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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 %
LIA
201
LS Investment Advisors
Michigan
$408K +$128K +1,835 +46%
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$396K -$25.4K -365 -6%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$388K +$32K +458 +9%
Walleye Trading
204
Walleye Trading
New York
$385K -$491K -7,033 -56%
BUB
205
BBVA USA Bancshares
Texas
$374K +$16.4K +235 +5%
AC
206
Apogem Capital
New York
$365K +$365K +5,239 New
PAG
207
Private Advisor Group
New Jersey
$361K -$61.8K -888 -15%
SSWM
208
Sheets Smith Wealth Management
North Carolina
$351K +$3.83K +55 +1%
NSEDCP
209
NJ State Employees Deferred Compensation Plan
New Jersey
$349K – – –
FC
210
FORA Capital
Florida
$348K +$348K +4,997 New
SI
211
Shaker Investments
Ohio
$334K -$283K -4,053 -46%
VRS
212
Virginia Retirement Systems
Virginia
$328K +$328K +4,700 New
PCH
213
Polar Capital Holdings
United Kingdom
$305K +$305K +4,381 New
BFEC
214
Benjamin F. Edwards & Company
Missouri
$294K -$135K -1,945 -32%
ZB
215
Zions Bancorporation
Utah
$292K +$11.8K +169 +4%
SCM
216
Shelton Capital Management
Colorado
$288K – – –
HSBC Holdings
217
HSBC Holdings
United Kingdom
$272K -$116K -1,676 -30%
AC
218
Athanor Capital
New York
$272K +$272K +3,897 New
Squarepoint
219
Squarepoint
New York
$271K -$3.27M -46,959 -92%
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$270K +$270K +3,871 New
CIM
221
CIM Investment Management
Pennsylvania
$267K +$267K +3,826 New
NIMI
222
Natixis Investment Managers International
France
$258K +$258K +3,710 New
Truist Financial
223
Truist Financial
North Carolina
$255K -$118K -1,695 -32%
Creative Planning
224
Creative Planning
Kansas
$246K +$246K +3,525 New
Wolverine Trading
225
Wolverine Trading
Illinois
$244K -$1.09M -15,619 -82%
7 8
9
10 11