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HealthEquity
HQY

Overview Fund Activity

88 hedge funds and large institutions have $928M invested in HealthEquity in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
19
Closed
5
Calls
$21K
Puts
$10K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$30.3M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.8M
4
Franklin Resources
4
Franklin Resources
California
$28.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$13.2M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$20.6M
2
FAM
2
Fred Alger Management
New York
$907K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
CSS
51
Cubist Systematic Strategies
Connecticut
$784K 31,366 +11,528 +58%
Alyeska Investment Group
52
Alyeska Investment Group
Illinois
$771K 30,869 -80,150 -72%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$766K 30,648 +30,648 New
TCIM
54
TIAA CREF Investment Management
New York
$745K 29,801 +6,787 +29%
Citigroup
55
Citigroup
New York
$736K 29,449 +3,757 +15%
CCI
56
Columbus Circle Investors
$734K 29,357 -13,486 -31%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$705K 28,212 – –
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$700K 28,023 +27,526 +5,538%
TC
59
TFS Capital
Pennsylvania
$671K 26,842 +26,842 New
ACM
60
Atika Capital Management
New York
$640K 25,600 -2,000 -7%
PP
61
PDT Partners
New York
$638K 25,550 +25,550 New
DC
62
Deere & Company
Illinois
$603K 24,125 +24,125 New
Charles Schwab
63
Charles Schwab
California
$560K 22,393 +928 +4%
TI
64
Trexquant Investment
Connecticut
$541K 21,664 +21,664 New
GCP
65
GSA Capital Partners
United Kingdom
$490K 19,600 +5,300 +37%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$477K 19,083 -300 -2%
Swiss National Bank
67
Swiss National Bank
Switzerland
$477K 19,100 +5,100 +36%
TA
68
Teachers Advisors
New York
$354K 14,168 – –
AllianceBernstein
69
AllianceBernstein
Tennessee
$342K 13,700 +9,700 +243%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$325K 13,020 +13,020 New
SIM
71
Sentry Investment Management
Wisconsin
$250K 10,000 +10,000 New
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$244K 9,760 +9,760 New
UBS Group
73
UBS Group
Switzerland
$220K 8,819 +6,327 +254%
MWM
74
Modera Wealth Management
New Jersey
$215K 8,601 +8,601 New
AIG
75
American International Group
New York
$164K 6,580 – –
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