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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 %
CAW
301
Cornerstone Advisors (Washington)
Washington
$4K -$3.17K -38 -44%
SF
302
Synovus Financial
Georgia
$4K – – –
OWA
303
One Wealth Advisors
California
$4K +$4K +54 New
BWA
304
BDO Wealth Advisors
Florida
$4K +$4K +60 New
SCM
305
Shelton Capital Management
Colorado
$3.85K -$48.2K -3,561 -93%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$3.77K – – –
GEA
307
Glen Eagle Advisors
New Jersey
$3.7K – – –
QCG
308
Quadrant Capital Group
Ohio
$3K – – –
GAM
309
Gemmer Asset Management
California
$3K – – –
IFAM
310
Institutional & Family Asset Management
Colorado
$3K – – –
CHP
311
Cable Hill Partners
Oregon
$3K – – –
PFO
312
Pathstone Family Office
New Jersey
$3K +$3K +38 New
WAM
313
Wakefield Asset Management
Colorado
$2K -$514K -5,916 -100%
FCA
314
FinTrust Capital Advisors
South Carolina
$2K -$320 -4 -14%
HAM
315
Highstreet Asset Management
Ontario, Canada
$2K – – –
BCA
316
Berman Capital Advisors
Georgia
$2K +$1.1K +17 +121%
WEC
317
Winslow Evans & Crocker
Massachusetts
$2K +$2K +18 New
AIA
318
Alera Investment Advisors
Illinois
$2K +$2K +24 New
HS
319
Horan Securities
United States
$2K +$2K +30 New
WCM
320
Whitener Capital Management
North Carolina
$2K +$2K +33 New
SWM
321
SeaCrest Wealth Management
New York
$1K – – –
PCG
322
Private Capital Group
Connecticut
$1K – – –
PHK
323
Point72 Hong Kong
Hong Kong
$1K +$1K +9 New
LPWM
324
Lake Point Wealth Management
Texas
$1K +$1K +20 New
ED
325
Exane Derivatives
France
$74 -$16.1K -217 -100%
11 12
13
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