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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 %
CAM
176
ClariVest Asset Management
California
$762K -$47.7K -700 -6%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$755K -$81.6K -1,200 -10%
TRCT
178
Tower Research Capital (TRC)
New York
$747K +$341K +5,011 +84%
MF
179
Magnetar Financial
Illinois
$734K +$734K +10,798 New
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$703K – – –
BC
181
Brookfield Corp
Ontario, Canada
$680K +$680K +10,000 New
AG
182
Algert Global
California
$675K -$2.05M -30,199 -75%
SO
183
STRS Ohio
Ohio
$673K +$34K +500 +5%
BAM
184
Blueshift Asset Management
New Jersey
$630K +$630K +9,269 New
P8IP
185
Pier 88 Investment Partners
California
$628K – – –
FF
186
FourThought Financial
Florida
$621K -$4.08K -60 -0.7%
X
187
Xponance
Pennsylvania
$618K -$123K -1,813 -17%
CWM
188
CIBC World Markets
New York
$605K +$605K +8,903 New
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$601K +$23.4K +344 +4%
FWM
190
Frontier Wealth Management
Missouri
$597K -$68K -1,000 -10%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$586K +$106K +1,552 +22%
SFI
192
Susquehanna Fundamental Investments
Pennsylvania
$574K +$574K +8,440 New
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$562K -$53.2K -782 -9%
CB
194
Commerce Bank
Missouri
$560K -$10.2K -150 -2%
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$554K -$247K -3,628 -31%
PA
196
Profund Advisors
Maryland
$544K -$31.4K -461 -5%
SAM
197
Securian Asset Management
Minnesota
$532K +$36.6K +538 +7%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$531K -$4.87M -71,892 -90%
TC
199
TownSquare Capital
Utah
$527K -$153K -2,247 -22%
Qube Research & Technologies (QRT)
200
Qube Research & Technologies (QRT)
United Kingdom
$495K +$495K +7,280 New
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