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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
+$26.9M
2
WA
Wasatch Advisors
Utah
+$23.6M
3
Norges Bank
Norges Bank
Norway
+$17.5M
4
Wells Fargo
Wells Fargo
California
+$13.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.5M

Top Sellers

1
JSP
Jackson Square Partners
California
-$283M
2
SEI Investments
SEI Investments
Pennsylvania
-$39.9M
3
HRCM
Hood River Capital Management
Florida
-$31.7M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$25.1M
5
Morgan Stanley
Morgan Stanley
New York
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$750K +$184K +2,839 +33%
Prudential Financial
177
Prudential Financial
New Jersey
$748K +$11.7K +180 +2%
Two Sigma Investments
178
Two Sigma Investments
New York
$725K +$725K +11,199 New
CGH
179
Crossmark Global Holdings
Texas
$722K -$2.4K -37 -0.3%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$719K – – –
PCA
181
Pallas Capital Advisors
Massachusetts
$713K +$296K +4,262 +71%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$670K – – –
Truist Financial
183
Truist Financial
North Carolina
$642K +$12.5K +193 +2%
FF
184
FourThought Financial
Florida
$640K -$253K -3,917 -28%
PGH
185
Partners Group Holding
Switzerland
$627K +$627K +9,682 New
AQR Capital Management
186
AQR Capital Management
Connecticut
$624K +$208K +3,210 +50%
CF
187
CNA Financial
Illinois
$621K -$133K -2,058 -18%
AC
188
Apogem Capital
New York
$614K -$64.7K -1,000 -10%
US Bancorp
189
US Bancorp
Minnesota
$611K -$444K -6,857 -42%
DA
190
Duality Advisers
Florida
$568K +$55.8K +862 +11%
FWM
191
Frontier Wealth Management
Missouri
$557K -$1.62K -25 -0.3%
EWA
192
EP Wealth Advisors
California
$517K +$236K +3,636 +84%
CB
193
Commerce Bank
Missouri
$515K -$21.1K -325 -4%
Zurich Cantonal Bank
194
Zurich Cantonal Bank
Switzerland
$506K – – –
XT
195
XTX Topco
Cayman Islands
$506K +$54.1K +835 +12%
QT
196
Quantbot Technologies
New York
$502K +$502K +7,753 New
PA
197
Profund Advisors
Maryland
$486K -$24.4K -376 -5%
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$485K +$100K +1,545 +26%
SAM
199
Securian Asset Management
Minnesota
$484K -$11.9K -184 -2%
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$482K +$90.2K +1,347 +23%
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