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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$177M
2
BlackRock
2
BlackRock
New York
$475M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.6M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47M
5
Ameriprise
5
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
HRCM
51
Hood River Capital Management
Florida
$18.3M +$18.3M +280,148 New
Macquarie Group
52
Macquarie Group
Australia
$17.3M +$6.25M +95,535 +57%
Bank of America
53
Bank of America
North Carolina
$16.8M -$3.31M -50,559 -16%
American Century Companies
54
American Century Companies
Missouri
$16.7M +$11.7M +178,632 +232%
AAM
55
Aureus Asset Management
Massachusetts
$16.6M +$242K +3,697 +1%
Principal Financial Group
56
Principal Financial Group
Iowa
$16M +$269K +4,107 +2%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$15.5M +$881K +13,478 +6%
ACM
58
Ashford Capital Management
Delaware
$15.2M -$196K -3,000 -1%
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$14.4M – – –
Stifel Financial
60
Stifel Financial
Missouri
$13.8M +$71.7K +1,091 +0.5%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$13.2M +$525K +8,022 +4%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$12.8M +$2.31M +35,297 +22%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
AllianceBernstein
64
AllianceBernstein
Tennessee
$11.9M +$2.54M +38,870 +27%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$11.9M +$924K +14,130 +8%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$10.4M -$1.73M -26,383 -14%
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$10.4M +$912K +13,942 +10%
HCM
68
Hodges Capital Management
Texas
$10.1M -$1.13M -17,265 -10%
SSA
69
Schonfeld Strategic Advisors
New York
$10.1M +$10.1M +153,718 New
Marshall Wace
70
Marshall Wace
United Kingdom
$9.59M +$8.99M +137,490 +1,500%
AIG
71
American International Group
New York
$9.47M +$191K +2,925 +2%
PI
72
Putnam Investments
Massachusetts
$9.18M +$1.05M +15,979 +13%
NCGI
73
Next Century Growth Investors
Minnesota
$8.88M -$1.11M -17,005 -11%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$8.88M +$7.89M +120,671 +799%
ACM
75
American Capital Management
New York
$8.76M +$1.56M +23,795 +22%
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