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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 %
BlackRock
1
BlackRock
New York
$420M -$31.3M -618,762 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$345M +$8.22M +162,445 +2%
JSP
3
Jackson Square Partners
California
$180M -$1.07M -21,186 -0.6%
WA
4
Wasatch Advisors
Utah
$136M +$25.7M +508,358 +23%
State Street
5
State Street
Massachusetts
$113M +$2.01M +39,679 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$98.1M +$88.9M +1,757,107 +970%
FAM
7
Fred Alger Management
New York
$89M -$1.65M -32,565 -2%
Victory Capital Management
8
Victory Capital Management
Texas
$81.7M +$40M +789,789 +96%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$77.2M -$43.5M -858,863 -36%
Wells Fargo
10
Wells Fargo
California
$76.2M -$7.85M -155,185 -9%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$75.6M +$75.6M +1,494,952 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$70.8M -$128M -2,536,603 -64%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$63.4M +$10.6M +210,068 +20%
Northern Trust
14
Northern Trust
Illinois
$57.5M +$447K +8,839 +0.8%
GCM
15
Geneva Capital Management
Wisconsin
$56.1M +$56.1M +1,109,238 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$55.1M +$3.83M +75,714 +7%
BAMCO Inc
17
BAMCO Inc
New York
$53.5M – – –
Ameriprise
18
Ameriprise
Minnesota
$49.3M +$9.04M +178,664 +22%
Franklin Resources
19
Franklin Resources
California
$45.4M +$2.3M +45,489 +5%
SIMG
20
Stephens Investment Management Group
Texas
$45.1M +$4.44M +87,722 +11%
ESCM
21
Echo Street Capital Management
New York
$44.4M +$8.02M +158,582 +22%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$44.1M +$187K +3,704 +0.4%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$43.5M +$13.6M +268,964 +46%
TCM
24
TimesSquare Capital Management
New York
$41.9M +$1.05M +20,675 +3%
Brown Advisory
25
Brown Advisory
Maryland
$41.8M +$9.66M +190,865 +30%
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