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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$11M +$9.01M +177,462 +457%
TCIM
52
TIAA CREF Investment Management
New York
$10.6M +$606K +11,974 +6%
Nuveen Asset Management
53
Nuveen Asset Management
Illinois
$10.2M -$22K -435 -0.2%
CWAM
54
Columbia Wanger Asset Management
Illinois
$9.91M -$805K -15,912 -8%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$9.14M +$1.08M +21,441 +13%
PC
56
Pier Capital
Connecticut
$9.08M +$2.52M +49,798 +38%
AAM
57
Aureus Asset Management
Massachusetts
$9.04M +$85K +1,680 +0.9%
RSCM
58
Rock Springs Capital Management
Maryland
$8.35M +$5.77M +114,000 +224%
Millennium Management
59
Millennium Management
New York
$7.83M +$7.83M +154,821 New
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$7.59M +$2.73M +53,885 +56%
AII
61
AGF Investments Inc
Ontario, Canada
$7.32M – – –
RA
62
Royce & Associates
New York
$7.04M – – –
TAM
63
Tiverton Asset Management
Delaware
$6.66M -$3.29M -65,065 -33%
NIP
64
Nicholas Investment Partners
California
$6.49M -$446K -8,810 -6%
HighTower Advisors
65
HighTower Advisors
Illinois
$6.33M -$1.57M -31,038 -20%
American Century Companies
66
American Century Companies
Missouri
$6.21M -$864K -17,083 -12%
CAM
67
Cortina Asset Management
Wisconsin
$5.94M -$16.9M -333,160 -74%
First Trust Advisors
68
First Trust Advisors
Illinois
$5.89M +$1.12M +22,217 +24%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.74M – – –
Prudential Financial
70
Prudential Financial
New Jersey
$5.3M -$43K -850 -0.8%
CRC
71
Curi RMB Capital
Illinois
$5.27M +$1.56M +30,920 +42%
LCM
72
Lucha Capital Management
California
$5.2M +$5.2M +102,780 New
Legal & General Group
73
Legal & General Group
United Kingdom
$5.1M +$675K +13,350 +15%
DHFB
74
Dixon Hubard Feinour & Brown
Virginia
$5.07M +$5.07M +100,260 New
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$4.97M +$375K +7,416 +8%
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3
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