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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 %
IFWM
201
Institute for Wealth Management
Colorado
$490K -$3.2K -47 -0.6%
HWAM
202
Hennion & Walsh Asset Management
New Jersey
$489K +$489K +7,190 New
RCM
203
Radnor Capital Management
Pennsylvania
$477K -$8.15K -120 -2%
CC
204
Cipher Capital
New York
$428K +$210K +3,079 +96%
VWA
205
V Wealth Advisors
Kansas
$421K -$54.4K -800 -11%
Verition Fund Management
206
Verition Fund Management
Connecticut
$421K +$421K +6,196 New
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$386K +$7.5K +110 +2%
PCH
208
Polar Capital Holdings
United Kingdom
$386K +$88.3K +1,300 +30%
OSAM
209
O'Shaughnessy Asset Management
Connecticut
$383K +$120K +1,765 +46%
Simplex Trading
210
Simplex Trading
Illinois
$379K -$39.2K -578 -9%
BUB
211
BBVA USA Bancshares
Texas
$362K -$2.99K -44 -0.8%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$360K +$93.4K +1,379 +35%
PCA
213
Pallas Capital Advisors
Massachusetts
$357K +$357K +4,977 New
NICM
214
Neo Ivy Capital Management
New York
$352K +$241K +3,542 +216%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$342K – – –
LIA
216
LS Investment Advisors
Michigan
$341K -$57.3K -841 -14%
Walleye Trading
217
Walleye Trading
New York
$340K -$35.9K -527 -10%
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$340K – – –
SM
219
Sciencast Management
New Jersey
$338K +$338K +5,088 New
SI
220
Shaker Investments
Ohio
$327K +$1.16K +17 +0.4%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$311K -$75.5K -1,110 -20%
BC
222
Bridgefront Capital
Texas
$310K +$310K +4,552 New
Truist Financial
223
Truist Financial
North Carolina
$303K +$53.8K +789 +22%
Osaic Holdings
224
Osaic Holdings
Arizona
$292K +$81.2K +1,194 +38%
EWA
225
EP Wealth Advisors
California
$287K +$287K +4,220 New
7 8
9
10 11