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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
51
Luther King Capital Management (LKCM)
Texas
$6.64M 163,960 -119,710 -42%
NIP
52
Nicholas Investment Partners
California
$6.27M 154,851 +34,218 +28%
NFA
53
Nationwide Fund Advisors
Ohio
$5.8M 143,004 -110,587 -44%
RA
54
Royce & Associates
New York
$5.31M 131,000 -71,000 -35%
AII
55
AGF Investments Inc
Ontario, Canada
$5.22M 128,928 – –
TCIM
56
TIAA CREF Investment Management
New York
$5.08M 125,321 -2,909 -2%
Two Sigma Investments
57
Two Sigma Investments
New York
$4.77M 117,734 +98,234 +504%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$4.76M 117,473 +1,250 +1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$4.65M 104,419 +7,223 +7%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.55M 107,439 -51,190 -32%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$4.05M 99,859 +92,302 +1,221%
FI
62
FCM Investments
Texas
$3.99M 98,551 -1,000 -1%
BG
63
BlackRock Group
United Kingdom
$3.81M 93,986 +46,353 +97%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.61M 88,992 -2,400 -3%
GGHC
65
Gilder Gagnon Howe & Co
New York
$3.57M 88,033 -58,335 -40%
Prudential Financial
66
Prudential Financial
New Jersey
$3.56M 87,849 +2,719 +3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$3.53M 87,056 +87,056 New
SAM
68
Silvercrest Asset Management
New York
$3.52M 86,960 +62,700 +258%
SI
69
Scout Investments
Missouri
$3.31M 81,748 -895 -1%
FP
70
Foundry Partners
Minnesota
$3.2M 79,047 +79,047 New
Legal & General Group
71
Legal & General Group
United Kingdom
$3.18M 78,331 +39,259 +100%
DCM
72
Driehaus Capital Management
Illinois
$3.17M 78,231 -41,545 -35%
OAM
73
Oberweis Asset Management
Illinois
$3.16M 77,978 -80,697 -51%
Kayne Anderson Rudnick Investment Management
74
Kayne Anderson Rudnick Investment Management
California
$3.15M 77,737 +11,397 +17%
CS
75
Credit Suisse
Switzerland
$3.09M 76,148 +44,308 +139%
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