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HealthEquity
HQY

Overview Fund Activity

285 hedge funds and large institutions have $5.52B invested in HealthEquity in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
+3
Holders Change %
+1.06%
% of All Funds
5.06%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
97
Reduced
116
Closed
29
Calls
$28.2M
Puts
$28.8M
Net Calls
-$584K
Net Calls Change
+$20.8M

Top Buyers

1
JSP
Jackson Square Partners
California
+$94M
2
WA
Wasatch Advisors
Utah
+$94M
3
CS
Credit Suisse
Switzerland
+$77M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$70.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$64M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$77.7M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$55.3M
3
Citadel Advisors
Citadel Advisors
Florida
-$37.8M
4
FAM
Fred Alger Management
New York
-$36.6M
5
TCM
TimesSquare Capital Management
New York
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$628M +$23.4M +336,327 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$504M +$14.8M +212,163 +3%
WA
3
Wasatch Advisors
Utah
$371M +$94M +1,347,888 +34%
JSP
4
Jackson Square Partners
California
$324M +$94M +1,348,325 +41%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$255M +$298K +4,274 +0.1%
State Street
6
State Street
Massachusetts
$165M +$4.48M +64,215 +3%
ACH
7
ArrowMark Colorado Holdings
Colorado
$155M -$16.1M -230,996 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$145M +$11.8M +169,805 +9%
CS
9
Credit Suisse
Switzerland
$128M +$77M +1,105,119 +152%
ESCM
10
Echo Street Capital Management
New York
$127M +$31.4M +450,164 +33%
FAM
11
Fred Alger Management
New York
$112M -$36.6M -525,067 -25%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$99M -$1.26M -18,125 -1%
Wells Fargo
13
Wells Fargo
California
$98.1M -$9.09M -130,382 -8%
Brown Advisory
14
Brown Advisory
Maryland
$95.3M +$14.9M +213,960 +19%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$89.9M +$64M +917,751 +247%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$83.1M +$23.7M +339,922 +40%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$82.4M +$4.07M +58,385 +5%
Northern Trust
18
Northern Trust
Illinois
$81.2M -$2.39M -34,337 -3%
GCM
19
Geneva Capital Management
Wisconsin
$77.2M -$1.42M -20,310 -2%
Ameriprise
20
Ameriprise
Minnesota
$75.5M -$4.37M -62,694 -5%
Franklin Resources
21
Franklin Resources
California
$75.1M -$11.6K -166 -0%
BAMCO Inc
22
BAMCO Inc
New York
$73.2M -$283K -4,065 -0.4%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$70.6M +$70.6M +1,012,307 New
DCM
24
Dorsal Capital Management
California
$69.7M +$3.49M +50,000 +5%
SEI Investments
25
SEI Investments
Pennsylvania
$66M +$15.3M +220,029 +30%
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