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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 %
RFC
251
Regions Financial Corp
Alabama
$170K +$170K +2,861 New
SEI Investments
252
SEI Investments
Pennsylvania
$145K +$67.1K +1,052 +86%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$143K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$128K +$5.76K +97 +5%
AIL
255
AGF Investments LLC
Ontario, Canada
$122K +$122K +2,049 New
CCA
256
Catalyst Capital Advisors
New York
$100K -$54.9K -924 -35%
C
257
Cerebellum
California
$95K -$21.2K -357 -18%
AG
258
Advisor Group
Arizona
$89K -$155K -2,593 -63%
HI
259
Human Investing
Oregon
$73K +$73K +1,225 New
QI
260
QS Investors
New York
$66K – – –
Bessemer Group
261
Bessemer Group
New Jersey
$50K – – –
LTFS
262
Ladenburg Thalmann Financial Services
Florida
$46K +$39.2K +653 +573%
S
263
SignatureFD
Georgia
$39K -$5.98K -99 -13%
TNBTD
264
Trustmark National Bank Trust Department
Mississippi
$35K +$35K +585 New
AF
265
Allworth Financial
California
$30K -$30K -500 -50%
FPS
266
Fieldpoint Private Securities
Connecticut
$30K – – –
DSC
267
Duncker Streett & Co
Missouri
$30K +$30K +500 New
LFA
268
Legacy Financial Advisors
Kentucky
$28K +$28K +472 New
JIM
269
Jupiter Investment Management
United Kingdom
$28K +$28K +481 New
RCAG
270
Rehmann Capital Advisory Group
Michigan
$26.6K -$36.1K -605 -58%
GT
271
Glenmede Trust
Pennsylvania
$24.2K +$24.2K +405,998 New
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$20K +$11.5K +194 +135%
GRP
273
Global Retirement Partners
California
$19K -$14.9K -252 -44%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$16K -$1.32M -22,217 -99%
WTB
275
Washington Trust Bank
Washington
$16K -$3.07K -51 -16%
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