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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 %
TWA
301
TCI Wealth Advisors
Arizona
$5K -$13.1K -160 -72%
FWM
302
FSA Wealth Management
Massachusetts
$5K +$5K +70 New
BCI
303
Brinker Capital Investments
Pennsylvania
$5K +$5K +71 New
SF
304
Synovus Financial
Georgia
$4K – – –
GAM
305
Gemmer Asset Management
California
$4K +$615 +8 +18%
FCA
306
FinTrust Capital Advisors
South Carolina
$4K +$615 +8 +18%
IFAM
307
Institutional & Family Asset Management
Colorado
$3K – – –
Bessemer Group
308
Bessemer Group
New Jersey
$3K +$3K +38 New
VCM
309
Versant Capital Management
Arizona
$2K – – –
HAM
310
Highstreet Asset Management
Ontario, Canada
$2K – – –
BAM
311
Bellevue Asset Management
Washington
$2K +$2K +22 New
BCA
312
Berman Capital Advisors
Georgia
$1K -$5.29K -74 -84%
PCG
313
Private Capital Group
Connecticut
$1K -$71 -1 -7%
SL
314
Savior LLC
Massachusetts
$1K +$1K +9 New
CCA
315
Column Capital Advisors
Indiana
$1K +$1K +17 New
HGWM
316
Harvest Group Wealth Management
Massachusetts
$1K +$1K +18 New
LPWM
317
Lake Point Wealth Management
Texas
$1K +$1K +20 New
Marshall Wace
318
Marshall Wace
United Kingdom
– -$9.88M -172,922 Closed
SSA
319
Schonfeld Strategic Advisors
New York
– -$4.26M -74,600 Closed
Squarepoint
320
Squarepoint
New York
– -$2.94M -51,478 Closed
Wellington Management Group
321
Wellington Management Group
Massachusetts
– -$2.45M -42,826 Closed
Jacobs Levy Equity Management
322
Jacobs Levy Equity Management
New Jersey
– -$2.1M -36,679 Closed
PMAM
323
Picton Mahoney Asset Management
Ontario, Canada
– -$1.48M -25,900 Closed
HCM
324
HMS Capital Management
Tennessee
– -$2.39M -25,293 Closed
Two Sigma Investments
325
Two Sigma Investments
New York
– -$1.4M -24,576 Closed
11 12
13
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