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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 %
GC
151
Guggenheim Capital
Illinois
$1.2M -$73K -1,073 -6%
SBWIC
152
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.18M +$3.4K +50 +0.3%
DTL
153
Dynamic Technology Lab
Singapore
$1.16M +$1.16M +17,090 New
DC
154
Davenport & Co
Virginia
$1.16M -$433K -6,370 -27%
PCM
155
Pinz Capital Management
New York
$1.13M +$1.13M +16,650 New
Federated Hermes
156
Federated Hermes
Pennsylvania
$1.13M +$266K +3,909 +31%
Citigroup
157
Citigroup
New York
$1.1M -$655K -9,628 -37%
ECM
158
ExodusPoint Capital Management
New York
$1.06M +$1.06M +15,532 New
Prudential Financial
159
Prudential Financial
New Jersey
$1.05M +$73.5K +1,080 +7%
Handelsbanken Fonder
160
Handelsbanken Fonder
Sweden
$1.04M – – –
SA
161
Strategic Advisors
New York
$1.02M +$34.7K +511 +4%
SG Americas Securities
162
SG Americas Securities
New York
$946K +$314K +4,618 +50%
MSL
163
Mackay Shields LLC
New York
$945K -$734K -10,800 -44%
NMIMC
164
Northwestern Mutual Investment Management Company
Wisconsin
$941K -$857K -12,597 -48%
TC
165
TwinBeech Capital
New York
$937K +$937K +13,781 New
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$911K – – –
William Blair & Company
167
William Blair & Company
Illinois
$896K +$2.24K +33 +0.3%
PP
168
Paloma Partners
Connecticut
$889K +$326K +4,793 +58%
SOADOR
169
State of Alaska Department of Revenue
Alaska
$883K +$34.1K +502 +4%
OBGC
170
O'Brien Greene & Co
Pennsylvania
$843K -$68K -1,000 -7%
QC
171
Quadrature Capital
United Kingdom
$833K +$833K +12,232 New
AB
172
Amalgamated Bank
New York
$826K -$20.7K -305 -2%
CF
173
CNA Financial
Illinois
$792K – – –
ACM
174
AlphaCrest Capital Management
New York
$790K +$274K +4,032 +53%
CGH
175
Crossmark Global Holdings
Texas
$775K +$43.5K +640 +6%
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