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HealthEquity
HQY

Overview Fund Activity

140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
60
Reduced
34
Closed
27
Calls
$2.24M
Puts
$1.41M
Net Calls
+$824K
Net Calls Change
+$368K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
KCM
3
Kornitzer Capital Management
Kansas
$17.8M
4
SIMG
4
Stephens Investment Management Group
Texas
$34.9M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$11.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51M
5
RFC
5
Russell Frank Company
Washington
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$10.8M +$202K +8,151 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$10.5M +$321K +13,018 +3%
Norges Bank
28
Norges Bank
Norway
$10.1M – – –
BA
29
BlackRock Advisors
Delaware
$9.85M -$66.2K -2,682 -0.7%
Ameriprise
30
Ameriprise
Minnesota
$8.4M +$630K +25,532 +8%
Luther King Capital Management (LKCM)
31
Luther King Capital Management (LKCM)
Texas
$7.66M +$7.66M +310,620 New
CAM
32
Cortina Asset Management
Wisconsin
$7.17M +$697K +28,267 +11%
NFA
33
Nationwide Fund Advisors
Ohio
$6.49M +$1.82M +73,751 +39%
Principal Financial Group
34
Principal Financial Group
Iowa
$6.16M +$292K +11,840 +5%
TIM
35
Thornburg Investment Management
New Mexico
$6.03M +$6.03M +244,434 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$4.82M +$4.45M +180,443 +1,205%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$4.51M -$9.45M -383,216 -68%
HighTower Advisors
38
HighTower Advisors
Illinois
$4.2M -$3.48K -141 -0.1%
BIM
39
BlackRock Investment Management
Delaware
$4.08M +$134K +5,424 +3%
American Century Companies
40
American Century Companies
Missouri
$3.91M +$56.3K +2,283 +1%
OAM
41
Oberweis Asset Management
Illinois
$3.9M -$28.4K -1,150 -0.7%
GGHC
42
Gilder Gagnon Howe & Co
New York
$3.73M -$1.2M -48,473 -24%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$3.7M +$625K +25,323 +20%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$3.6M -$184K -7,470 -5%
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.54M +$261K +10,576 +8%
UOC
46
UBS O'Connor
Illinois
$3.23M +$136K +5,504 +4%
Charles Schwab
47
Charles Schwab
California
$3.08M +$63.6K +2,579 +2%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$2.93M -$436K -17,673 -13%
TCIM
49
TIAA CREF Investment Management
New York
$2.87M +$2.02K +82 +0.1%
AHC
50
Anderson Hoagland & Co
Missouri
$2.79M +$2.79M +112,895 New
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