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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 %
GH
351
GAM Holding
Switzerland
– -$226K -2,390 Closed
LCM
352
Laurion Capital Management
New York
– -$217K -2,300 Closed
CIBC Asset Management
353
CIBC Asset Management
Ontario, Canada
– -$214K -2,271 Closed
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
– -$210K -2,223 Closed
Qube Research & Technologies (QRT)
355
Qube Research & Technologies (QRT)
United Kingdom
– -$189K -2,000 Closed
SWP
356
Stratos Wealth Partners
Ohio
– -$62K -660 Closed
OIA
357
OneDigital Investment Advisors
Kansas
– -$61K -649 Closed
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
– -$55K -585 Closed
TCOV
359
Trust Company of Vermont
Vermont
– -$35K -375 Closed
PI
360
PineBridge Investments
New York
– -$21K -226 Closed
FHA
361
Flagship Harbor Advisors
Massachusetts
– -$14K -147 Closed
SWA
362
Sutton Wealth Advisors
Florida
– -$13.1K -139 Closed
SFM
363
Signet Financial Management
New Jersey
– -$11K -112 Closed
CPIG
364
Chicago Partners Investment Group
Illinois
– -$6K -67 Closed
Parallax Volatility Advisers
365
Parallax Volatility Advisers
California
– -$5K -58 Closed
APP
366
Avantax Planning Partners
Iowa
– -$5K -53 Closed
PFBT
367
Parkside Financial Bank & Trust
Missouri
– -$4K -40 Closed
WC
368
Whitney & Co
New York
– -$2K -19 Closed
PHK
369
Point72 Hong Kong
Hong Kong
– -$1K -15 Closed
CAG
370
Csenge Advisory Group
Florida
– -$1K -12 Closed
11 12 13 14
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