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HealthEquity
HQY

Overview Fund Activity

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.

Holders
285
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
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

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$66.7M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$112M
4
BlackRock
4
BlackRock
New York
$642M
5
KCM
5
Kornitzer Capital Management
Kansas
$33.1M

Top Sellers

1
DCM
1
Dorsal Capital Management
California
$0
2
JSP
2
Jackson Square Partners
California
$246M
3
Macquarie Group
3
Macquarie Group
Australia
$6.28M
4
CS
4
Credit Suisse
Switzerland
$106M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$642M 9,434,359 +426,446 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M 7,897,818 +665,850 +9%
WA
3
Wasatch Advisors
Utah
$383M 5,633,940 +314,928 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$258M 3,792,641 +138,278 +4%
JSP
5
Jackson Square Partners
California
$246M 3,624,618 -1,023,489 -22%
State Street
6
State Street
Massachusetts
$166M 2,448,379 +86,698 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$137M 2,016,003 -64,011 -3%
ACH
8
ArrowMark Colorado Holdings
Colorado
$134M 1,974,549 -255,188 -11%
FAM
9
Fred Alger Management
New York
$121M 1,772,377 +161,488 +10%
ESCM
10
Echo Street Capital Management
New York
$115M 1,696,266 -121,462 -7%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$112M 1,648,772 +636,465 +63%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$109M 1,605,063 +184,335 +13%
Wells Fargo
13
Wells Fargo
California
$108M 1,594,744 +186,903 +13%
CS
14
Credit Suisse
Switzerland
$106M 1,558,959 -275,215 -15%
Brown Advisory
15
Brown Advisory
Maryland
$98.7M 1,451,248 +84,781 +6%
Ameriprise
16
Ameriprise
Minnesota
$93.6M 1,376,527 +293,149 +27%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$92.7M 1,362,842 +180,176 +15%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$83.3M 1,225,280 +33,288 +3%
Northern Trust
19
Northern Trust
Illinois
$82.9M 1,219,732 +55,476 +5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$82.3M 1,209,868 -80,162 -6%
GCM
21
Geneva Capital Management
Wisconsin
$73.7M 1,084,207 -23,116 -2%
BAMCO Inc
22
BAMCO Inc
New York
$67.4M 991,371 -58,000 -6%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$66.7M 981,531 +981,531 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$63.2M 928,785 +27,823 +3%
Victory Capital Management
25
Victory Capital Management
Texas
$61M 896,732 +66,534 +8%
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