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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$105M
2
ACH
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
4
TCM
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
Wells Fargo
California
$36.9M
3
PC
PointState Capital
New York
$0
4
NCGI
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
226
Ranger Investment Management
Texas
$4K – – –
MAM
227
Meeder Asset Management
Ohio
$4K +$3.91K +83 +4,150%
TWA
228
TCI Wealth Advisors
Arizona
$3K – – –
SPIA
229
Steward Partners Investment Advisory
New York
$2K +$2K +50 New
PFBT
230
Parkside Financial Bank & Trust
Missouri
$1K -$13.8K -345 -93%
WAM
231
Wealthspire Advisors (Maryland)
Maryland
$1K +$1K +27 New
Walleye Trading
232
Walleye Trading
New York
$44 +$44 +884 New
PC
233
PointState Capital
New York
– -$16.9M -399,100 Closed
Capital World Investors
234
Capital World Investors
California
– -$11.9M -280,000 Closed
LOAMU
235
Lombard Odier Asset Management (USA)
New York
– -$7.22M -170,000 Closed
Citadel Advisors
236
Citadel Advisors
Florida
– -$4.8M -112,985 Closed
Millennium Management
237
Millennium Management
New York
– -$3.23M -76,181 Closed
OCM
238
Osterweis Capital Management
California
– -$1.19M -27,955 Closed
Capital Fund Management (CFM)
239
Capital Fund Management (CFM)
France
– -$925K -21,800 Closed
HI
240
HBK Investments
Texas
– -$641K -15,100 Closed
Wolverine Trading
241
Wolverine Trading
Illinois
– -$479K -11,732 Closed
DTL
242
Dynamic Technology Lab
Singapore
– -$479K -11,286 Closed
PM
243
Parametrica Management
Hong Kong
– -$314K -7,399 Closed
Jane Street
244
Jane Street
New York
– -$277K -6,525 Closed
BCM
245
Bayesian Capital Management
New York
– -$267K -6,300 Closed
D.E. Shaw & Co
246
D.E. Shaw & Co
New York
– -$206K -4,847 Closed
N
247
Natixis
France
– -$204K -4,800 Closed
SCM
248
Segantii Capital Management
Hong Kong
– -$30K -700 Closed
FPF
249
FNY Partners Fund
New York
– -$21K -500 Closed
FPS
250
Fieldpoint Private Securities
Connecticut
– -$21K -500 Closed
7 8 9
10
11