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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$18.9M 467,057 +137,238 +42%
CLM
27
ClearBridge LLC (Maryland)
Maryland
$18.6M 458,434 -35,470 -7%
CAM
28
Cortina Asset Management
Wisconsin
$18M 445,193 +192,389 +76%
Artisan Partners
29
Artisan Partners
Wisconsin
$16.5M 406,121 +62,650 +18%
Norges Bank
30
Norges Bank
Norway
$14.2M 350,528 +30,000 +9%
PC
31
PointState Capital
New York
$14.2M 350,000 +350,000 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$13.8M 340,214 +38,168 +13%
CIBC Private Wealth Group
33
CIBC Private Wealth Group
Georgia
$13.6M 335,475 -570 -0.2%
Principal Financial Group
34
Principal Financial Group
Iowa
$13.2M 325,057 +4,420 +1%
KCM
35
Kornitzer Capital Management
Kansas
$12.8M 316,880 -201,735 -39%
GIP
36
Granite Investment Partners
California
$12.8M 315,844 -10,722 -3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$11.1M 272,959 +43,403 +19%
Millennium Management
38
Millennium Management
New York
$10.8M 265,702 +256,096 +2,666%
BA
39
BlackRock Advisors
Delaware
$10.7M 263,816 -150,087 -36%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$10.5M 259,868 +259,868 New
TAM
41
Tiverton Asset Management
Delaware
$9.47M 233,800 – –
BIM
42
BlackRock Investment Management
Delaware
$9.47M 233,595 +29,068 +14%
American Century Companies
43
American Century Companies
Missouri
$9.45M 233,259 -26,370 -10%
Deutsche Bank
44
Deutsche Bank
Germany
$8.52M 210,376 +66,669 +46%
PMAM
45
Picton Mahoney Asset Management
Ontario, Canada
$8.01M 197,558 +197,558 New
Goldman Sachs
46
Goldman Sachs
New York
$7.37M 181,875 -151,914 -46%
AAM
47
Aureus Asset Management
Massachusetts
$6.96M 171,863 +60,330 +54%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$6.95M 171,561 +31,887 +23%
HighTower Advisors
49
HighTower Advisors
Illinois
$6.92M 170,794 -5 -0%
Charles Schwab
50
Charles Schwab
California
$6.69M 165,060 +8,615 +6%
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