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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 %
Zurich Cantonal Bank
251
Zurich Cantonal Bank
Switzerland
$242K -$50.7K -685 -17%
FRM
252
Fox Run Management
Connecticut
$238K +$238K +3,222 New
PIA
253
Piedmont Investment Advisors
North Carolina
$229K +$229K +3,094 New
LIA
254
LS Investment Advisors
Michigan
$228K -$8.45K -114 -4%
FQ
255
First Quadrant
California
$223K -$640K -8,649 -74%
TC
256
Telemus Capital
Michigan
$222K +$222K +3,000 New
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$215K +$38.1K +515 +22%
SCI
258
S&CO Inc
Massachusetts
$200K +$200K +2,710 New
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$165K -$7.79M -105,484 -98%
Simplex Trading
260
Simplex Trading
Illinois
$155K -$1.54M -20,793 -91%
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$139K -$19K -259 -12%
CM
262
Castleark Management
Illinois
$117K -$124K -1,680 -51%
LTFS
263
Ladenburg Thalmann Financial Services
Florida
$112K +$55.1K +744 +97%
QI
264
QS Investors
New York
$82K – – –
AG
265
Advisor Group
Arizona
$73K -$39.6K -525 -35%
Walleye Trading
266
Walleye Trading
New York
$60K -$170K -2,284 -74%
S
267
SignatureFD
Georgia
$59K +$11.5K +157 +24%
CG
268
Cutler Group
California
$51K -$510K -7,000 -91%
QT
269
Quantamental Technologies
New York
$51K +$50.1K +682 +5,683%
FGAM
270
Financial Gravity Asset Management
Texas
$45K +$45K +611 New
CCA
271
Catalyst Capital Advisors
New York
$43K -$81.1K -1,100 -65%
GRP
272
Global Retirement Partners
California
$41K +$17.3K +234 +73%
DSC
273
Duncker Streett & Co
Missouri
$37K – – –
AF
274
Allworth Financial
California
$37K – – –
LFA
275
Legacy Financial Advisors
Kentucky
$36K +$1.32K +18 +4%
9 10
11
12 13