HQY icon

HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGHC
51
Gilder Gagnon Howe & Co
New York
$5.54M -$113K -2,992 -2%
Deutsche Bank
52
Deutsche Bank
Germany
$5.44M +$4.07M +107,622 +298%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$5.38M +$5.38M +142,108 New
CC
54
Crosslink Capital
California
$5.31M -$5.79M -153,035 -52%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$5.29M +$2.48M +65,560 +88%
AII
56
AGF Investments Inc
Ontario, Canada
$4.88M – – –
NIP
57
Nicholas Investment Partners
California
$4.57M – – –
DCM
58
Driehaus Capital Management
Illinois
$4.53M +$112K +2,948 +3%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$4.4M -$3.05M -80,600 -41%
AAM
60
Aureus Asset Management
Massachusetts
$4.22M -$90.1K -2,380 -2%
FI
61
FCM Investments
Texas
$3.77M -$5.68K -150 -0.2%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.68M -$425K -11,229 -10%
PPA
63
Parametric Portfolio Associates
Washington
$3.48M +$64.3K +1,698 +2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.46M +$34.1K +900 +1%
Prudential Financial
65
Prudential Financial
New Jersey
$3.22M -$278K -7,340 -8%
SI
66
Scout Investments
Missouri
$3.13M +$135K +3,568 +5%
TA
67
Teachers Advisors
New York
$2.6M -$9.5K -251 -0.4%
Macquarie Group
68
Macquarie Group
Australia
$2.59M -$3.17M -83,624 -55%
Swiss National Bank
69
Swiss National Bank
Switzerland
$2.58M -$87.1K -2,300 -3%
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$2.51M -$56.4K -1,490 -2%
UBS Group
71
UBS Group
Switzerland
$2.47M +$453K +11,957 +22%
Mackenzie Financial
72
Mackenzie Financial
Ontario, Canada
$2.47M -$461K -12,173 -16%
Asset Management One
73
Asset Management One
Japan
$2.34M -$230K -6,156 -9%
Canada Life
74
Canada Life
Manitoba, Canada
$2.17M +$447K +11,823 +26%
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$2.04M -$751K -19,845 -27%
1 2
3
4 5