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HealthEquity
HQY

Overview Fund Activity

116 hedge funds and large institutions have $1.45B invested in HealthEquity in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
+28
Holders Change %
+31.82%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
47
Reduced
22
Closed
15
Calls
$1.48M
Puts
$276K
Net Calls
+$1.21M
Net Calls Change
+$1.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$71.6M
2
JHIU
2
Janus Henderson Investors US
Colorado
$76M
3
NCGI
3
Next Century Growth Investors
Minnesota
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$69.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$90.6M
2
WRBC
2
W.R. Berkley Corp
Connecticut
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$10.6M
4
Millennium Management
4
Millennium Management
New York
$801K
5
CC
5
Crosslink Capital
California
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
51
Frontier Wealth Management
Missouri
$2.19M 68,448 -3,792 -5%
WSA
52
Wall Street Associates
California
$2.14M 66,838 +66,838 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$2.12M 66,244 +47,161 +247%
NFA
54
Nationwide Fund Advisors
Ohio
$2.06M 64,279 +21,281 +49%
CSS
55
Cubist Systematic Strategies
Connecticut
$2.05M 64,018 +32,652 +104%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.05M 63,969 +14,269 +29%
TA
57
Teachers Advisors
New York
$1.69M 52,598 +38,430 +271%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.67M 52,000 +52,000 New
Citigroup
59
Citigroup
New York
$1.64M 51,169 +21,720 +74%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$1.55M 48,269 +48,025 +19,682%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$1.48M 46,300 +46,300 New
Wellington Management Group
62
Wellington Management Group
Massachusetts
$1.41M 44,099 +44,099 New
ACM
63
Atika Capital Management
New York
$1.31M 41,000 +15,400 +60%
Eagle Capital Management (New York)
64
Eagle Capital Management (New York)
New York
$1.28M 40,000 – –
Bank of America
65
Bank of America
North Carolina
$1.24M 38,830 +38,699 +29,541%
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.21M 37,700 +18,600 +97%
SI
67
Scout Investments
Missouri
$1.14M 35,450 +35,450 New
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.13M 35,330 +35,330 New
AIG
69
American International Group
New York
$1.12M 34,806 +28,226 +429%
CS
70
Credit Suisse
Switzerland
$1.07M 33,244 +33,244 New
1832 Asset Management
71
1832 Asset Management
Ontario, Canada
$1.03M 32,100 +32,100 New
UBS Group
72
UBS Group
Switzerland
$947K 29,543 +20,724 +235%
ZIM
73
Zacks Investment Management
Illinois
$942K 29,393 +29,393 New
TPSF
74
Texas Permanent School Fund
Texas
$929K 28,977 +28,977 New
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$904K 28,212 – –
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