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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
51
Franklin Resources
California
$11.1M -$105K -1,753 -0.9%
TCIM
52
TIAA CREF Investment Management
New York
$10.4M -$134K -2,244 -1%
HCM
53
Hodges Capital Management
Texas
$10.3M -$607K -10,180 -6%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$10.3M – – –
Millennium Management
55
Millennium Management
New York
$10.1M +$9.84M +165,008 +3,742%
Federated Hermes
56
Federated Hermes
Pennsylvania
$10.1M -$4.48M -75,142 -31%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$9.98M +$3.93M +65,921 +65%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$9.93M -$2.09M -34,969 -17%
AllianceBernstein
59
AllianceBernstein
Tennessee
$8.83M +$3.73M +62,600 +73%
ACM
60
Ashford Capital Management
Delaware
$8.71M +$197K +3,300 +2%
AIG
61
American International Group
New York
$8.67M +$14.8K +248 +0.2%
KCM
62
Kornitzer Capital Management
Kansas
$8.32M +$8.95K +150 +0.1%
UBS Group
63
UBS Group
Switzerland
$8.09M +$716K +12,003 +10%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$8.09M -$237K -3,980 -3%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$7.95M +$22.2K +372 +0.3%
HighTower Advisors
66
HighTower Advisors
Illinois
$7.62M -$256K -4,301 -3%
RI
67
Redwood Investments
Massachusetts
$7.6M +$202K +3,386 +3%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.56M +$201K +3,365 +3%
Axa
69
Axa
France
$7.39M +$253K +4,249 +4%
PI
70
Putnam Investments
Massachusetts
$7.3M +$577K +9,675 +9%
TA
71
Teachers Advisors
New York
$6.75M +$165K +2,772 +3%
NIP
72
Nicholas Investment Partners
California
$6.63M -$73.6K -1,234 -1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$6.43M +$2.78M +46,637 +76%
First Trust Advisors
74
First Trust Advisors
Illinois
$6.39M -$1.55M -25,966 -20%
TIM
75
Thornburg Investment Management
New Mexico
$6.27M +$6.27M +105,125 New
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