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HealthEquity
HQY

Overview Fund Activity

68 hedge funds and large institutions have $792M invested in HealthEquity in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.5M
2
BAMCO Inc
2
BAMCO Inc
New York
$44.4M
3
SIMG
3
Stephens Investment Management Group
Texas
$26.6M
4
Northern Trust
4
Northern Trust
Illinois
$2.71M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
TCM
2
Tygh Capital Management
Oregon
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
TI
5
Turner Investments
Pennsylvania
$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
51
GSA Capital Partners
United Kingdom
$364K +$364K +14,300 New
TA
52
Teachers Advisors
New York
$361K +$112K +4,413 +45%
Swiss National Bank
53
Swiss National Bank
Switzerland
$356K +$356K +14,000 New
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$226K -$150K -5,899 -40%
AIG
55
American International Group
New York
$167K +$167K +6,580 New
MAA
56
Managed Account Advisors
New Jersey
$155K -$7.67K -301 -5%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$128K +$915 +36 +0.7%
AllianceBernstein
58
AllianceBernstein
Tennessee
$102K +$102K +4,000 New
UBS Group
59
UBS Group
Switzerland
$63K +$63K +2,492 New
Group One Trading
60
Group One Trading
Illinois
$53K +$53K +2,070 New
BJ
61
BlackRock Japan
Japan
$27K +$20K +774 +285%
Barclays
62
Barclays
United Kingdom
$21K +$21K +850 New
Teacher Retirement System of Texas
63
Teacher Retirement System of Texas
Texas
$13K +$13K +497 New
Bank of America
64
Bank of America
North Carolina
$13K +$13K +500 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$11K +$11K +459 New
TRCT
66
Tower Research Capital (TRC)
New York
$5K +$5K +216 New
WRM
67
Westport Resources Management
Connecticut
$3K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$189 +$189 +7,459 New
TCM
69
TimesSquare Capital Management
New York
– -$4M -218,700 Closed
TCM
70
Tygh Capital Management
Oregon
– -$3.48M -189,840 Closed
Fidelity Investments
71
Fidelity Investments
Massachusetts
– -$1.58M -86,000 Closed
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.2M -65,364 Closed
BG
73
BlackRock Group
United Kingdom
– -$835K -45,658 Closed
GPGA
74
Grandeur Peak Global Advisors
Utah
– -$641K -35,000 Closed
RIM
75
Rainier Investment Management
Washington
– -$458K -25,000 Closed
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