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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$19.8M +$384K +5,187 +2%
AAM
52
Aureus Asset Management
Massachusetts
$19.3M +$464K +6,260 +2%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$19M -$22.6M -304,900 -54%
PCM
54
Peregrine Capital Management
Minnesota
$18.1M -$2.24M -30,248 -11%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$17.8M +$12.2M +164,255 +217%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$17.1M +$36.7K +496 +0.2%
PAMU
57
Pictet Asset Management (UK)
United Kingdom
$16.4M +$59.3K +800 +0.4%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$16.3M +$282K +3,802 +2%
American Century Companies
59
American Century Companies
Missouri
$15.5M +$8.86M +119,574 +133%
RSCM
60
Rock Springs Capital Management
Maryland
$15.2M +$15.2M +205,000 New
Jennison Associates
61
Jennison Associates
New York
$14.7M -$8.45M -114,053 -36%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$14.6M -$1.01M -13,700 -6%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$13.9M +$862K +11,634 +7%
AllianceBernstein
64
AllianceBernstein
Tennessee
$13.4M -$2.92M -39,370 -18%
AIG
65
American International Group
New York
$13.3M +$72.9K +984 +0.6%
MOACM
66
Mutual of America Capital Management
New York
$12.8M +$1.28M +17,253 +11%
ACM
67
American Capital Management
New York
$12.7M -$425K -5,735 -3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$12.4M – – –
SCA
69
Summit Creek Advisors
Minnesota
$12.2M +$4.22M +56,930 +53%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.9M -$443K -5,982 -4%
NCGI
71
Next Century Growth Investors
Minnesota
$11.7M +$878K +11,849 +8%
Deutsche Bank
72
Deutsche Bank
Germany
$11.7M +$8.12M +109,623 +227%
Citadel Advisors
73
Citadel Advisors
Florida
$11.5M +$8.06M +108,749 +231%
PI
74
Putnam Investments
Massachusetts
$11.3M +$1.01M +13,668 +10%
Stifel Financial
75
Stifel Financial
Missouri
$11.3M +$1.9M +25,570 +20%
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