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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $6.76B invested in HealthEquity in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 101 increasing their positions, 115 reducing their positions, and 38 closing their positions.

Holders
286
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.99%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
101
Reduced
115
Closed
38
Calls
$12.6M
Puts
$19.3M
Net Calls
-$6.78M
Net Calls Change
-$3.76M

Top Buyers

1
FAM
1
Fred Alger Management
New York
$262M
2
Morgan Stanley
2
Morgan Stanley
New York
$54.5M
3
ESCM
3
Echo Street Capital Management
New York
$166M
4
Victory Capital Management
4
Victory Capital Management
Texas
$96.4M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$117M
2
BlackRock
2
BlackRock
New York
$729M
3
Norges Bank
3
Norges Bank
Norway
$30.5M
4
Jane Street
4
Jane Street
New York
$1.13M
5
CCM
5
CAAS Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$729M 9,053,477 -380,882 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$644M 8,006,958 +109,140 +1%
WA
3
Wasatch Advisors
Utah
$469M 5,831,352 +197,412 +4%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$300M 3,727,613 -65,028 -2%
JSP
5
Jackson Square Partners
California
$283M 3,519,199 -105,419 -3%
FAM
6
Fred Alger Management
New York
$262M 3,257,641 +1,485,264 +84%
State Street
7
State Street
Massachusetts
$207M 2,572,633 +124,254 +5%
ESCM
8
Echo Street Capital Management
New York
$166M 2,061,399 +365,133 +22%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$159M 1,971,259 -44,744 -2%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$141M 1,749,958 +101,186 +6%
CS
11
Credit Suisse
Switzerland
$124M 1,543,658 -15,301 -1%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$124M 1,543,628 -61,435 -4%
Wells Fargo
13
Wells Fargo
California
$124M 1,535,937 -58,807 -4%
Brown Advisory
14
Brown Advisory
Maryland
$123M 1,533,501 +82,253 +6%
ACH
15
ArrowMark Colorado Holdings
Colorado
$117M 1,452,541 -522,008 -26%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$115M 1,425,310 +62,468 +5%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$112M 1,389,042 +163,762 +13%
Ameriprise
18
Ameriprise
Minnesota
$103M 1,273,840 -102,687 -7%
Northern Trust
19
Northern Trust
Illinois
$97.4M 1,210,521 -9,211 -0.8%
Victory Capital Management
20
Victory Capital Management
Texas
$96.4M 1,197,762 +301,030 +34%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$95.2M 1,182,851 -27,017 -2%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$86.1M 1,070,074 +88,543 +9%
GCM
23
Geneva Capital Management
Wisconsin
$85.2M 1,058,532 -25,675 -2%
BAMCO Inc
24
BAMCO Inc
New York
$80.6M 1,001,371 +10,000 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$75M 932,011 +3,226 +0.3%
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