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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
Artisan Partners
26
Artisan Partners
Wisconsin
$23.9M +$2.26M +48,336 +10%
CLM
27
ClearBridge LLC (Maryland)
Maryland
$23.2M -$1.72M -36,960 -7%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$21.5M -$567K -12,158 -3%
Principal Financial Group
29
Principal Financial Group
Iowa
$20M -$454K -9,739 -2%
Lord, Abbett & Co
30
Lord, Abbett & Co
New Jersey
$19.3M -$1.75M -37,610 -8%
Ameriprise
31
Ameriprise
Minnesota
$19.3M -$644K -13,812 -3%
O
32
OppenheimerFunds
New York
$18.7M +$309K +6,614 +2%
CS
33
Credit Suisse
Switzerland
$18.3M +$15.3M +327,010 +496%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$15.4M +$10.2K +219 +0.1%
Franklin Resources
35
Franklin Resources
California
$14.6M -$144K -3,078 -1%
FAM
36
Fred Alger Management
New York
$14.5M -$7.06M -151,247 -33%
PMAM
37
Picton Mahoney Asset Management
Ontario, Canada
$13.9M +$383K +8,200 +3%
CWAM
38
Columbia Wanger Asset Management
Illinois
$13.5M +$4.35M +93,294 +48%
KCM
39
Kornitzer Capital Management
Kansas
$13M +$226K +4,834 +2%
GIP
40
Granite Investment Partners
California
$12.5M -$1.14M -24,469 -8%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$12.4M -$1.37M -29,288 -10%
NCGI
42
Next Century Growth Investors
Minnesota
$12M -$1.05M -22,437 -8%
AAM
43
Aureus Asset Management
Massachusetts
$11.6M +$3.23M +69,120 +39%
Charles Schwab
44
Charles Schwab
California
$11.2M +$636K +13,635 +6%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$11M -$7.98M -170,962 -42%
Goldman Sachs
46
Goldman Sachs
New York
$10.9M -$6.3M -134,984 -37%
Norges Bank
47
Norges Bank
Norway
$10.9M -$695K -14,896 -6%
Stifel Financial
48
Stifel Financial
Missouri
$9.88M -$261K -5,569 -3%
IGGA
49
Iron Gate Global Advisors
Utah
$9.44M -$1.63M -34,847 -15%
RSCM
50
Rock Springs Capital Management
Maryland
$9.1M +$1.4M +30,000 +18%
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