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HealthEquity
HQY

Overview Fund Activity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M
2
Invesco
2
Invesco
Georgia
$62.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$30.6M
5
GIP
5
Granite Investment Partners
California
$9.93M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$20.6M
2
Millennium Management
2
Millennium Management
New York
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
BAMCO Inc
4
BAMCO Inc
New York
$42.5M
5
CC
5
Crosslink Capital
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
51
AGF Investments Inc
Ontario, Canada
$3.92M +$607K +20,000 +18%
TCIM
52
TIAA CREF Investment Management
New York
$3.87M +$344K +11,320 +10%
NIP
53
Nicholas Investment Partners
California
$3.67M +$3.67M +120,633 New
DCM
54
Driehaus Capital Management
Illinois
$3.55M +$1.16M +38,246 +49%
AAM
55
Aureus Asset Management
Massachusetts
$3.46M +$72.3K +2,380 +2%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$3.3M -$317K -10,428 -9%
EAM
57
EverPoint Asset Management
Connecticut
$3.04M +$3.04M +100,000 New
FI
58
FCM Investments
Texas
$3.03M +$1.12M +37,001 +59%
Prudential Financial
59
Prudential Financial
New Jersey
$2.81M +$164K +5,410 +6%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.75M +$415K +13,657 +18%
PPA
61
Parametric Portfolio Associates
Washington
$2.74M +$125K +4,124 +5%
TAM
62
Tiverton Asset Management
Delaware
$2.59M -$1.81M -16,055 -41%
Goldman Sachs
63
Goldman Sachs
New York
$2.55M +$1.01M +33,136 +65%
ACMM
64
Arbor Capital Management (Minnesota)
Minnesota
$2.41M -$969K -31,900 -29%
SI
65
Scout Investments
Missouri
$2.4M +$7.6K +250 +0.3%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$2.35M +$645K +21,219 +38%
PI
67
Putnam Investments
Massachusetts
$2.34M +$2.34M +76,921 New
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$2.25M +$1.14M +37,414 +102%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$2.24M -$215K -7,070 -9%
Swiss National Bank
70
Swiss National Bank
Switzerland
$2.14M +$407K +13,400 +24%
TA
71
Teachers Advisors
New York
$2.09M +$471K +15,518 +29%
AHC
72
Anderson Hoagland & Co
Missouri
$2.08M -$1.35M -44,545 -39%
Asset Management One
73
Asset Management One
Japan
$2.06M +$236K +7,856 +13%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$2.06M +$2.06M +67,900 New
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
$2.06M -$34.8K -1,144 -2%
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