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HealthEquity
HQY

Overview Fund Activity

130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
34
Closed
12
Calls
$3.76M
Puts
$1.35M
Net Calls
+$2.42M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Invesco
2
Invesco
Georgia
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$73.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.57M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$354M
2
NPGCU
2
Napier Park Global Capital (US)
New York
$49.5M
3
Franklin Resources
3
Franklin Resources
California
$30.1M
4
SIMG
4
Stephens Investment Management Group
Texas
$23.5M
5
CAM
5
Cortina Asset Management
Wisconsin
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
51
Prudential Financial
New Jersey
$2.31M 78,060 +2,260 +3%
PI
52
Putnam Investments
Massachusetts
$2.25M 76,120 +2,228 +3%
Deutsche Bank
53
Deutsche Bank
Germany
$2.08M 70,354 -38,281 -35%
Asset Management One
54
Asset Management One
Japan
$1.97M 68,731 -11,177 -14%
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$1.97M 66,663 +18,394 +38%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.96M 66,144 -100 -0.2%
Goldman Sachs
57
Goldman Sachs
New York
$1.6M 54,309 +29,062 +115%
FWM
58
Frontier Wealth Management
Missouri
$1.6M 54,000 -14,448 -21%
TA
59
Teachers Advisors
New York
$1.58M 53,378 +780 +1%
SI
60
Scout Investments
Missouri
$1.55M 52,550 +17,100 +48%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$1.53M 51,700 +5,400 +12%
Tudor Investment Corp
62
Tudor Investment Corp
Connecticut
$1.5M 50,684 +22,472 +80%
Wellington Management Group
63
Wellington Management Group
Massachusetts
$1.38M 46,655 +2,556 +6%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.38M 46,600 +8,900 +24%
ACM
65
Atika Capital Management
New York
$1.29M 43,600 +2,600 +6%
CS
66
Credit Suisse
Switzerland
$1.24M 42,076 +8,832 +27%
Eagle Capital Management (New York)
67
Eagle Capital Management (New York)
New York
$1.18M 40,000 – –
Public Sector Pension Investment Board (PSP Investments)
68
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.13M 38,100 -13,900 -27%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.1M 37,262 +1,932 +5%
Comerica Bank
70
Comerica Bank
Texas
$1.03M 34,862 -33,664 -49%
UBS Group
71
UBS Group
Switzerland
$1.01M 34,241 +4,698 +16%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$1.01M 34,200 +22,800 +200%
WSA
73
Wall Street Associates
California
$992K 33,561 -33,277 -50%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$978K 33,100 +5,608 +20%
ZIM
75
Zacks Investment Management
Illinois
$921K 31,177 +1,784 +6%
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