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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
Eagle Asset Management
Florida
$36.9M
3
BlackRock
BlackRock
New York
$329M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$372M
2
CAM
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SIMG
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
226
Cable Hill Partners
Oregon
$7K +$7K +144 New
TDC
227
Thompson Davis & Co
Virginia
$6K -$22.8K -475 -79%
Group One Trading
228
Group One Trading
Illinois
$5K -$45K -900 -90%
PG
229
Patten Group
Tennessee
$5K +$5K +100 New
US Bancorp
230
US Bancorp
Minnesota
$4K -$28.6K -621 -88%
RIM
231
Ranger Investment Management
Texas
$4K – – –
GT
232
Glenmede Trust
Pennsylvania
$4K – – –
TWA
233
TCI Wealth Advisors
Arizona
$3K – – –
QCG
234
Quadrant Capital Group
Ohio
$2K – – –
SPIA
235
Steward Partners Investment Advisory
New York
$2K – – –
WAM
236
Wealthspire Advisors (Maryland)
Maryland
$2K +$457 +8 +30%
YWP
237
YorkBridge Wealth Partners
New York
$2K +$2K +32 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$1K – – –
Two Sigma Investments
239
Two Sigma Investments
New York
– -$10.4M -209,016 Closed
AI
240
Axiom Investors
Connecticut
– -$3.64M -72,985 Closed
FEG
241
Financial Enhancement Group
Indiana
– -$3.56M -71,456 Closed
PP
242
PDT Partners
New York
– -$3.42M -68,600 Closed
Voloridge Investment Management
243
Voloridge Investment Management
Florida
– -$2.25M -45,092 Closed
PP
244
Paloma Partners
Connecticut
– -$1.48M -29,602 Closed
SCM
245
Sterling Capital Management
North Carolina
– -$1.46M -29,268 Closed
1832 Asset Management
246
1832 Asset Management
Ontario, Canada
– -$1.11M -22,200 Closed
GAMA
247
Graticule Asia Macro Advisors
New York
– -$1.1M -22,000 Closed
Capstone Investment Advisors
248
Capstone Investment Advisors
New York
– -$677K -13,600 Closed
UAS
249
United Asset Strategies
New York
– -$440K -8,825 Closed
LCM
250
Laurion Capital Management
New York
– -$439K -8,800 Closed
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