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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OQS
201
Occudo Quantitative Strategies
Florida
$485K +$485K +6,032 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$477K +$23.8K +296 +5%
Los Angeles Capital Management
203
Los Angeles Capital Management
California
$472K -$1.11M -13,735 -70%
PI
204
PEAK6 Investments
Illinois
$467K +$467K +5,801 New
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$454K -$2.5K -31 -0.5%
Osaic Holdings
206
Osaic Holdings
Arizona
$447K +$102K +1,263 +29%
OBGC
207
O'Brien Greene & Co
Pennsylvania
$435K -$564K -7,000 -56%
PCA
208
Pallas Capital Advisors
Massachusetts
$433K +$74.9K +1,041 +21%
AG
209
Appleton Group
Wisconsin
$431K +$109K +1,349 +34%
BU
210
BBVA USA
Alabama
$428K +$428K +5,321 New
RCM
211
Radnor Capital Management
Pennsylvania
$423K -$142K -1,765 -25%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$405K – – –
NSEDCP
213
NJ State Employees Deferred Compensation Plan
New Jersey
$402K – – –
SC
214
Shay Capital
New York
$402K +$402K +5,000 New
SM
215
Sciencast Management
New Jersey
$401K -$1.74K -22 -0.4%
ZB
216
Zions Bancorporation
Utah
$392K +$55.7K +693 +17%
FC
217
FORA Capital
Florida
$372K +$304K +3,779 +447%
SCM
218
Shelton Capital Management
Colorado
$351K +$18.8K +234 +6%
EWA
219
EP Wealth Advisors
California
$350K +$10.1K +126 +3%
HWAM
220
Hennion & Walsh Asset Management
New Jersey
$333K -$246K -3,052 -42%
NIMI
221
Natixis Investment Managers International
France
$330K +$43.4K +539 +15%
BC
222
Bridgefront Capital
Texas
$321K -$45.3K -563 -12%
VF
223
Virtu Financial
New York
$314K +$314K +3,896 New
CIM
224
CIM Investment Management
Pennsylvania
$291K – – –
PFO
225
Pathstone Family Office
New Jersey
$281K +$281K +3,490 New
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