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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
226
Exane Derivatives
France
$430K +$430K +6,056 New
VF
227
Virtu Financial
New York
$424K +$54.7K +738 +15%
TCWM
228
Total Clarity Wealth Management
Illinois
$408K +$408K +5,510 New
HSBC Holdings
229
HSBC Holdings
United Kingdom
$397K +$397K +5,371 New
Zurich Cantonal Bank
230
Zurich Cantonal Bank
Switzerland
$373K +$53.9K +729 +17%
NSEDCP
231
NJ State Employees Deferred Compensation Plan
New Jersey
$370K – – –
OI
232
Oakbrook Investments
Illinois
$370K +$370K +5,000 New
EIM
233
Essex Investment Management
Massachusetts
$364K – – –
SSWM
234
Sheets Smith Wealth Management
North Carolina
$347K -$14.8K -200 -4%
BCM
235
Bayesian Capital Management
New York
$332K +$332K +4,482 New
AWM
236
AE Wealth Management
Kansas
$327K -$68.4K -923 -17%
VRS
237
Virginia Retirement Systems
Virginia
$326K -$1.53M -20,600 -82%
TRCT
238
Tower Research Capital (TRC)
New York
$300K +$186K +2,513 +164%
SCM
239
Shelton Capital Management
Colorado
$285K – – –
LIA
240
LS Investment Advisors
Michigan
$283K +$20.4K +275 +8%
CAGAS
241
Capital Advisory Group Advisory Services
Minnesota
$262K +$248K +3,358 +1,815%
TSS
242
Two Sigma Securities
New York
$262K +$262K +3,541 New
RIA
243
Regal Investment Advisors
Michigan
$260K +$260K +3,507 New
Creative Planning
244
Creative Planning
Kansas
$245K +$245K +3,307 New
PAA
245
Peregrine Asset Advisers
Oregon
$244K +$244K +3,300 New
NFP
246
Narus Financial Partners
Utah
$241K -$51.8K -699 -18%
CIM
247
CIM Investment Management
Pennsylvania
$232K -$183K -2,464 -44%
ZB
248
Zions Bancorporation
Utah
$226K -$56.2K -757 -20%
MFG
249
Magnus Financial Group
New York
$220K +$220K +2,971 New
Allianz Asset Management
250
Allianz Asset Management
Germany
$218K -$999K -13,471 -82%
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