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HealthEquity
HQY

Overview Fund Activity

282 hedge funds and large institutions have $3.95B invested in HealthEquity in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 130 increasing their positions, 80 reducing their positions, and 43 closing their positions.

Holders
282
Holders Change
-11
Holders Change %
-3.75%
% of All Funds
5.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
130
Reduced
80
Closed
43
Calls
$20.8M
Puts
$42.2M
Net Calls
-$21.4M
Net Calls Change
+$20.6M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$170M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$126M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$188M
4
WA
4
Wasatch Advisors
Utah
$204M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$94.5M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$67.2M
3
WRF
3
Waddell & Reed Financial
Kansas
$8.07M
4
EAM
4
Eagle Asset Management
Florida
$0
5
GIM
5
Granahan Investment Management
Massachusetts
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$445M 8,671,586 +189,130 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$361M 7,019,805 +419,412 +6%
WA
3
Wasatch Advisors
Utah
$204M 3,971,124 +780,916 +24%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$188M 3,650,089 +1,108,938 +44%
JSP
5
Jackson Square Partners
California
$170M 3,299,782 +1,247,824 +61%
ACH
6
ArrowMark Colorado Holdings
Colorado
$126M 2,460,733 +1,196,238 +95%
State Street
7
State Street
Massachusetts
$118M 2,297,466 -8,119 -0.4%
FAM
8
Fred Alger Management
New York
$110M 2,135,956 +332,400 +18%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$94.5M 1,910,209 +580,416 +44%
Wells Fargo
10
Wells Fargo
California
$79M 1,538,223 +32,809 +2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$73.9M 1,438,853 -3,461 -0.2%
ESCM
12
Echo Street Capital Management
New York
$70.3M 1,367,564 +36,497 +3%
AllianceBernstein
13
AllianceBernstein
Tennessee
$67.2M 1,308,043 -767,417 -37%
Northern Trust
14
Northern Trust
Illinois
$61.6M 1,198,593 +15,187 +1%
Brown Advisory
15
Brown Advisory
Maryland
$59.2M 1,152,507 +248,160 +27%
Ameriprise
16
Ameriprise
Minnesota
$58.9M 1,146,072 +136,119 +13%
GCM
17
Geneva Capital Management
Wisconsin
$57.9M 1,127,633 +743 +0.1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$57.8M 1,124,281 +57,033 +5%
Franklin Resources
19
Franklin Resources
California
$55.4M 1,077,631 +214,799 +25%
BAMCO Inc
20
BAMCO Inc
New York
$54.1M 1,053,436 -4,400 -0.4%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$49.4M 961,229 +142,722 +17%
DCM
22
Dorsal Capital Management
California
$48.8M 950,000 +450,000 +90%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.1M 916,252 +8,487 +0.9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45M 875,640 +53,762 +7%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$43.8M 852,070 +129,505 +18%
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