HQY icon

HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$105M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M
4
TCM
4
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
PC
3
PointState Capital
New York
$0
4
NCGI
4
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Cortina Asset Management
Wisconsin
$22.4M +$1.02M +20,542 +5%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$20.5M +$14.7M +295,895 +255%
Victory Capital Management
28
Victory Capital Management
Texas
$20.2M -$6.63M -132,970 -25%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$19.6M +$1.4M +28,169 +8%
Principal Financial Group
30
Principal Financial Group
Iowa
$19.3M +$2.16M +43,266 +13%
Norges Bank
31
Norges Bank
Norway
$19.2M -$5.12M -102,837 -21%
NCGI
32
Next Century Growth Investors
Minnesota
$18.8M -$13.7M -275,887 -42%
Ameriprise
33
Ameriprise
Minnesota
$18.7M +$754K +15,137 +4%
Artisan Partners
34
Artisan Partners
Wisconsin
$18.5M -$668K -13,399 -3%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$17M +$5.56M +111,602 +49%
KCM
36
Kornitzer Capital Management
Kansas
$15.1M -$2.72M -54,575 -15%
Franklin Resources
37
Franklin Resources
California
$15.1M -$10.4M -207,818 -41%
PMAM
38
Picton Mahoney Asset Management
Ontario, Canada
$14.2M -$364K -7,300 -2%
GIP
39
Granite Investment Partners
California
$13.7M +$327K +6,570 +2%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$13.5M -$2M -40,120 -13%
FAM
41
Fred Alger Management
New York
$13.2M +$3.08M +61,880 +30%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$13.1M +$3.94M +79,144 +43%
IGGA
43
Iron Gate Global Advisors
Utah
$11.6M +$11.6M +232,746 New
CWAM
44
Columbia Wanger Asset Management
Illinois
$10.6M +$703K +14,103 +7%
Two Sigma Investments
45
Two Sigma Investments
New York
$10.4M +$5.96M +119,521 +134%
Nuveen Asset Management
46
Nuveen Asset Management
Illinois
$10M +$2.54M +50,957 +34%
Charles Schwab
47
Charles Schwab
California
$9.88M +$889K +17,842 +10%
TCIM
48
TIAA CREF Investment Management
New York
$9.82M +$2.69M +54,025 +38%
TAM
49
Tiverton Asset Management
Delaware
$9.81M -$1.84M -37,011 -16%
NFA
50
Nationwide Fund Advisors
Ohio
$9.59M -$2.22M -44,471 -19%
1
2
3 4 5