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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
$307K +$19.1K +320 +7%
DCM
227
Dupont Capital Management
Delaware
$294K +$294K +4,931 New
VF
228
Virtu Financial
New York
$288K +$132K +2,206 +84%
EMG
229
ETF Managers Group
New Jersey
$271K -$581K -9,751 -68%
PAG
230
Private Advisor Group
New Jersey
$269K -$54.6K -916 -17%
SG Americas Securities
231
SG Americas Securities
New York
$265K -$1.18M -19,732 -82%
PP
232
Paloma Partners
Connecticut
$265K +$265K +4,450 New
WG
233
Winton Group
United Kingdom
$249K -$65.2K -1,095 -21%
NA
234
Navellier & Associates
Nevada
$243K -$10.6K -177 -4%
SL
235
Signition LP
New York
$243K +$243K +4,073 New
Creative Planning
236
Creative Planning
Kansas
$240K +$50.9K +852 +27%
SIA
237
Starfire Investment Advisers
Michigan
$238K +$238K +4,000 New
Zurich Cantonal Bank
238
Zurich Cantonal Bank
Switzerland
$236K +$13.1K +220 +6%
PTC
239
Petrus Trust Company
Texas
$236K +$67.7K +1,132 +40%
MC
240
Miles Capital
Iowa
$231K +$5.02K +84 +2%
SCM
241
Shelton Capital Management
Colorado
$229K -$84.9K -1,425 -27%
M&T Bank
242
M&T Bank
New York
$218K -$29.3K -489 -12%
NIT
243
NumerixS Investment Technologies
British Columbia, Canada
$215K -$244K -4,200 -53%
ZB
244
Zions Bancorporation
Utah
$209K -$1.49K -25 -0.7%
AAM
245
Advisors Asset Management
Colorado
$209K +$36.3K +609 +21%
OBGC
246
O'Brien Greene & Co
Pennsylvania
$203K +$203K +3,400 New
CM
247
Castleark Management
Illinois
$195K -$230K -3,850 -54%
Marshall Wace
248
Marshall Wace
United Kingdom
$191K +$191K +3,204 New
LIA
249
LS Investment Advisors
Michigan
$190K -$5.3K -89 -3%
Walleye Trading
250
Walleye Trading
New York
$184K +$184K +3,091 New
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