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HealthEquity
HQY

Overview Fund Activity

144 hedge funds and large institutions have $1.23B invested in HealthEquity in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
58
Reduced
38
Closed
16
Calls
$2.75M
Puts
$2.29M
Net Calls
+$456K
Net Calls Change
-$1.96M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$81.5M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$16.9M
3
Norges Bank
3
Norges Bank
Norway
$10.3M
4
CC
4
Crosslink Capital
California
$12.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$43.4M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
Franklin Resources
3
Franklin Resources
California
$17.5M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$22.8M
5
ACPU
5
Arrowgrass Capital Partners (US)
Delaware
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AII
51
AGF Investments Inc
Ontario, Canada
$2.73M 108,928 +108,928 New
AAM
52
Aureus Asset Management
Massachusetts
$2.26M 90,290 -1,050 -1%
Goldman Sachs
53
Goldman Sachs
New York
$2.15M 85,629 +31,320 +58%
Prudential Financial
54
Prudential Financial
New Jersey
$2.02M 80,360 +2,300 +3%
First Trust Advisors
55
First Trust Advisors
Illinois
$1.97M 78,553 +78,553 New
Renaissance Technologies
56
Renaissance Technologies
New York
$1.86M 74,200 -15,700 -17%
DCM
57
Driehaus Capital Management
Illinois
$1.85M 73,778 -57,574 -44%
AIA
58
Allegis Investment Advisors
Idaho
$1.84M 73,489 +73,489 New
CS
59
Credit Suisse
Switzerland
$1.75M 69,743 +27,667 +66%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$1.68M 67,182 +1,038 +2%
Deutsche Bank
61
Deutsche Bank
Germany
$1.46M 58,215 -12,139 -17%
Asset Management One
62
Asset Management One
Japan
$1.41M 52,598 -16,133 -23%
FWM
63
Frontier Wealth Management
Missouri
$1.35M 54,000 – –
TA
64
Teachers Advisors
New York
$1.34M 53,378 – –
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$1.3M 51,666 +25,968 +101%
SI
66
Scout Investments
Missouri
$1.24M 49,450 -3,100 -6%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$1.23M 49,100 -2,600 -5%
Citadel Advisors
68
Citadel Advisors
Florida
$1.21M 48,342 -50,509 -51%
NC
69
NBW Capital
Massachusetts
$1.21M 48,223 +48,223 New
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.17M 46,600 – –
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.03M 40,982 +3,720 +10%
Eagle Capital Management (New York)
72
Eagle Capital Management (New York)
New York
$1M 40,000 – –
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$920K 36,700 +3,600 +11%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$908K 36,200 +2,000 +6%
UBS Group
75
UBS Group
Switzerland
$862K 34,396 +155 +0.5%
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