HQY icon

HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
276
Eudaimonia Partners
Tennessee
$33K +$33K +450 New
GRP
277
Global Retirement Partners
California
$32K +$367 +5 +1%
CG
278
Cutler Group
California
$29K -$108K -1,457 -79%
VFA
279
Valeo Financial Advisors
Indiana
$28K +$2.64K +36 +10%
LWA
280
Lenox Wealth Advisors
New York
$28K +$28K +375 New
GWM
281
Geneos Wealth Management
Colorado
$24K -$21.8K -300 -48%
TFS
282
TrustCore Financial Services
Tennessee
$20K – – –
RE
283
RBC Europe
United Kingdom
$18.1K – – –
CFGS
284
Concourse Financial Group Securities
Alabama
$16K +$3.69K +50 +30%
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$15K -$1.57M -21,517 -99%
CFFP
286
Center for Financial Planning
Michigan
$15K +$15K +200 New
CIA
287
CSat Investment Advisory
Michigan
$14K -$71.8K -949 -84%
1NWS
288
1 North Wealth Services
Maryland
$14K +$14K +185 New
PWMG
289
Prestige Wealth Management Group
New Jersey
$13K – – –
OPS
290
Orion Portfolio Solutions
Nebraska
$13K +$13K +175 New
SFS
291
Sowell Financial Services
Arkansas
$12K -$5.02K -69 -29%
IA
292
IFP Advisors
Florida
$11K +$2.7K +39 +33%
VAIA
293
Virtus Alternative Investment Advisers
Connecticut
$11K +$11K +144 New
EW
294
Evoke Wealth
California
$10.2K – – –
GEA
295
Glen Eagle Advisors
New Jersey
$9.26K – – –
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$8K -$7.21K -100 -47%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
FCM
298
Firestone Capital Management
Florida
$7K +$7K +100 New
TF
299
TimeScale Financial
Massachusetts
$7K +$7K +101 New
SIS
300
Sound Income Strategies
Florida
$6K -$600 -8 -9%
10 11
12
13 14