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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$40.8M +$3.64M +49,188 +10%
WRF
27
Waddell & Reed Financial
Kansas
$40.6M -$2.56M -34,575 -6%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$40.2M +$2.78M +37,552 +7%
Franklin Resources
29
Franklin Resources
California
$36.9M +$23.1M +312,198 +167%
SIMG
30
Stephens Investment Management Group
Texas
$36.5M -$9.5M -128,347 -21%
CTA
31
Carillon Tower Advisers
Florida
$34M -$21.7M -292,910 -39%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$32.5M -$12.3M -166,066 -27%
Charles Schwab
33
Charles Schwab
California
$32M +$3.03M +40,991 +10%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$31.9M +$4.65M +62,878 +17%
Jennison Associates
35
Jennison Associates
New York
$28.3M +$4.04M +54,564 +17%
UBS AM
36
UBS AM
Illinois
$26.1M -$6.83M -92,277 -21%
O
37
OppenheimerFunds
New York
$25.7M -$14M -189,804 -35%
ESCM
38
Echo Street Capital Management
New York
$24.8M +$24.8M +335,091 New
Bank of America
39
Bank of America
North Carolina
$22.8M +$131K +1,775 +0.6%
TCM
40
TimesSquare Capital Management
New York
$22.4M +$4.63M +62,550 +26%
Millennium Management
41
Millennium Management
New York
$22.2M +$9.7M +131,125 +77%
Brown Advisory
42
Brown Advisory
Maryland
$21.1M +$4.69M +63,377 +29%
SEI Investments
43
SEI Investments
Pennsylvania
$20.2M +$20.1M +271,411 +11,935%
GIM
44
Granahan Investment Management
Massachusetts
$19.9M +$19.9M +268,400 New
ClearBridge Investments
45
ClearBridge Investments
New York
$19.6M -$7.59M -102,632 -28%
AAM
46
Aureus Asset Management
Massachusetts
$18.5M +$2.87M +38,810 +18%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$17.9M -$1.25M -16,962 -7%
Principal Financial Group
48
Principal Financial Group
Iowa
$17.8M -$68.9K -931 -0.4%
ACM
49
Ashford Capital Management
Delaware
$17.5M +$6.65M +89,839 +61%
PCM
50
Peregrine Capital Management
Minnesota
$16.6M -$4.53M -61,245 -21%
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