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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$209K – – –
WG
227
Winton Group
United Kingdom
$206K +$206K +3,409 New
M&T Bank
228
M&T Bank
New York
$206K +$206K +3,417 New
CC
229
Cipher Capital
New York
$204K +$204K +3,375 New
Creative Planning
230
Creative Planning
Kansas
$177K +$177K +2,916 New
FMT
231
First Mercantile Trust
Tennessee
$168K -$298K -4,931 -64%
Citigroup
232
Citigroup
New York
$160K +$129K +2,126 +414%
AWM
233
Avior Wealth Management
Nebraska
$146K -$21.1K -348 -13%
LIA
234
LS Investment Advisors
Michigan
$104K +$3.4K +56 +3%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$104K +$28K +466 +37%
AAM
236
Advisors Asset Management
Colorado
$78K +$52.6K +915 +207%
US Bancorp
237
US Bancorp
Minnesota
$72K – – –
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$70K -$2.49K -41 -3%
RCAG
239
Rehmann Capital Advisory Group
Michigan
$69K +$69K +1,132 New
QI
240
QS Investors
New York
$67K – – –
AF
241
Allworth Financial
California
$61K – – –
S
242
SignatureFD
Georgia
$48K +$48K +800 New
CG
243
Cutler Group
California
$48K +$48K +800 New
SWA
244
Sutton Wealth Advisors
Florida
$43.3K +$3.81K +63 +10%
DSC
245
Duncker Streett & Co
Missouri
$36K – – –
FPS
246
Fieldpoint Private Securities
Connecticut
$30K – – –
IA
247
IFP Advisors
Florida
$29K – – –
Nisa Investment Advisors
248
Nisa Investment Advisors
Missouri
$13K -$8.86K -150 -41%
SWP
249
Stratos Wealth Partners
Ohio
$12K – – –
RFA
250
Reilly Financial Advisors
California
$12K +$12K +200 New
8 9
10
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