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HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$237M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
5
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
2
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$39M
5
JHIU
5
Janus Henderson Investors US
Colorado
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$6.44M -$845K -19,906 -12%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$6.39M +$6.39M +150,457 New
HighTower Advisors
53
HighTower Advisors
Illinois
$6.29M -$964K -22,707 -13%
TCIM
54
TIAA CREF Investment Management
New York
$6.07M +$749K +17,639 +14%
Goldman Sachs
55
Goldman Sachs
New York
$5.93M -$1.79M -42,229 -23%
PC
56
Pier Capital
Connecticut
$5.71M +$5.71M +134,459 New
AII
57
AGF Investments Inc
Ontario, Canada
$5.29M -$179K -4,228 -3%
NIP
58
Nicholas Investment Partners
California
$5.24M -$1.34M -31,528 -20%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$5.07M +$84.9K +2,000 +2%
RA
60
Royce & Associates
New York
$5.01M -$552K -13,000 -10%
Luther King Capital Management (LKCM)
61
Luther King Capital Management (LKCM)
Texas
$5.01M -$1.96M -46,055 -28%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$4.92M +$685K +16,123 +16%
Citadel Advisors
63
Citadel Advisors
Florida
$4.8M +$2.21M +51,990 +85%
UBS Group
64
UBS Group
Switzerland
$4.6M +$1.72M +40,454 +60%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.56M – – –
PPA
66
Parametric Portfolio Associates
Washington
$4.41M +$3.68M +86,651 +500%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$4.32M -$115K -2,707 -3%
ECM
68
Engle Capital Management
Connecticut
$4.12M +$4.12M +97,050 New
FI
69
FCM Investments
Texas
$3.84M -$344K -8,100 -8%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$3.83M +$3.83M +90,200 New
Two Sigma Investments
71
Two Sigma Investments
New York
$3.8M -$1.2M -28,239 -24%
SAM
72
Silvercrest Asset Management
New York
$3.69M – – –
Bank of America
73
Bank of America
North Carolina
$3.66M +$1.34M +31,500 +58%
GGHC
74
Gilder Gagnon Howe & Co
New York
$3.64M -$95.3K -2,244 -3%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$3.61M -$170K -4,000 -4%
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3
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