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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
26
Victory Capital Management
Texas
$24.1M +$3.64M +71,901 +18%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$23.9M +$3.97M +78,429 +20%
Artisan Partners
28
Artisan Partners
Wisconsin
$23.5M +$4.73M +93,435 +25%
FAM
29
Fred Alger Management
New York
$23.3M +$9.89M +195,576 +74%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$22.9M -$1.78M -35,130 -7%
Principal Financial Group
31
Principal Financial Group
Iowa
$22.1M +$2.57M +50,766 +13%
Ameriprise
32
Ameriprise
Minnesota
$21.6M +$2.63M +51,992 +14%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$20.6M -$219K -4,326 -1%
O
34
OppenheimerFunds
New York
$19.9M -$4.78M -94,455 -19%
Goldman Sachs
35
Goldman Sachs
New York
$18.7M +$12M +238,055 +181%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$16.7M -$553K -10,931 -3%
Renaissance Technologies
37
Renaissance Technologies
New York
$16.4M +$11.5M +227,400 +234%
Franklin Resources
38
Franklin Resources
California
$16M +$702K +13,888 +5%
Deutsche Bank
39
Deutsche Bank
Germany
$15.4M +$7.67M +151,605 +99%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$15M +$1.3M +25,647 +9%
GIP
41
Granite Investment Partners
California
$14.8M +$890K +17,594 +6%
PMAM
42
Picton Mahoney Asset Management
Ontario, Canada
$14.7M +$243K +4,800 +2%
NCGI
43
Next Century Growth Investors
Minnesota
$14.1M -$5.01M -98,958 -26%
KCM
44
Kornitzer Capital Management
Kansas
$13.9M -$1.46M -28,840 -10%
NFA
45
Nationwide Fund Advisors
Ohio
$13.7M +$3.93M +77,630 +40%
Norges Bank
46
Norges Bank
Norway
$12.5M -$6.93M -137,014 -36%
IGGA
47
Iron Gate Global Advisors
Utah
$12M +$227K +4,493 +2%
Bank of America
48
Bank of America
North Carolina
$11.8M +$5.13M +101,399 +77%
CM
49
Castleark Management
Illinois
$11.4M +$11.4M +225,984 New
Charles Schwab
50
Charles Schwab
California
$11.4M +$1.37M +27,073 +14%
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