HQY icon

HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
51
State of Wisconsin Investment Board
Wisconsin
$16.5M +$3.78M +51,100 +30%
PAMU
52
Pictet Asset Management (UK)
United Kingdom
$16.3M -$2.77M -37,500 -15%
Stifel Financial
53
Stifel Financial
Missouri
$15.5M +$1.24M +16,693 +9%
Retirement Systems of Alabama
54
Retirement Systems of Alabama
Alabama
$14.3M +$4.46M +60,290 +45%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$13.7M -$440K -5,946 -3%
Squarepoint
56
Squarepoint
New York
$13.4M +$11M +148,343 +451%
PMAM
57
Picton Mahoney Asset Management
Ontario, Canada
$13.1M -$2.55M -34,422 -16%
TCIM
58
TIAA CREF Investment Management
New York
$12.7M -$175K -2,360 -1%
HCM
59
Hodges Capital Management
Texas
$12.7M -$82.1K -1,110 -0.6%
Macquarie Group
60
Macquarie Group
Australia
$12.5M +$10.5M +142,325 +543%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$12.4M +$12.4M +154,376 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$12.4M +$50.5K +682 +0.4%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$11.8M -$502K -6,780 -4%
NCGI
64
Next Century Growth Investors
Minnesota
$11.3M -$2.9M -39,241 -20%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$10.7M +$651K +8,800 +6%
AllianceBernstein
66
AllianceBernstein
Tennessee
$10.6M -$314K -4,240 -3%
AIG
67
American International Group
New York
$10.5M -$256K -3,458 -2%
UBS Group
68
UBS Group
Switzerland
$9.96M -$74.9K -1,012 -0.7%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$9.74M +$9.17M +124,000 +1,632%
HighTower Advisors
70
HighTower Advisors
Illinois
$9.6M +$146K +1,980 +2%
PI
71
Putnam Investments
Massachusetts
$9.2M +$140K +1,894 +2%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.06M -$316K -4,269 -3%
KCM
73
Kornitzer Capital Management
Kansas
$8.68M -$1.64M -22,115 -16%
TA
74
Teachers Advisors
New York
$8.55M +$177K +2,387 +2%
ACM
75
American Capital Management
New York
$8.15M +$8.15M +110,135 New
1 2
3
4 5