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HealthEquity
HQY

Overview Fund Activity

88 hedge funds and large institutions have $928M invested in HealthEquity in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
19
Closed
5
Calls
$21K
Puts
$10K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$30.3M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.8M
4
Franklin Resources
4
Franklin Resources
California
$28.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$13.2M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$20.6M
2
FAM
2
Fred Alger Management
New York
$907K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
State Street
26
State Street
Massachusetts
$3.63M 145,754 +32,116 +28%
T. Rowe Price Associates
27
T. Rowe Price Associates
Maryland
$3.58M 143,190 +2,790 +2%
BIT
28
BlackRock Institutional Trust
California
$3.13M 125,242 +25,347 +25%
Northern Trust
29
Northern Trust
Illinois
$2.9M 115,970 +9,326 +9%
Citadel Advisors
30
Citadel Advisors
Florida
$2.72M 108,707 +108,707 New
RFC
31
Russell Frank Company
Washington
$2.48M 99,315 +51,405 +107%
BA
32
BlackRock Advisors
Delaware
$2.42M 96,906 +611 +0.6%
PI
33
Putnam Investments
Massachusetts
$2.39M 95,423 +95,423 New
Renaissance Technologies
34
Renaissance Technologies
New York
$2.22M 88,800 +88,800 New
AAM
35
Aureus Asset Management
Massachusetts
$2.22M 88,661 +88,661 New
DIA
36
Denver Investment Advisors
Colorado
$2.1M 83,840 +83,840 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$1.94M 77,545 +8,221 +12%
FWM
38
Frontier Wealth Management
Missouri
$1.81M 72,240 +72,240 New
TI
39
Turner Investments
Pennsylvania
$1.71M 68,580 -4,420 -6%
BHMP
40
Bardin Hill Management Partners
New York
$1.62M 65,000 – –
Asset Management One
41
Asset Management One
Japan
$1.51M 60,438 +60,438 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$1.4M 56,096 +4,353 +8%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.24M 49,700 -10,046 -17%
Deutsche Bank
44
Deutsche Bank
Germany
$1.13M 45,398 +18,815 +71%
NFA
45
Nationwide Fund Advisors
Ohio
$1.08M 42,998 -2,424 -5%
Eagle Capital Management (New York)
46
Eagle Capital Management (New York)
New York
$1M 40,000 – –
BIM
47
BlackRock Investment Management
Delaware
$938K 37,528 +406 +1%
FAM
48
Fred Alger Management
New York
$907K 36,300 -252,093 -87%
Goldman Sachs
49
Goldman Sachs
New York
$851K 34,050 +34,050 New
WMSA
50
Weiss Multi-Strategy Advisers
New York
$812K 32,500 +32,500 New
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