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HealthEquity
HQY

Overview Fund Activity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M
2
Invesco
2
Invesco
Georgia
$62.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$30.6M
5
GIP
5
Granite Investment Partners
California
$9.93M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$20.6M
2
Millennium Management
2
Millennium Management
New York
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
BAMCO Inc
4
BAMCO Inc
New York
$42.5M
5
CC
5
Crosslink Capital
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
BlackRock Advisors
Delaware
$12.6M +$421K +13,847 +3%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$12.3M -$1.88M -61,729 -13%
Luther King Capital Management (LKCM)
28
Luther King Capital Management (LKCM)
Texas
$11.4M +$1.99M +65,510 +21%
GIP
29
Granite Investment Partners
California
$9.93M +$9.93M +326,693 New
Norges Bank
30
Norges Bank
Norway
$9.74M -$2.72M -89,423 -22%
Ameriprise
31
Ameriprise
Minnesota
$9.47M -$877K -28,866 -8%
CC
32
Crosslink Capital
California
$8.91M -$7.32M -240,940 -45%
NFA
33
Nationwide Fund Advisors
Ohio
$8.58M +$592K +19,490 +7%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$8.26M +$447K +14,707 +6%
CAM
35
Cortina Asset Management
Wisconsin
$7.9M -$925K -30,435 -10%
Principal Financial Group
36
Principal Financial Group
Iowa
$7.84M +$248K +8,173 +3%
HRCM
37
Hood River Capital Management
Florida
$7.74M +$4.82M +158,650 +165%
TIM
38
Thornburg Investment Management
New Mexico
$7.02M -$408K -13,436 -5%
Marshall Wace
39
Marshall Wace
United Kingdom
$6.66M +$6.66M +219,223 New
BIM
40
BlackRock Investment Management
Delaware
$6.07M +$1.05M +34,564 +21%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$5.98M +$42.5K +1,400 +0.7%
OAM
42
Oberweis Asset Management
Illinois
$5.33M +$526K +17,300 +11%
RA
43
Royce & Associates
New York
$5.23M +$5.23M +172,000 New
HighTower Advisors
44
HighTower Advisors
Illinois
$5.17M – – –
Ohio Public Employees Retirement System (OPERS)
45
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.82M +$456K +15,000 +10%
American Century Companies
46
American Century Companies
Missouri
$4.81M -$3.01K -99 -0.1%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$4.7M -$855K -28,143 -15%
Macquarie Group
48
Macquarie Group
Australia
$4.62M +$4.62M +151,988 New
GGHC
49
Gilder Gagnon Howe & Co
New York
$4.54M -$58.4K -1,923 -1%
Charles Schwab
50
Charles Schwab
California
$4.2M +$410K +13,498 +11%
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