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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$149M
2
ACH
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
Dorsal Capital Management
California
$29.3M
4
WA
Wasatch Advisors
Utah
$187M
5
ESCM
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
Jackson Square Partners
California
$120M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
Victory Capital Management
Texas
$47.7M
4
Invesco
Invesco
Georgia
$11M
5
Vanguard Group
Vanguard Group
Pennsylvania
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
151
CNA Financial
Illinois
$1.36M +$883K +15,052 +186%
TRCT
152
Tower Research Capital (TRC)
New York
$1.35M +$1.35M +22,998 New
AG
153
Aperio Group
California
$1.32M -$42.2K -720 -3%
LPL Financial
154
LPL Financial
California
$1.28M +$143K +2,432 +13%
SDIC
155
South Dakota Investment Council
South Dakota
$1.22M – – –
MC
156
Maverick Capital
Texas
$1.22M -$29.4K -501 -2%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$1.19M +$47.1K +803 +4%
OAM
158
Oppenheimer Asset Management
New York
$1.19M +$354K +6,035 +43%
RA
159
Royce & Associates
New York
$1.17M – – –
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$1.16M +$70.6K +1,203 +6%
DC
161
Davenport & Co
Virginia
$1.15M +$895K +15,253 +346%
GPGA
162
Grandeur Peak Global Advisors
Utah
$1.13M -$484K -8,250 -30%
Osaic Holdings
163
Osaic Holdings
Arizona
$1.11M -$2.46M -41,955 -69%
Stifel Financial
164
Stifel Financial
Missouri
$1.07M -$97.7K -1,666 -8%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$1.04M +$41.1K +700 +4%
Federated Hermes
166
Federated Hermes
Pennsylvania
$1.04M -$67.9K -1,158 -6%
M&T Bank
167
M&T Bank
New York
$1.04M +$179K +3,048 +21%
AQR Capital Management
168
AQR Capital Management
Connecticut
$1.03M +$560K +9,610 +119%
SBWIC
169
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.01M -$28.3K -482 -3%
NMERB
170
New Mexico Educational Retirement Board
New Mexico
$992K – – –
ASRS
171
Arizona State Retirement System
Arizona
$939K -$34.1K -581 -4%
ProShare Advisors
172
ProShare Advisors
Maryland
$902K +$436K +7,432 +94%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$886K -$92.1K -1,570 -9%
SM
174
Sciencast Management
New Jersey
$863K +$863K +14,946 New
IA
175
Icon Advisers
Colorado
$862K -$217K -3,700 -20%
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