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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 %
Lord, Abbett & Co
326
Lord, Abbett & Co
New Jersey
– -$27.1M -453,506 Closed
RI
327
Redwood Investments
Massachusetts
– -$7.6M -127,406 Closed
Axa
328
Axa
France
– -$7.39M -123,921 Closed
NIP
329
Nicholas Investment Partners
California
– -$6.63M -111,189 Closed
TIM
330
Thornburg Investment Management
New Mexico
– -$6.27M -105,125 Closed
AII
331
AGF Investments Inc
Ontario, Canada
– -$5.97M -100,000 Closed
Nuveen Asset Management
332
Nuveen Asset Management
Illinois
– -$5.13M -85,985 Closed
Canada Pension Plan Investment Board
333
Canada Pension Plan Investment Board
Ontario, Canada
– -$4.19M -70,200 Closed
BCM
334
Bluefin Capital Management
New York
– -$4.05M -67,819 Closed
SSA
335
Schonfeld Strategic Advisors
New York
– -$2.6M -43,500 Closed
1832 Asset Management
336
1832 Asset Management
Ontario, Canada
– -$2.18M -36,600 Closed
Nomura Asset Management
337
Nomura Asset Management
Japan
– -$1.61M -26,900 Closed
CM
338
Caption Management
Oklahoma
– -$1.19M -20,000 Closed
Wellington Management Group
339
Wellington Management Group
Massachusetts
– -$1.05M -17,641 Closed
SBH
340
Segall Bryant & Hamill
Illinois
– -$873K -14,639 Closed
DBG
341
De Burlo Group
Massachusetts
– -$790K -13,250 Closed
WAM
342
Wolverine Asset Management
Illinois
– -$788K -13,227 Closed
OC
343
Oppenheimer & Co
New York
– -$762K -12,771 Closed
Tudor Investment Corp
344
Tudor Investment Corp
Connecticut
– -$442K -7,417 Closed
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
– -$422K -7,252 Closed
CI
346
Cigna Investments
Connecticut
– -$402K -6,746 Closed
CPC
347
Cookson Peirce & Co
Pennsylvania
– -$400K -6,700 Closed
Calamos Advisors
348
Calamos Advisors
Illinois
– -$388K -6,500 Closed
SCM
349
Stevens Capital Management
Pennsylvania
– -$354K -5,943 Closed
DCM
350
Dupont Capital Management
Delaware
– -$294K -4,931 Closed
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