HQY icon

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 %
QCG
301
Quadrant Capital Group
Ohio
$2K – – –
FCA
302
FinTrust Capital Advisors
South Carolina
$2K +$2K +29 New
DWM
303
Doyle Wealth Management
Florida
$2K +$2K +35 New
GAM
304
Gemmer Asset Management
California
$2K +$2K +36 New
PCG
305
Private Capital Group
Connecticut
$1K -$1.11K -20 -53%
SWM
306
SeaCrest Wealth Management
New York
$1K +$1K +11 New
QT
307
Quantamental Technologies
New York
$1K +$1K +12 New
AAMU
308
Amundi Asset Management US
Massachusetts
$451 +$451 +7,562 New
Loomis, Sayles & Company
309
Loomis, Sayles & Company
Massachusetts
– -$52.5M -556,385 Closed
PCM
310
Penserra Capital Management
California
– -$17M -180,074 Closed
CCI
311
Columbus Circle Investors
– -$15M -158,886 Closed
CIP
312
Champlain Investment Partners
Vermont
– -$8.54M -90,500 Closed
TEE
313
Tibra Equities Europe
United Kingdom
– -$8.51M -90,153 Closed
BCM
314
Barometer Capital Management
Ontario, Canada
– -$8.17M -86,500 Closed
DCM
315
Driehaus Capital Management
Illinois
– -$5.65M -59,888 Closed
ARTA
316
A.R.T. Advisors
New York
– -$4.44M -46,976 Closed
LCG
317
Lisanti Capital Growth
New York
– -$3.82M -40,495 Closed
SEC
318
Seven Eight Capital
New York
– -$3.78M -40,000 Closed
EI
319
EAM Investors
California
– -$3.58M -37,956 Closed
HSBC Holdings
320
HSBC Holdings
United Kingdom
– -$2.8M -29,705 Closed
Wolverine Trading
321
Wolverine Trading
Illinois
– -$2.1M -22,252 Closed
Pacer Advisors
322
Pacer Advisors
Pennsylvania
– -$1.85M -19,608 Closed
LCM
323
Landscape Capital Management
New Jersey
– -$1.18M -12,543 Closed
AIM
324
Alambic Investment Management
California
– -$831K -8,803 Closed
IR
325
Invictus RG
Bermuda
– -$787K -8,337 Closed
11 12
13
14 15