
BBVA
130
Banco Bilbao Vizcaya Argentaria
Spain
$2.08M – – –
Luther King Capital Management (LKCM)
131
Luther King Capital Management (LKCM)
Texas
$1.98M – – –
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$1.97M +$8.48K +131 +0.4%
CCM
133
Cinctive Capital Management
New York
$1.97M +$1.97M +30,397 New
DC
134
Davenport & Co
Virginia
$1.95M +$841K +12,987 +76%
State Board of Administration of Florida Retirement System
135
State Board of Administration of Florida Retirement System
Florida
$1.9M +$35K +540 +2%
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$1.87M +$45.9K +708 +3%
AIP
137
Ameritas Investment Partners
Nebraska
$1.85M -$34.6K -534 -2%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$36K -556 -2%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M -$14.7K -227 -0.8%
Holocene Advisors
140
Holocene Advisors
New York
$1.78M +$738K +11,401 +71%
PIG
141
Pantheon Investment Group
California
$1.77M +$153K +2,381 +9%
PI
142
PEAK6 Investments
Illinois
$1.73M +$1.36M +20,979 +362%
Stifel Financial
143
Stifel Financial
Missouri
$1.7M -$304K -4,696 -15%
PP
144
Paloma Partners
Connecticut
$1.63M +$1.63M +25,096 New
QC
145
Quadrature Capital
United Kingdom
$1.54M +$1.54M +23,851 New
SDIC
146
South Dakota Investment Council
South Dakota
$1.5M – – –
ASRS
147
Arizona State Retirement System
Arizona
$1.47M +$24.3K +375 +2%
SBWIC
148
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.42M +$292K +4,516 +26%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$1.38M -$19.4K -300 -1%
SOMRS
150
State of Michigan Retirement System
Michigan
$1.35M -$6.48K -100 -0.5%
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