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HealthEquity

285 hedge funds and large institutions have $5.6B invested in HealthEquity in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 126 increasing their positions, 88 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 88

6% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 33

1% more capital invested

Capital invested by funds: $5.52B → $5.6B (+$75.5M)

0% more funds holding

Funds holding: 285285 (0)

9% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $32.4M

3.58% less ownership

Funds ownership: 103.11%99.53% (-3.6%)

Holders
285
Holders Change
Holders Change %
0%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
35
Increased
126
Reduced
88
Closed
33
Calls
$29.4M
Puts
$32.4M
Net Calls
-$3.02M
Net Calls Change
-$2.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$642M +$33.5M +426,446 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M +$52.3M +665,850 +9%
WA
3
Wasatch Advisors
Utah
$383M +$24.7M +314,928 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$258M +$10.9M +138,278 +4%
JSP
5
Jackson Square Partners
California
$246M -$80.4M -1,023,489 -22%
State Street
6
State Street
Massachusetts
$166M +$6.81M +86,698 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$137M -$5.03M -64,011 -3%
ACH
8
ArrowMark Colorado Holdings
Colorado
$134M -$20M -255,188 -11%
FAM
9
Fred Alger Management
New York
$121M +$12.7M +161,488 +10%
ESCM
10
Echo Street Capital Management
New York
$115M -$9.54M -121,462 -7%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$112M +$50M +636,465 +63%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$109M +$14.5M +184,335 +13%
Wells Fargo
13
Wells Fargo
California
$108M +$14.7M +186,903 +13%
CS
14
Credit Suisse
Switzerland
$106M -$21.6M -275,215 -15%
Brown Advisory
15
Brown Advisory
Maryland
$98.7M +$6.66M +84,781 +6%
Ameriprise
16
Ameriprise
Minnesota
$93.6M +$23M +293,149 +27%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$92.7M +$14.2M +180,176 +15%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$83.3M +$2.62M +33,288 +3%
Northern Trust
19
Northern Trust
Illinois
$82.9M +$4.36M +55,476 +5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$82.3M -$6.3M -80,162 -6%
GCM
21
Geneva Capital Management
Wisconsin
$73.7M -$1.82M -23,116 -2%
BAMCO Inc
22
BAMCO Inc
New York
$67.4M -$4.56M -58,000 -6%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$66.7M +$77.1M +981,531 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$63.2M +$2.19M +27,823 +3%
Victory Capital Management
25
Victory Capital Management
Texas
$61M +$5.23M +66,534 +8%

HQY Hedge Fund Activity: Q1 2021 in Review

285 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2021, worth a combined $5.6B — up 1.4% from $5.52B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new HQY positions and 33 closed out — a net gain of 2 holders — while 126 added to existing stakes and 88 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $77.1M. The largest seller was Jackson Square Partners, cutting an estimated $80.4M.

  • 285 institutional investors held HealthEquity (HQY) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $5.6B of HealthEquity stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 35 funds opened new HealthEquity positions in Q1 2021 and 33 closed out, a net change of +2 holders.
  • The largest HealthEquity buyer in Q1 2021 was Massachusetts Financial Services, an estimated $77.1M added.
  • The largest HealthEquity seller in Q1 2021 was Jackson Square Partners, an estimated $80.4M sold.

Based on aggregated 13F filings for Q1 2021.