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HealthEquity
HQY

Overview Fund Activity

116 hedge funds and large institutions have $1.45B invested in HealthEquity in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
+28
Holders Change %
+31.82%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
47
Reduced
22
Closed
15
Calls
$1.48M
Puts
$276K
Net Calls
+$1.21M
Net Calls Change
+$1.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$71.6M
2
JHIU
2
Janus Henderson Investors US
Colorado
$76M
3
NCGI
3
Next Century Growth Investors
Minnesota
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$69.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$90.6M
2
WRBC
2
W.R. Berkley Corp
Connecticut
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$10.6M
4
Millennium Management
4
Millennium Management
New York
$801K
5
CC
5
Crosslink Capital
California
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
26
Russell Frank Company
Washington
$8.4M 262,189 +162,874 +164%
OAM
27
Oberweis Asset Management
Illinois
$7.84M 244,705 -6,860 -3%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$7.43M 231,911 +231,911 New
Geode Capital Management
29
Geode Capital Management
Massachusetts
$7.2M 224,718 +147,173 +190%
Principal Financial Group
30
Principal Financial Group
Iowa
$6.86M 214,058 +214,058 New
CC
31
Crosslink Capital
California
$6.41M 200,088 -141,875 -41%
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.34M 197,853 – –
Northern Trust
33
Northern Trust
Illinois
$5.82M 181,689 +65,719 +57%
Renaissance Technologies
34
Renaissance Technologies
New York
$5.79M 180,700 +91,900 +103%
GGHC
35
Gilder Gagnon Howe & Co
New York
$5.48M 170,861 -3,807 -2%
BIM
36
BlackRock Investment Management
Delaware
$5.1M 159,096 +121,568 +324%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$4.81M 150,000 +150,000 New
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$4.59M 143,090 -100 -0.1%
TCIM
39
TIAA CREF Investment Management
New York
$4M 124,668 +94,867 +318%
DCM
40
Driehaus Capital Management
Illinois
$3.96M 123,421 +123,421 New
Deutsche Bank
41
Deutsche Bank
Germany
$3.48M 108,635 +63,237 +139%
Charles Schwab
42
Charles Schwab
California
$3.45M 107,467 +85,074 +380%
AAM
43
Aureus Asset Management
Massachusetts
$3.15M 98,278 +9,617 +11%
Invesco
44
Invesco
Georgia
$2.93M 91,296 +91,296 New
Citadel Advisors
45
Citadel Advisors
Florida
$2.83M 88,401 -20,306 -19%
TI
46
Turner Investments
Pennsylvania
$2.67M 83,390 +14,810 +22%
Asset Management One
47
Asset Management One
Japan
$2.56M 79,908 +19,470 +32%
Prudential Financial
48
Prudential Financial
New Jersey
$2.43M 75,800 +75,800 New
PI
49
Putnam Investments
Massachusetts
$2.37M 73,892 -21,531 -23%
Comerica Bank
50
Comerica Bank
Texas
$2.2M 68,526 +68,526 New
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