HQY icon

HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$11.8M – – –
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$11.6M +$644K +10,631 +6%
Deutsche Bank
53
Deutsche Bank
Germany
$11.2M +$3.97M +65,648 +55%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$10.9M -$5.28M -87,173 -33%
CCI
55
Columbus Circle Investors
$10.4M +$10.4M +171,073 New
TCIM
56
TIAA CREF Investment Management
New York
$9.55M -$39.4K -651 -0.4%
Nuveen Asset Management
57
Nuveen Asset Management
Illinois
$9.46M -$1.92M -31,780 -17%
PPA
58
Parametric Portfolio Associates
Washington
$8.97M +$1.64M +27,101 +22%
Federated Hermes
59
Federated Hermes
Pennsylvania
$8.77M +$5.64M +93,167 +180%
Jennison Associates
60
Jennison Associates
New York
$8.74M +$249K +4,119 +3%
Bank of America
61
Bank of America
North Carolina
$8.07M -$657K -10,857 -8%
HighTower Advisors
62
HighTower Advisors
Illinois
$7.79M +$244K +4,031 +3%
RA
63
Royce & Associates
New York
$7.76M +$2.42M +40,000 +45%
AII
64
AGF Investments Inc
Ontario, Canada
$7.55M -$1.21M -20,000 -14%
UBS Group
65
UBS Group
Switzerland
$7.21M +$1.14M +18,892 +19%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$7.2M +$187K +3,097 +3%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$6.74M +$498K +8,222 +8%
PCM
68
Penserra Capital Management
California
$6.62M +$6.62M +109,290 New
Legal & General Group
69
Legal & General Group
United Kingdom
$6.44M +$146K +2,406 +2%
PI
70
Putnam Investments
Massachusetts
$6.21M +$3.92M +64,819 +172%
CAM
71
Cortina Asset Management
Wisconsin
$6.08M -$803K -13,259 -12%
TA
72
Teachers Advisors
New York
$6M +$569K +9,399 +10%
American Century Companies
73
American Century Companies
Missouri
$5.81M -$2.43M -40,203 -30%
Prudential Financial
74
Prudential Financial
New Jersey
$5.79M +$608K +10,040 +12%
EVM
75
Eaton Vance Management
Massachusetts
$5.76M +$2.88M +47,568 +100%
1 2
3
4 5