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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
Jackson Square Partners
California
$177M
2
BlackRock
BlackRock
New York
$475M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$76M
5
Citadel Advisors
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$47M
5
Ameriprise
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$32.7M +$31.5M +481,609 +2,711%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$32.6M -$155M -2,372,462 -83%
Victory Capital Management
28
Victory Capital Management
Texas
$32.3M -$13.9M -211,970 -30%
PCM
29
Peregrine Capital Management
Minnesota
$31.9M +$17.2M +263,014 +117%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$31.5M +$2.77M +42,285 +10%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$31.1M +$29.5M +450,402 +1,746%
Ameriprise
32
Ameriprise
Minnesota
$31M -$24.9M -380,903 -45%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$30.6M +$30.6M +467,127 New
GIM
34
Granahan Investment Management
Massachusetts
$30.4M +$12.8M +196,322 +73%
SIMG
35
Stephens Investment Management Group
Texas
$30.1M -$2.17M -33,246 -7%
Charles Schwab
36
Charles Schwab
California
$30M +$1.75M +26,773 +6%
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$29.6M +$1.46M +22,364 +5%
SEI Investments
38
SEI Investments
Pennsylvania
$27.6M +$9.67M +147,880 +54%
ESCM
39
Echo Street Capital Management
New York
$27.1M +$5.15M +78,744 +23%
Artisan Partners
40
Artisan Partners
Wisconsin
$26.1M -$15.4M -235,695 -37%
Two Sigma Investments
41
Two Sigma Investments
New York
$26.1M +$24.1M +368,550 +1,224%
CTA
42
Carillon Tower Advisers
Florida
$25.6M -$4.42M -67,531 -15%
Millennium Management
43
Millennium Management
New York
$22.3M +$2.62M +40,004 +13%
Jennison Associates
44
Jennison Associates
New York
$21.4M -$3.62M -55,422 -14%
Deutsche Bank
45
Deutsche Bank
Germany
$21.1M +$19.5M +298,719 +1,246%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$20.3M +$4.44M +67,952 +28%
ClearBridge Investments
47
ClearBridge Investments
New York
$19.3M +$1.95M +29,849 +11%
Brown Advisory
48
Brown Advisory
Maryland
$18.9M +$262K +4,003 +1%
TCM
49
TimesSquare Capital Management
New York
$18.9M -$903K -13,800 -5%
LCM
50
Lucha Capital Management
California
$18.6M +$18.6M +284,843 New
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