HQY icon

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 %
AIP
151
Ameritas Investment Partners
Nebraska
$1.32M +$1.01K +20 +0.1%
GI
152
Gradient Investments
Minnesota
$1.28M +$257K +5,090 +25%
NMIMC
153
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M +$222K +4,389 +22%
AG
154
Aperio Group
California
$1.17M -$143K -2,835 -11%
Balyasny Asset Management
155
Balyasny Asset Management
Illinois
$1.15M -$6.33M -125,150 -85%
CG
156
Cutler Group
California
$1.1M +$1.08M +21,445 +5,471%
MC
157
Maverick Capital
Texas
$1.07M +$1.07M +21,208 New
SDIC
158
South Dakota Investment Council
South Dakota
$1.05M +$121K +2,383 +13%
RA
159
Royce & Associates
New York
$1.01M – – –
Stifel Financial
160
Stifel Financial
Missouri
$997K -$6.56M -131,473 -87%
SOMRS
161
State of Michigan Retirement System
Michigan
$997K -$60.7K -1,200 -6%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$986K +$190K +3,750 +24%
LPL Financial
163
LPL Financial
California
$977K -$118K -2,336 -11%
Federated Hermes
164
Federated Hermes
Pennsylvania
$958K -$108K -2,128 -10%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$937K – – –
IA
166
Icon Advisers
Colorado
$931K – – –
CSS
167
Cubist Systematic Strategies
Connecticut
$928K +$272K +5,377 +41%
SBWIC
168
Schaper Benz & Wise Investment Counsel
Wisconsin
$894K +$220K +4,350 +33%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$865K – – –
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$855K +$248K +4,900 +41%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$844K +$211K +4,173 +33%
ASRS
172
Arizona State Retirement System
Arizona
$839K -$1.2M -23,614 -59%
US Bancorp
173
US Bancorp
Minnesota
$826K -$1.82K -36 -0.2%
Janney Montgomery Scott
174
Janney Montgomery Scott
Pennsylvania
$794K -$13.1K -259 -2%
SSA
175
Schonfeld Strategic Advisors
New York
$789K +$789K +15,593 New
5 6
7
8 9