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HealthEquity
HQY

Overview Fund Activity

130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
34
Closed
12
Calls
$3.76M
Puts
$1.35M
Net Calls
+$2.42M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Invesco
2
Invesco
Georgia
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$73.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.57M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$354M
2
NPGCU
2
Napier Park Global Capital (US)
New York
$49.5M
3
Franklin Resources
3
Franklin Resources
California
$30.1M
4
SIMG
4
Stephens Investment Management Group
Texas
$23.5M
5
CAM
5
Cortina Asset Management
Wisconsin
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$10.3M 347,675 +10,900 +3%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$9.93M 336,079 +4,165 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.57M 290,068 +290,068 New
CAM
29
Cortina Asset Management
Wisconsin
$8.35M 282,438 -139,654 -33%
Marshall Wace
30
Marshall Wace
United Kingdom
$8.21M 277,898 +277,898 New
Geode Capital Management
31
Geode Capital Management
Massachusetts
$6.73M 227,810 +3,092 +1%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$6.6M 223,238 -8,673 -4%
Principal Financial Group
33
Principal Financial Group
Iowa
$6.44M 217,856 +3,798 +2%
ACPU
34
Arrowgrass Capital Partners (US)
Delaware
$6.14M 207,744 +207,744 New
GGHC
35
Gilder Gagnon Howe & Co
New York
$6.02M 203,624 +32,763 +19%
RFC
36
Russell Frank Company
Washington
$5.59M 189,235 -72,954 -28%
CC
37
Crosslink Capital
California
$5.55M 187,643 -12,445 -6%
OAM
38
Oberweis Asset Management
Illinois
$4.83M 163,465 -81,240 -33%
BIM
39
BlackRock Investment Management
Delaware
$4.7M 158,883 -213 -0.1%
T. Rowe Price Associates
40
T. Rowe Price Associates
Maryland
$4.34M 146,690 +3,600 +3%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.93M 133,053 -64,800 -33%
DCM
42
Driehaus Capital Management
Illinois
$3.88M 131,352 +7,931 +6%
NFA
43
Nationwide Fund Advisors
Ohio
$3.77M 127,723 +63,444 +99%
TCIM
44
TIAA CREF Investment Management
New York
$3.6M 121,645 -3,023 -2%
Charles Schwab
45
Charles Schwab
California
$3.38M 114,314 +6,847 +6%
Citadel Advisors
46
Citadel Advisors
Florida
$2.92M 98,851 +10,450 +12%
ACMM
47
Arbor Capital Management (Minnesota)
Minnesota
$2.91M 98,320 +98,320 New
Norges Bank
48
Norges Bank
Norway
$2.8M 94,857 +94,857 New
AAM
49
Aureus Asset Management
Massachusetts
$2.7M 91,340 -6,938 -7%
Renaissance Technologies
50
Renaissance Technologies
New York
$2.66M 89,900 -90,800 -50%
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