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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 %
MCM
276
Manchester Capital Management
Vermont
$36K +$36K +489 New
NFG
277
Next Financial Group
Texas
$34K +$34K +462 New
NFH
278
NEXT Financial Holdings
Texas
$34K +$34K +462 New
GT
279
Glenmede Trust
Pennsylvania
$33.2K +$3.21K +43,369 +11%
RCAG
280
Rehmann Capital Advisory Group
Michigan
$32K -$1.04K -14 -3%
TRCT
281
Tower Research Capital (TRC)
New York
$31K +$31K +425 New
CT
282
Clearstead Trust
Maine
$26K +$26K +344 New
WAM
283
Wealthspire Advisors (Maryland)
Maryland
$24K -$1.19K -16 -5%
WTB
284
Washington Trust Bank
Washington
$20K – – –
Nisa Investment Advisors
285
Nisa Investment Advisors
Missouri
$20K – – –
WAP
286
Wealthcare Advisory Partners
Pennsylvania
$16K – – –
BFEC
287
Benjamin F. Edwards & Company
Missouri
$15K – – –
TFS
288
TrustCore Financial Services
Tennessee
$15K – – –
PWMG
289
Prestige Wealth Management Group
New Jersey
$13K -$722 -10 -5%
Walleye Capital
290
Walleye Capital
New York
$13K +$13K +180 New
PA
291
Parallel Advisors
California
$12K +$12K +159 New
PCP
292
Proficio Capital Partners
Massachusetts
$10K +$10K +138 New
Acadian Asset Management
293
Acadian Asset Management
Massachusetts
$8K -$451K -6,085 -98%
TFA
294
Toth Financial Advisory
Virginia
$7K +$7K +100 New
MNBTD
295
Moody National Bank Trust Division
Texas
$5K -$2.09K -28 -29%
RIM
296
Ranger Investment Management
Texas
$5K -$1.01K -15 -17%
TWA
297
TCI Wealth Advisors
Arizona
$5K – – –
CFGS
298
Concourse Financial Group Securities
Alabama
$5K – – –
IA
299
IFP Advisors
Florida
$4K -$12.7K -174 -76%
VCM
300
Versant Capital Management
Arizona
$4K -$6.56K -105 -62%
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