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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Artisan Partners
26
Artisan Partners
Wisconsin
$49.1M +$2.69M +36,373 +6%
HRCM
27
Hood River Capital Management
Florida
$47.6M +$16.8M +226,981 +55%
Brown Advisory
28
Brown Advisory
Maryland
$47.1M +$24.6M +331,724 +109%
Charles Schwab
29
Charles Schwab
California
$45.7M +$1.48M +19,929 +3%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$43.8M -$7.83M -105,672 -15%
WRF
31
Waddell & Reed Financial
Kansas
$43.5M -$171K -2,314 -0.4%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$42.1M -$3.92M -52,908 -9%
GT
33
Glenmede Trust
Pennsylvania
$40.8M -$4.82M -65,100 -11%
EAM
34
Eagle Asset Management
Florida
$40.5M -$201K -2,715 -0.5%
SEI Investments
35
SEI Investments
Pennsylvania
$38.8M +$2.3M +31,015 +6%
GIM
36
Granahan Investment Management
Massachusetts
$38M -$6.64M -89,596 -15%
CTA
37
Carillon Tower Advisers
Florida
$34.5M -$185K -2,500 -0.5%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$33.5M +$5.4M +72,937 +19%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$31.1M +$31.1M +420,069 New
ClearBridge Investments
40
ClearBridge Investments
New York
$30.3M +$6.72M +93,061 +28%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$28.4M -$2.63M -35,447 -8%
Goldman Sachs
42
Goldman Sachs
New York
$25.3M -$1.28M -17,294 -5%
Macquarie Group
43
Macquarie Group
Australia
$24.1M +$1.43M +19,319 +6%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$23.3M +$415K +5,609 +2%
ACM
45
Ashford Capital Management
Delaware
$23.3M +$156K +2,100 +0.7%
Principal Financial Group
46
Principal Financial Group
Iowa
$23M -$38.9K -525 -0.2%
Bank of America
47
Bank of America
North Carolina
$22.8M -$3.03M -40,842 -12%
RJA
48
Raymond James & Associates
Florida
$21.8M +$10.8M +145,506 +98%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$20.7M +$884K +11,930 +4%
CRCP
50
Copper Rock Capital Partners
Massachusetts
$20.3M +$4.3K +58 +0%
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