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HealthEquity
HQY

Overview Fund Activity

144 hedge funds and large institutions have $1.23B invested in HealthEquity in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
58
Reduced
38
Closed
16
Calls
$2.75M
Puts
$2.29M
Net Calls
+$456K
Net Calls Change
-$1.96M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$81.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$16.9M
3
Norges Bank
3
Norges Bank
Norway
$10.3M
4
CC
4
Crosslink Capital
California
$12.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Franklin Resources
3
Franklin Resources
California
$17.5M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$22.8M
5
ACPU
5
Arrowgrass Capital Partners (US)
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$10.3M 411,987 +10,890 +3%
Norges Bank
27
Norges Bank
Norway
$10.3M 409,951 +315,094 +332%
BA
28
BlackRock Advisors
Delaware
$10.1M 401,931 -8,697 -2%
Ameriprise
29
Ameriprise
Minnesota
$7.89M 314,889 -63,261 -17%
CAM
30
Cortina Asset Management
Wisconsin
$6.57M 262,206 -20,232 -7%
RFC
31
Russell Frank Company
Washington
$5.98M 229,025 +39,790 +21%
Principal Financial Group
32
Principal Financial Group
Iowa
$5.97M 238,025 +20,169 +9%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$5.8M 231,250 +3,440 +2%
GGHC
34
Gilder Gagnon Howe & Co
New York
$5.01M 199,756 -3,868 -2%
NFA
35
Nationwide Fund Advisors
Ohio
$4.74M 189,110 +61,387 +48%
WRF
36
Waddell & Reed Financial
Kansas
$4.54M 181,119 +181,119 New
HighTower Advisors
37
HighTower Advisors
Illinois
$4.27M 170,209 -119,859 -41%
BIM
38
BlackRock Investment Management
Delaware
$4.01M 159,799 +916 +0.6%
OAM
39
Oberweis Asset Management
Illinois
$3.99M 159,225 -4,240 -3%
American Century Companies
40
American Century Companies
Missouri
$3.92M 156,150 +156,150 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$3.85M 153,480 +6,790 +5%
Millennium Management
42
Millennium Management
New York
$3.55M 141,632 +141,632 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$3.42M 136,526 -86,712 -39%
Ohio Public Employees Retirement System (OPERS)
44
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.34M 133,053 – –
UOC
45
UBS O'Connor
Illinois
$3.15M 125,484 -236,945 -65%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$3.13M 124,783 +78,128 +167%
Charles Schwab
47
Charles Schwab
California
$3.07M 122,244 +7,930 +7%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$3.03M 120,870 +54,207 +81%
ACMM
49
Arbor Capital Management (Minnesota)
Minnesota
$3.01M 120,040 +21,720 +22%
TCIM
50
TIAA CREF Investment Management
New York
$2.91M 116,064 -5,581 -5%
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