HQY icon

HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$36.4M +$3.95M +65,324 +12%
TCM
27
TimesSquare Capital Management
New York
$35.6M -$3.45M -56,980 -9%
PCM
28
Peregrine Capital Management
Minnesota
$35.4M -$10.5M -173,144 -23%
Artisan Partners
29
Artisan Partners
Wisconsin
$32.6M +$1.53M +25,218 +5%
CLM
30
ClearBridge LLC (Maryland)
Maryland
$29.7M -$398K -6,570 -1%
Brown Advisory
31
Brown Advisory
Maryland
$29.6M +$29.6M +488,161 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$28.4M +$584K +9,644 +2%
Principal Financial Group
33
Principal Financial Group
Iowa
$27M +$1.04M +17,193 +4%
O
34
OppenheimerFunds
New York
$26.3M +$2.05M +33,941 +8%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$25.4M +$5.5M +90,781 +28%
CIP
36
Champlain Investment Partners
Vermont
$25.2M +$25.2M +416,380 New
FAM
37
Fred Alger Management
New York
$18.6M -$182K -3,001 -1%
PMAM
38
Picton Mahoney Asset Management
Ontario, Canada
$18M -$66.6K -1,100 -0.4%
Franklin Resources
39
Franklin Resources
California
$16.7M -$2.33M -38,460 -12%
GIP
40
Granite Investment Partners
California
$15.8M -$395K -6,523 -2%
Charles Schwab
41
Charles Schwab
California
$15.2M +$679K +11,219 +5%
Norges Bank
42
Norges Bank
Norway
$15.1M +$1.03M +16,986 +7%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$15M -$10M -165,908 -40%
AAM
44
Aureus Asset Management
Massachusetts
$15M -$15.7K -260 -0.1%
Goldman Sachs
45
Goldman Sachs
New York
$14.5M +$255K +4,211 +2%
Stifel Financial
46
Stifel Financial
Missouri
$14.3M +$1.5M +24,801 +12%
KCM
47
Kornitzer Capital Management
Kansas
$13.8M -$3.12M -51,605 -18%
Wellington Management Group
48
Wellington Management Group
Massachusetts
$12.6M -$1.72M -28,368 -12%
NCGI
49
Next Century Growth Investors
Minnesota
$12.6M -$2.97M -49,095 -19%
IGGA
50
Iron Gate Global Advisors
Utah
$12.3M – – –
1
2
3 4 5