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HealthEquity
HQY

Overview Fund Activity

286 hedge funds and large institutions have $5.23B invested in HealthEquity in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 119 increasing their positions, 92 reducing their positions, and 35 closing their positions.

Holders
286
Holders Change
–
Holders Change %
0%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
39
Increased
119
Reduced
92
Closed
35
Calls
$7.28M
Puts
$21.7M
Net Calls
-$14.4M
Net Calls Change
-$7.59M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$30.4M
2
WA
2
Wasatch Advisors
Utah
$401M
3
Norges Bank
3
Norges Bank
Norway
$42M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$13.4M
5
Wells Fargo
5
Wells Fargo
California
$113M

Top Sellers

1
JSP
1
Jackson Square Partners
California
$0
2
SEI Investments
2
SEI Investments
Pennsylvania
$15M
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$44.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$583M 9,005,075 -48,402 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$519M 8,017,461 +10,503 +0.1%
WA
3
Wasatch Advisors
Utah
$401M 6,196,260 +364,908 +6%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$244M 3,769,799 +42,186 +1%
FAM
5
Fred Alger Management
New York
$198M 3,058,839 -198,802 -6%
State Street
6
State Street
Massachusetts
$167M 2,579,346 +6,713 +0.3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$129M 1,998,337 +27,078 +1%
ESCM
8
Echo Street Capital Management
New York
$126M 1,947,825 -113,574 -6%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$120M 1,845,414 +95,456 +5%
Wells Fargo
10
Wells Fargo
California
$113M 1,738,810 +202,873 +13%
Brown Advisory
11
Brown Advisory
Maryland
$103M 1,594,193 +60,692 +4%
ACH
12
ArrowMark Colorado Holdings
Colorado
$103M 1,583,308 +130,767 +9%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$100M 1,548,756 +5,128 +0.3%
CS
14
Credit Suisse
Switzerland
$96.7M 1,493,007 -50,651 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$91.6M 1,414,924 -10,386 -0.7%
Kayne Anderson Rudnick Investment Management
16
Kayne Anderson Rudnick Investment Management
California
$90.4M 1,395,660 +6,618 +0.5%
Victory Capital Management
17
Victory Capital Management
Texas
$87.9M 1,356,891 +159,129 +13%
Northern Trust
18
Northern Trust
Illinois
$77.3M 1,193,168 -17,353 -1%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$75.7M 1,169,016 -13,835 -1%
Ameriprise
20
Ameriprise
Minnesota
$72.3M 1,115,615 -158,225 -12%
GCM
21
Geneva Capital Management
Wisconsin
$57.5M 887,890 -170,642 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$57.3M 885,459 -46,552 -5%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$56.8M 876,575 -13,613 -2%
Franklin Resources
24
Franklin Resources
California
$55.4M 854,970 -2,888 -0.3%
BAMCO Inc
25
BAMCO Inc
New York
$55.2M 852,778 -148,593 -15%
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