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HealthEquity
HQY

Overview Fund Activity

68 hedge funds and large institutions have $792M invested in HealthEquity in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.5M
2
BAMCO Inc
2
BAMCO Inc
New York
$44.4M
3
SIMG
3
Stephens Investment Management Group
Texas
$26.6M
4
Northern Trust
4
Northern Trust
Illinois
$2.71M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
TCM
2
Tygh Capital Management
Oregon
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
TI
5
Turner Investments
Pennsylvania
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$2.45M -$168K -6,620 -6%
PAM
27
Panagora Asset Management
Massachusetts
$2.12M +$881K +34,626 +71%
TI
28
Turner Investments
Pennsylvania
$1.86M -$1.52M -59,840 -45%
Federated Hermes
29
Federated Hermes
Pennsylvania
$1.86M -$50.9K -2,000 -3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$1.76M +$824K +32,377 +88%
BHMP
31
Bardin Hill Management Partners
New York
$1.65M -$254K -10,000 -13%
JHIU
32
Janus Henderson Investors US
Colorado
$1.55M -$91.2K -3,583 -6%
LCG
33
Lisanti Capital Growth
New York
$1.55M +$157K +6,184 +11%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.52M +$881K +34,646 +138%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.32M +$452K +17,754 +52%
WA
36
Wasatch Advisors
Utah
$1.29M -$891 -35 -0.1%
RFC
37
Russell Frank Company
Washington
$1.23M -$885K -34,551 -42%
NFA
38
Nationwide Fund Advisors
Ohio
$1.16M +$213K +8,379 +23%
CCI
39
Columbus Circle Investors
$1.09M +$1.09M +42,843 New
Eagle Capital Management (New York)
40
Eagle Capital Management (New York)
New York
$1.02M +$33.1K +1,300 +3%
BIM
41
BlackRock Investment Management
Delaware
$945K +$12.4K +486 +1%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$718K -$77K -3,024 -10%
ACM
43
Atika Capital Management
New York
$702K -$214K -8,400 -23%
Deutsche Bank
44
Deutsche Bank
Germany
$676K -$180K -7,079 -21%
Citigroup
45
Citigroup
New York
$654K +$623K +24,471 +2,004%
TCIM
46
TIAA CREF Investment Management
New York
$586K +$60.6K +2,381 +12%
COPPSERS
47
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$559K +$109K +4,300 +24%
Charles Schwab
48
Charles Schwab
California
$547K +$547K +21,465 New
CSS
49
Cubist Systematic Strategies
Connecticut
$505K +$99.2K +3,897 +24%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$493K +$2.11K +83 +0.4%
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