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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACH
26
ArrowMark Colorado Holdings
Colorado
$35.8M +$681K +11,425 +2%
Ameriprise
27
Ameriprise
Minnesota
$34.9M -$4.96M -83,161 -12%
WRF
28
Waddell & Reed Financial
Kansas
$34.8M -$3.75M -62,813 -10%
O
29
OppenheimerFunds
New York
$32M +$2.42M +40,568 +8%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$30.2M +$526K +8,813 +2%
Norges Bank
31
Norges Bank
Norway
$30M +$6.2M +103,987 +26%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$27.1M -$9.51M -159,348 -26%
UBS AM
33
UBS AM
Illinois
$26.5M +$24.4M +409,636 +1,172%
Charles Schwab
34
Charles Schwab
California
$23.3M +$171K +2,873 +0.7%
Deutsche Bank
35
Deutsche Bank
Germany
$22.9M +$3.71M +62,184 +19%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$22M -$3.56M -59,624 -14%
ClearBridge Investments
37
ClearBridge Investments
New York
$21.9M -$812K -13,618 -4%
Jennison Associates
38
Jennison Associates
New York
$19.6M +$224K +3,754 +1%
Bank of America
39
Bank of America
North Carolina
$18.3M -$1.7M -28,424 -8%
PCM
40
Peregrine Capital Management
Minnesota
$17.1M -$3.91M -65,473 -19%
Prudential Financial
41
Prudential Financial
New Jersey
$15.7M +$4.04M +67,778 +35%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$15.5M +$15.5M +259,102 New
Principal Financial Group
43
Principal Financial Group
Iowa
$14.4M -$2.36M -39,622 -14%
TCM
44
TimesSquare Capital Management
New York
$14.3M -$11.4M -190,945 -44%
Brown Advisory
45
Brown Advisory
Maryland
$13.2M -$12.3M -206,640 -48%
PMAM
46
Picton Mahoney Asset Management
Ontario, Canada
$12.6M -$2.4M -40,185 -16%
AAM
47
Aureus Asset Management
Massachusetts
$12.6M +$196K +3,287 +2%
Stifel Financial
48
Stifel Financial
Missouri
$11.5M +$3.27M +54,584 +40%
NCGI
49
Next Century Growth Investors
Minnesota
$11.5M +$1.44M +24,068 +14%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$11.4M -$22.9K -384 -0.2%
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