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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$9.1M +$2.1M +45,000 +30%
Nuveen Asset Management
52
Nuveen Asset Management
Illinois
$8.77M -$605K -12,972 -6%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$8.47M +$34.7K +743 +0.4%
LCM
54
Lucha Capital Management
California
$7.45M +$2.65M +56,901 +55%
TCIM
55
TIAA CREF Investment Management
New York
$7.39M -$2.36M -50,501 -24%
Citadel Advisors
56
Citadel Advisors
Florida
$7.01M +$6.39M +136,977 +1,039%
AII
57
AGF Investments Inc
Ontario, Canada
$6.75M – – –
Bank of America
58
Bank of America
North Carolina
$6.72M -$4.18M -89,631 -38%
Jennison Associates
59
Jennison Associates
New York
$6.55M +$6.55M +140,272 New
American Century Companies
60
American Century Companies
Missouri
$6.36M +$630K +13,501 +11%
HighTower Advisors
61
HighTower Advisors
Illinois
$5.81M -$22.6K -485 -0.4%
PPA
62
Parametric Portfolio Associates
Washington
$5.65M +$2.64M +56,516 +88%
Deutsche Bank
63
Deutsche Bank
Germany
$5.59M -$8.62M -184,782 -61%
NIP
64
Nicholas Investment Partners
California
$5.54M -$451K -9,674 -8%
PC
65
Pier Capital
Connecticut
$5.44M -$2.94M -62,920 -35%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$5.41M +$823K +17,630 +18%
CAM
67
Cortina Asset Management
Wisconsin
$5.3M -$172K -3,689 -3%
AllianceBernstein
68
AllianceBernstein
Tennessee
$5.28M +$1.78M +38,220 +51%
TAM
69
Tiverton Asset Management
Delaware
$4.94M -$1.21M -25,908 -20%
Legal & General Group
70
Legal & General Group
United Kingdom
$4.86M +$147K +3,159 +3%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$4.81M +$334K +7,169 +7%
UBS Group
72
UBS Group
Switzerland
$4.67M +$760K +16,284 +19%
First Trust Advisors
73
First Trust Advisors
Illinois
$4.43M -$1M -21,508 -18%
CRC
74
Curi RMB Capital
Illinois
$4.4M -$456K -9,779 -9%
TA
75
Teachers Advisors
New York
$4.19M -$8.4K -180 -0.2%
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