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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 %
SSA
151
Schonfeld Strategic Advisors
New York
$1.32M +$25.9K +400 +2%
Lazard Asset Management
152
Lazard Asset Management
New York
$1.32M +$1.32M +20,370 New
Renaissance Technologies
153
Renaissance Technologies
New York
$1.3M +$1.3M +20,000 New
SG Americas Securities
154
SG Americas Securities
New York
$1.25M +$423K +6,536 +51%
TC
155
TownSquare Capital
Utah
$1.21M +$466K +7,187 +63%
ProShare Advisors
156
ProShare Advisors
Maryland
$1.18M -$798K -12,321 -40%
AC
157
Allstate Corporation
Illinois
$1.16M -$1.17K -18 -0.1%
Capital Fund Management (CFM)
158
Capital Fund Management (CFM)
France
$1.13M +$1.13M +17,433 New
NMERB
159
New Mexico Educational Retirement Board
New Mexico
$1.11M – – –
MWNA
160
Marshall Wace North America
New York
$1.09M +$1.09M +16,788 New
OQS
161
Occudo Quantitative Strategies
Florida
$1.08M +$690K +10,654 +177%
Federated Hermes
162
Federated Hermes
Pennsylvania
$1.04M +$5.63K +87 +0.5%
Citigroup
163
Citigroup
New York
$1.04M +$2.72K +42 +0.3%
William Blair & Company
164
William Blair & Company
Illinois
$960K +$171K +2,637 +22%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$959K – – –
SO
166
STRS Ohio
Ohio
$919K – – –
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$892K -$7.19K -111 -0.8%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$857K +$202K +3,122 +31%
X
169
Xponance
Pennsylvania
$837K -$8.68K -134 -1%
SOADOR
170
State of Alaska Department of Revenue
Alaska
$828K -$9.77K -151 -1%
GC
171
Guggenheim Capital
Illinois
$824K -$62.5K -965 -7%
ZIM
172
Zacks Investment Management
Illinois
$801K +$181K +2,799 +29%
AG
173
Algert Global
California
$795K +$795K +12,272 New
PI
174
PFS Investments
Georgia
$775K +$191K +2,758 +33%
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
$768K +$56.2K +868 +8%
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