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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
176
Natixis
France
$699K +$699K +10,022 New
TC
177
TownSquare Capital
Utah
$697K – – –
AP
178
AtonRa Partners
Switzerland
$683K +$683K +9,802 New
FWM
179
Frontier Wealth Management
Missouri
$681K – – –
BCI
180
Brinker Capital Investments
Pennsylvania
$675K +$338K +4,842 +100%
SO
181
STRS Ohio
Ohio
$655K – – –
SG Americas Securities
182
SG Americas Securities
New York
$648K -$205K -2,933 -24%
P8IP
183
Pier 88 Investment Partners
California
$644K -$245K -3,520 -28%
FF
184
FourThought Financial
Florida
$640K +$640K +9,195 New
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$631K +$41.1K +589 +7%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$592K -$688K -9,876 -54%
PA
187
Profund Advisors
Maryland
$589K +$32.6K +468 +6%
CB
188
Commerce Bank
Missouri
$585K – – –
PP
189
Paloma Partners
Connecticut
$578K +$291K +4,175 +102%
ACM
190
AlphaCrest Capital Management
New York
$529K +$529K +7,583 New
CSS
191
Cubist Systematic Strategies
Connecticut
$512K -$1.59M -22,865 -76%
SAM
192
Securian Asset Management
Minnesota
$508K -$11.2K -161 -2%
IFWM
193
Institute for Wealth Management
Colorado
$506K -$4.53K -65 -0.9%
RCM
194
Radnor Capital Management
Pennsylvania
$498K -$27.9K -400 -5%
Teacher Retirement System of Texas
195
Teacher Retirement System of Texas
Texas
$492K +$209K +3,004 +74%
VWA
196
V Wealth Advisors
Kansas
$487K -$10.5K -150 -2%
KTM
197
Keeler Thomas Management
Utah
$451K -$510K -7,324 -53%
Simplex Trading
198
Simplex Trading
Illinois
$429K -$731K -10,507 -63%
TRCT
199
Tower Research Capital (TRC)
New York
$416K -$4.84M -69,457 -92%
Millennium Management
200
Millennium Management
New York
$409K -$13.7M -196,251 -97%
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