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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 %
CCIA
326
Campbell & Co Investment Adviser
Maryland
– -$773K -8,190 Closed
GCP
327
GSA Capital Partners
United Kingdom
– -$708K -7,504 Closed
UH
328
Unigestion Holding
Switzerland
– -$683K -7,234 Closed
GP
329
Geneva Partners
Wisconsin
– -$665K -7,040 Closed
Teacher Retirement System of Texas
330
Teacher Retirement System of Texas
Texas
– -$618K -6,541 Closed
SSWM
331
Sheets Smith Wealth Management
North Carolina
– -$613K -6,493 Closed
PAG
332
Private Advisory Group
Washington
– -$458K -5,296 Closed
HH
333
Hilltop Holdings
Texas
– -$495K -5,239 Closed
KeyBank National Association
334
KeyBank National Association
Ohio
– -$459K -4,864 Closed
SS
335
Simplicity Solutions
Minnesota
– -$448K -4,738 Closed
FIM
336
Freedom Investment Management
Connecticut
– -$446K -4,717 Closed
TRCT
337
Tower Research Capital (TRC)
New York
– -$441K -4,670 Closed
RHBC
338
R.H. Bluestein & Co
Michigan
– -$434K -4,600 Closed
Commonwealth Equity Services
339
Commonwealth Equity Services
Massachusetts
– -$419K -4,441 Closed
CANY
340
Caxton Associates (New York)
New York
– -$357K -3,784 Closed
UAS
341
United Asset Strategies
New York
– -$335K -3,550 Closed
HCA
342
Harbour Capital Advisors
Virginia
– -$319K -3,380 Closed
DADC
343
D.A. Davidson & Co
Montana
– -$293K -3,105 Closed
TC
344
Telemus Capital
Michigan
– -$283K -3,000 Closed
HFM
345
Harvest Fund Management
China
– -$273K -2,895 Closed
FMT
346
First Mercantile Trust
Tennessee
– -$263K -2,791 Closed
SCI
347
S&CO Inc
Massachusetts
– -$256K -2,710 Closed
WAM
348
World Asset Management
Michigan
– -$255K -2,699 Closed
GIM
349
Granahan Investment Management
Massachusetts
– -$244K -2,580 Closed
JIP
350
Jaffetilchin Investment Partners
Florida
– -$235K -2,489 Closed
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