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HealthEquity
HQY

Overview Fund Activity

288 hedge funds and large institutions have $3.6B invested in HealthEquity in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-29
Holders Change %
-9.15%
% of All Funds
6.36%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
32
Increased
100
Reduced
108
Closed
55
Calls
$15.4M
Puts
$36.4M
Net Calls
-$21M
Net Calls Change
-$5.82M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$88.9M
2
William Blair Investment Management
William Blair Investment Management
Illinois
+$75.6M
3
Victory Capital Management
Victory Capital Management
Texas
+$40M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$37.8M
5
WA
Wasatch Advisors
Utah
+$25.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$128M
2
Morgan Stanley
Morgan Stanley
New York
-$49.1M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$43.5M
4
Invesco
Invesco
Georgia
-$42M
5
BlackRock
BlackRock
New York
-$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
201
Walleye Trading
New York
$467K +$351K +6,942 +303%
VWA
202
V Wealth Advisors
Kansas
$465K +$465K +9,182 New
RCM
203
Radnor Capital Management
Pennsylvania
$447K – – –
SI
204
Shaker Investments
Ohio
$447K +$7.73K +153 +2%
CC
205
Cipher Capital
New York
$414K +$414K +8,193 New
CF
206
CNA Financial
Illinois
$410K +$410K +8,098 New
AQR Capital Management
207
AQR Capital Management
Connecticut
$408K -$1.89M -37,452 -82%
ProShare Advisors
208
ProShare Advisors
Maryland
$401K -$463K -9,155 -54%
Osaic Holdings
209
Osaic Holdings
Arizona
$387K +$387K +60,924 New
IFWM
210
Institute for Wealth Management
Colorado
$381K -$14.7K -291 -4%
ECM
211
ExodusPoint Capital Management
New York
$370K -$965K -19,099 -72%
SAM
212
Securian Asset Management
Minnesota
$366K – – –
FPC
213
Falcon Point Capital
California
$351K -$61K -1,205 -15%
SCM
214
Silvant Capital Management
Georgia
$336K – – –
PIA
215
Piedmont Investment Advisors
North Carolina
$325K -$101 -2 -0%
SEC
216
Seven Eight Capital
New York
$319K +$319K +6,300 New
PAG
217
Private Advisor Group
New Jersey
$315K +$10.1K +200 +3%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$311K -$10.6K -242 -3%
CI Investments Inc
219
CI Investments Inc
Ontario, Canada
$309K +$309K +6,101 New
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$302K +$47.4K +938 +19%
CGH
221
Crossmark Global Holdings
Texas
$299K -$1.01K -20 -0.3%
TCWM
222
Total Clarity Wealth Management
Illinois
$284K +$5.06K +100 +2%
RFC
223
Regions Financial Corp
Alabama
$274K -$38.6K -762 -12%
William Blair & Company
224
William Blair & Company
Illinois
$266K +$266K +5,252 New
NSEDCP
225
NJ State Employees Deferred Compensation Plan
New Jersey
$253K – – –
7 8
9
10 11