HQY icon

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 %
RFA
251
Reilly Financial Advisors
California
$12K +$12K +200 New
VCM
252
Versant Capital Management
Arizona
$11K -$451 -8 -4%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$9.02K +$9.02K +149 New
MOS
254
MGO One Seven
Ohio
$8K – – –
GEA
255
Glen Eagle Advisors
New Jersey
$6.05K +$1.21K +20 +25%
PCG
256
Private Capital Group
Connecticut
$6K -$152K -2,438 -96%
PG
257
Patten Group
Tennessee
$6K – – –
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$6K +$1.25K +22 +26%
GRP
259
Global Retirement Partners
California
$4K -$1.08K -20 -21%
GT
260
Glenmede Trust
Pennsylvania
$4K – – –
RIM
261
Ranger Investment Management
Texas
$4K – – –
TWA
262
TCI Wealth Advisors
Arizona
$4K – – –
APP
263
Avantax Planning Partners
Iowa
$4K +$4K +70 New
CHP
264
Cable Hill Partners
Oregon
$3K -$5.15K -91 -63%
YWP
265
YorkBridge Wealth Partners
New York
$3K -$70 -1 -2%
ClearBridge Investments
266
ClearBridge Investments
New York
$3K – – –
QCG
267
Quadrant Capital Group
Ohio
$2K – – –
PFBT
268
Parkside Financial Bank & Trust
Missouri
$2K +$750 +15 +60%
PG
269
PEAK6 Group
Illinois
$2K +$2K +34 New
IFAM
270
Institutional & Family Asset Management
Colorado
$2K +$2K +37 New
WWM
271
Wagner Wealth Management
South Carolina
$1K +$1K +10 New
CAW
272
Cornerstone Advisors (Washington)
Washington
$1K +$1K +11 New
RSCM
273
Rock Springs Capital Management
Maryland
– -$9.1M -195,000 Closed
Balyasny Asset Management
274
Balyasny Asset Management
Illinois
– -$3.61M -77,287 Closed
TCM
275
Tygh Capital Management
Oregon
– -$2.77M -59,422 Closed
8 9 10
11
12