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HealthEquity
HQY

Overview Fund Activity

140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
60
Reduced
34
Closed
27
Calls
$2.24M
Puts
$1.41M
Net Calls
+$824K
Net Calls Change
+$368K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
KCM
3
Kornitzer Capital Management
Kansas
$17.8M
4
SIMG
4
Stephens Investment Management Group
Texas
$34.9M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$11.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51M
5
RFC
5
Russell Frank Company
Washington
$2.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Aureus Asset Management
Massachusetts
$2.75M +$524K +21,243 +24%
ACMM
52
Arbor Capital Management (Minnesota)
Minnesota
$2.74M -$220K -8,900 -7%
AII
53
AGF Investments Inc
Ontario, Canada
$2.68M – – –
MCM
54
McKinley Capital Management
Alaska
$2.66M +$2.66M +107,722 New
HRCM
55
Hood River Capital Management
Florida
$2.37M +$2.37M +96,100 New
Prudential Financial
56
Prudential Financial
New Jersey
$2.15M +$165K +6,700 +8%
PPA
57
Parametric Portfolio Associates
Washington
$2.12M +$1.79M +72,534 +535%
RFC
58
Russell Frank Company
Washington
$2.12M -$3.53M -143,026 -62%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$1.99M +$1.76M +71,190 +746%
SI
60
Scout Investments
Missouri
$1.95M +$725K +29,375 +59%
DCM
61
Driehaus Capital Management
Illinois
$1.94M +$119K +4,804 +7%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$1.9M +$238K +9,653 +14%
AIA
63
Allegis Investment Advisors
Idaho
$1.81M – – –
Kayne Anderson Rudnick Investment Management
64
Kayne Anderson Rudnick Investment Management
California
$1.7M +$1.7M +68,974 New
FI
65
FCM Investments
Texas
$1.55M +$1.55M +62,700 New
Asset Management One
66
Asset Management One
Japan
$1.49M +$204K +8,365 +16%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$1.39M +$689K +27,942 +99%
Swiss National Bank
68
Swiss National Bank
Switzerland
$1.36M +$248K +10,400 +22%
FWM
69
Frontier Wealth Management
Missouri
$1.33M – – –
TA
70
Teachers Advisors
New York
$1.32M – – –
Citadel Advisors
71
Citadel Advisors
Florida
$1.28M +$88.8K +3,599 +7%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.28M – – –
Goldman Sachs
73
Goldman Sachs
New York
$1.25M -$863K -34,992 -41%
NC
74
NBW Capital
Massachusetts
$1.16M -$26.3K -1,068 -2%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$1.1M -$1.88M -76,293 -63%
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