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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 %
FQ
326
First Quadrant
California
– -$945K -16,533 Closed
UCFA
327
United Capital Financial Advisors
Texas
– -$838K -14,664 Closed
Man Group
328
Man Group
United Kingdom
– -$822K -14,385 Closed
CI
329
Cigna Investments
Connecticut
– -$796K -14,008 Closed
GCP
330
GSA Capital Partners
United Kingdom
– -$589K -10,303 Closed
CCB
331
Cutter & Co Brokerage
Missouri
– -$519K -9,090 Closed
PP
332
Paloma Partners
Connecticut
– -$437K -7,649 Closed
C
333
Cerebellum
California
– -$418K -7,318 Closed
DCM
334
Dupont Capital Management
Delaware
– -$406K -7,096 Closed
Simplex Trading
335
Simplex Trading
Illinois
– -$395K -6,917 Closed
Assenagon Asset Management
336
Assenagon Asset Management
Luxembourg
– -$263K -4,596 Closed
HCA
337
Harbour Capital Advisors
Virginia
– -$243K -4,260 Closed
NA
338
Navellier & Associates
Nevada
– -$241K -4,224 Closed
William Blair & Company
339
William Blair & Company
Illinois
– -$220K -3,858 Closed
LJAC
340
L.J. Altfest & Co
New York
– -$217K -3,795 Closed
SLF
341
Sun Life Financial
Ontario, Canada
– -$214K -3,738 Closed
CIP
342
Convergence Investment Partners
Florida
– -$188K -3,295 Closed
MWNA
343
Marshall Wace North America
New York
– -$120K -2,094 Closed
AF
344
Allworth Financial
California
– -$29K -500 Closed
1IA
345
1834 Investment Advisors
Wisconsin
– -$6K -100 Closed
Walleye Capital
346
Walleye Capital
New York
– -$6K -100 Closed
HS
347
Horan Securities
United States
– -$4K -75 Closed
BWA
348
BDO Wealth Advisors
Florida
– -$3K -60 Closed
GWAG
349
Garrett Wealth Advisory Group
Texas
– -$1.83K -32 Closed
PHK
350
Point72 Hong Kong
Hong Kong
– -$2K -32 Closed
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14
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