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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 %
ECM
276
Engle Capital Management
Connecticut
– -$2.19M -47,000 Closed
MWNA
277
Marshall Wace North America
New York
– -$1.83M -39,231 Closed
Eagle Capital Management (New York)
278
Eagle Capital Management (New York)
New York
– -$1.61M -34,500 Closed
CIA
279
Capital Impact Advisors
Massachusetts
– -$1.49M -31,827 Closed
Robeco Institutional Asset Management
280
Robeco Institutional Asset Management
Netherlands
– -$1.03M -21,995 Closed
Millennium Management
281
Millennium Management
New York
– -$520K -11,149 Closed
Holocene Advisors
282
Holocene Advisors
New York
– -$435K -9,314 Closed
AFG
283
Albion Financial Group
Utah
– -$425K -9,111 Closed
Parallax Volatility Advisers
284
Parallax Volatility Advisers
California
– -$355K -7,602 Closed
IFWM
285
Institute for Wealth Management
Colorado
– -$315K -6,775 Closed
LCM
286
Laurion Capital Management
New York
– -$280K -6,011 Closed
TSS
287
Two Sigma Securities
New York
– -$208K -4,457 Closed
II
288
Inspire Investing
Idaho
– -$95K -2,031 Closed
AIM
289
Arcadia Investment Management
Michigan
– -$53K -1,131 Closed
MSFP
290
Mark Sheptoff Financial Planning
Connecticut
– -$33K -700 Closed
Group One Trading
291
Group One Trading
Illinois
– -$28K -600 Closed
APA
292
American Portfolios Advisors
New York
– -$4.67K -100 Closed
STA
293
Summit Trail Advisors
New York
– -$1K -17 Closed
AssetMark Inc
294
AssetMark Inc
California
– -$1K -16 Closed
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