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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$48.1M
2
EAM
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
Credit Suisse
Switzerland
$18.3M
5
BlackRock
BlackRock
New York
$315M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Invesco
Invesco
Georgia
$113M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
CM
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
251
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$602K -11,900 Closed
CCI
252
Columbus Circle Investors
– -$535K -10,581 Closed
SSA
253
Schonfeld Strategic Advisors
New York
– -$473K -9,359 Closed
PG
254
PEAK6 Group
Illinois
– -$423K -8,357 Closed
PAM
255
Panagora Asset Management
Massachusetts
– -$403K -7,972 Closed
N
256
Natixis
France
– -$374K -7,395 Closed
Two Sigma Advisers
257
Two Sigma Advisers
New York
– -$319K -6,300 Closed
PM
258
Parametrica Management
Hong Kong
– -$289K -5,723 Closed
CCIA
259
Campbell & Co Investment Adviser
Maryland
– -$241K -4,772 Closed
PAG
260
Private Advisor Group
New Jersey
– -$241K -4,697 Closed
SCM
261
Shelton Capital Management
Colorado
– -$215K -4,248 Closed
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
– -$208K -4,118 Closed
ECM
263
Everence Capital Management
Indiana
– -$206K -4,070 Closed
TI
264
Turner Investments
Pennsylvania
– -$202K -4,000 Closed
TRCT
265
Tower Research Capital (TRC)
New York
– -$189K -3,729 Closed
OAM
266
Oppenheimer Asset Management
New York
– -$179K -3,537 Closed
ZB
267
Zions Bancorporation
Utah
– -$119K -2,360 Closed
OSAM
268
O'Shaughnessy Asset Management
Connecticut
– -$101K -1,993 Closed
CG
269
Cutler Group
California
– -$69K -1,371 Closed
HMS
270
Hanseatic Management Services
New Mexico
– -$7K -143 Closed
TDC
271
Thompson Davis & Co
Virginia
– -$6K -125 Closed
SPIA
272
Steward Partners Investment Advisory
New York
– -$2K -50 Closed
7 8 9 10
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