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HealthEquity
HQY

Overview Fund Activity

293 hedge funds and large institutions have $4.14B invested in HealthEquity in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 113 reducing their positions, and 32 closing their positions.

Holders
293
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
39
Increased
104
Reduced
113
Closed
32
Calls
$13.8M
Puts
$55.8M
Net Calls
-$41.9M
Net Calls Change
-$21M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$149M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$74.2M
3
DCM
3
Dorsal Capital Management
California
$29.3M
4
WA
4
Wasatch Advisors
Utah
$187M
5
ESCM
5
Echo Street Capital Management
New York
$78.1M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$120M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$34.6M
3
Victory Capital Management
3
Victory Capital Management
Texas
$47.7M
4
Invesco
4
Invesco
Georgia
$11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$498M 8,482,456 +189,588 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$387M 6,600,393 -221,826 -3%
WA
3
Wasatch Advisors
Utah
$187M 3,190,208 +492,095 +18%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$149M 2,541,151 +1,046,199 +70%
State Street
5
State Street
Massachusetts
$135M 2,305,585 +75,578 +3%
AllianceBernstein
6
AllianceBernstein
Tennessee
$122M 2,075,460 +137,188 +7%
JSP
7
Jackson Square Partners
California
$120M 2,051,958 -1,496,965 -42%
FAM
8
Fred Alger Management
New York
$106M 1,803,556 +44,183 +3%
Wells Fargo
9
Wells Fargo
California
$88.3M 1,505,414 -1,019 -0.1%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$84.6M 1,442,314 -84,343 -6%
ESCM
11
Echo Street Capital Management
New York
$78.1M 1,331,067 +454,385 +52%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$78M 1,329,793 +76,331 +6%
ACH
13
ArrowMark Colorado Holdings
Colorado
$74.2M 1,264,495 +517,822 +69%
Northern Trust
14
Northern Trust
Illinois
$69.4M 1,183,406 +47,202 +4%
GCM
15
Geneva Capital Management
Wisconsin
$66.1M 1,126,890 +17,652 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$62.6M 1,067,248 -21,139 -2%
BAMCO Inc
17
BAMCO Inc
New York
$62.1M 1,057,836 – –
Ameriprise
18
Ameriprise
Minnesota
$59.3M 1,009,953 +36,414 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$53.3M 907,765 +35,184 +4%
Brown Advisory
20
Brown Advisory
Maryland
$53.1M 904,347 +77,449 +9%
Franklin Resources
21
Franklin Resources
California
$48.6M 862,832 -34,301 -4%
GIM
22
Granahan Investment Management
Massachusetts
$48.4M 824,431 +393,733 +91%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$48.2M 821,878 +54,821 +7%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$48M 818,507 -41,307 -5%
Victory Capital Management
25
Victory Capital Management
Texas
$47.7M 813,631 -801,005 -50%
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