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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLM
26
ClearBridge LLC (Maryland)
Maryland
$18.7M -$48.4K -1,280 -0.3%
Victory Capital Management
27
Victory Capital Management
Texas
$18.5M +$18.4M +486,541 +18,291%
BA
28
BlackRock Advisors
Delaware
$15.7M +$30.5K +807 +0.2%
Artisan Partners
29
Artisan Partners
Wisconsin
$13M +$13M +343,471 New
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$12.7M -$2.65M -69,920 -17%
Goldman Sachs
31
Goldman Sachs
New York
$12.6M +$9.46M +250,016 +298%
Ameriprise
32
Ameriprise
Minnesota
$12.5M +$691K +18,264 +6%
GIP
33
Granite Investment Partners
California
$12.4M -$4.81K -127 -0%
Principal Financial Group
34
Principal Financial Group
Iowa
$12.1M +$2.37M +62,599 +24%
Norges Bank
35
Norges Bank
Norway
$11.6M – – –
Geode Capital Management
36
Geode Capital Management
Massachusetts
$11.4M +$1.14M +30,230 +11%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$10.7M -$3.5M -92,460 -25%
American Century Companies
38
American Century Companies
Missouri
$9.83M +$3.83M +101,295 +64%
NFA
39
Nationwide Fund Advisors
Ohio
$9.6M -$1.09M -28,760 -10%
CAM
40
Cortina Asset Management
Wisconsin
$9.57M -$274K -7,234 -3%
TAM
41
Tiverton Asset Management
Delaware
$8.85M +$7.98M +210,855 +919%
TIM
42
Thornburg Investment Management
New Mexico
$8.74M – – –
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$8.69M +$8.69M +229,556 New
BIM
44
BlackRock Investment Management
Delaware
$7.74M +$179K +4,740 +2%
RA
45
Royce & Associates
New York
$7.65M +$1.14M +30,000 +17%
HighTower Advisors
46
HighTower Advisors
Illinois
$6.47M +$27.7K +731 +0.4%
OAM
47
Oberweis Asset Management
Illinois
$6.01M -$632K -16,700 -10%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$6M – – –
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$6M +$6M +158,411 New
Charles Schwab
50
Charles Schwab
California
$5.92M +$686K +18,124 +13%
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