Healthequity, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
Healthequity, Inc.
102.25
+0.89 · +0.88%
post 102.25 0.00%
−10.56%
vs ±8.3% implied · ×1.27
shaded = implied · ▲▼ = realized
Fund move
Fund move
No thesis.
Linked news
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $1.0B | 12.56% | +7.08% | |
| 2 | Wasatch AdvisorsWasatch | $719.0M | 8.87% | +10.52% | |
| 3 | Morgan StanleyMorgan Stanley | $410.7M | 5.06% | +82.92% | |
| 4 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $366.5M | 4.52% | −2.54% | |
| 5 | Vanguard Capital ManagementVanguardindex-like | $328.8M | 4.06% | −4.79% | |
| 6 | State StreetState Streetindex-like | $292.7M | 3.61% | +4.55% | |
| 7 | Geode Capital ManagementGeodeindex-like | $214.5M | 2.65% | +5.08% | |
| 8 | AQR Capital ManagementAQR | $176.1M | 2.17% | −4.45% | |
| 9 | Dimensional Fund AdvisorsDimensional | $168.8M | 2.08% | +14.87% | |
| 10 | William Blair Investment ManagementWilliam Blair | $160.2M | 1.98% | +6.85% | |
| 11 | FMRFMR | $138.9M | 1.71% | +35.55% | |
| 12 | Brown AdvisoryBrown Advisory | $124.0M | 1.53% | −2.84% | |
| 13 | Clearbridge InvestmentsClearbridge | $117.1M | 1.44% | −1.01% | |
| 14 | Charles Schwab Investment ManagementCharles Schwabindex-like | $107.4M | 1.32% | +1.15% | |
| 15 | Greenhouse Funds LLLPGreenhouse Funds LLLP | $106.9M | 1.32% | −5.95% | |
| 16 | Geneva Capital ManagementGeneva | $103.8M | 1.28% | −2.08% | |
| 17 | Bank of AmericaBank of America | $103.6M | 1.28% | +33.03% | |
| 18 | JPMorgan ChaseJPMorgan Chase | $102.1M | 1.26% | −2.08% | |
| 19 | DAVENPORTDAVENPORT | $98.2M | 1.21% | +7.07% | |
| 20 | Northern TrustNorthern Trustindex-like | $96.8M | 1.19% | +3.47% | |
| 21 | Goldman Sachs GroupGoldman Sachs | $91.0M | 1.12% | +25.80% | |
| 22 | T. Rowe Price AssociatesT. Rowe Price | $89.8M | 1.11% | +23.79% | |
| 23 | Arrowstreet Capital, Limited PartnershipArrowstreet Capital, Limited Partnership | $87.2M | 1.08% | +34628.77% | |
| 24 | Atalan Capital PartnersAtalan Capital Partners | $82.7M | 1.02% | +3.58% | |
| 25 | Loomis Sayles & Co L PLoomis Sayles & Co L P | $82.1M | 1.01% | −2.51% |
501 managers report $8.1B of Healthequity on form 13F for the quarter ended Jun 30 '26. 43 of them hold 80% of it; BlackRock is largest at 12.56%.
Expected move
Inputsspot 102.47exp Dec 18ATM strike 100ATM straddle 11.52IV 38%