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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$105M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M
4
TCM
4
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
PC
3
PointState Capital
New York
$0
4
NCGI
4
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
51
Aureus Asset Management
Massachusetts
$8.82M -$166K -3,341 -2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$7.94M +$380K +7,622 +5%
HighTower Advisors
53
HighTower Advisors
Illinois
$7.78M +$400K +8,029 +5%
Deutsche Bank
54
Deutsche Bank
Germany
$7.62M -$2.37M -47,663 -24%
AII
55
AGF Investments Inc
Ontario, Canada
$7.21M +$997K +20,000 +16%
American Century Companies
56
American Century Companies
Missouri
$6.97M -$2.91M -58,428 -29%
RA
57
Royce & Associates
New York
$6.94M +$1.06M +21,200 +18%
NIP
58
Nicholas Investment Partners
California
$6.84M +$690K +13,848 +11%
Bank of America
59
Bank of America
North Carolina
$6.59M +$2.3M +46,138 +54%
Goldman Sachs
60
Goldman Sachs
New York
$6.55M -$411K -8,252 -6%
PC
61
Pier Capital
Connecticut
$6.47M -$233K -4,671 -3%
UBS Group
62
UBS Group
Switzerland
$5.71M +$309K +6,196 +6%
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.66M +$304K +6,095 +6%
Luther King Capital Management (LKCM)
64
Luther King Capital Management (LKCM)
Texas
$5.45M -$430K -8,630 -7%
Prudential Financial
65
Prudential Financial
New Jersey
$5.26M +$1.21M +24,320 +30%
Renaissance Technologies
66
Renaissance Technologies
New York
$4.84M +$3.16M +63,500 +189%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$4.79M +$4.79M +96,115 New
First Trust Advisors
68
First Trust Advisors
Illinois
$4.7M +$681K +13,676 +17%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$4.59M +$99.7K +2,000 +2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$4.52M +$338K +6,783 +8%
TA
71
Teachers Advisors
New York
$4.48M +$502K +10,079 +13%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$4.45M -$619K -12,422 -12%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$4.4M +$166K +3,332 +4%
Legal & General Group
74
Legal & General Group
United Kingdom
$4.36M +$491K +9,858 +13%
SAM
75
Silvercrest Asset Management
New York
$4.33M – – –
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