HQY icon

HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$378K +$378K +5,105 New
CGH
227
Crossmark Global Holdings
Texas
$377K -$2.96K -40 -0.8%
QT
228
Quantbot Technologies
New York
$349K -$294K -3,970 -46%
CMI
229
Clare Market Investments
Texas
$342K +$342K +4,625 New
BCM
230
Bayesian Capital Management
New York
$337K +$337K +4,558 New
SS
231
Simplicity Solutions
Minnesota
$325K +$325K +4,399 New
SA
232
Strategic Advisors
New York
$320K +$320K +4,328 New
FIM
233
Freedom Investment Management
Connecticut
$319K +$319K +4,315 New
NA
234
Navellier & Associates
Nevada
$313K +$11.9K +161 +4%
AWM
235
AE Wealth Management
Kansas
$311K +$311K +4,203 New
ECM
236
Element Capital Management
New York
$305K +$305K +4,117 New
Holocene Advisors
237
Holocene Advisors
New York
$303K +$303K +4,100 New
RFC
238
Regions Financial Corp
Alabama
$302K +$90.3K +1,221 +43%
AAM
239
Advisors Asset Management
Colorado
$299K +$39K +527 +15%
ACM
240
AlphaCrest Capital Management
New York
$296K +$296K +4,000 New
SIA
241
Starfire Investment Advisers
Michigan
$295K – – –
HSBC Holdings
242
HSBC Holdings
United Kingdom
$290K +$290K +3,926 New
VF
243
Virtu Financial
New York
$285K -$72.1K -974 -20%
Creative Planning
244
Creative Planning
Kansas
$282K -$15K -203 -5%
MC
245
Miles Capital
Iowa
$279K -$6.87K -93 -2%
QCM
246
Quantinno Capital Management
New York
$277K +$277K +3,747 New
NICM
247
Neo Ivy Capital Management
New York
$271K -$138K -1,864 -34%
ZB
248
Zions Bancorporation
Utah
$265K +$5.11K +69 +2%
CIP
249
Convergence Investment Partners
Florida
$262K +$262K +3,546 New
OBGC
250
O'Brien Greene & Co
Pennsylvania
$252K – – –
8 9
10
11 12