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HealthEquity
HQY

Overview Fund Activity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M
2
Invesco
2
Invesco
Georgia
$62.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$30.6M
5
GIP
5
Granite Investment Partners
California
$9.93M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$20.6M
2
Millennium Management
2
Millennium Management
New York
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
BAMCO Inc
4
BAMCO Inc
New York
$42.5M
5
CC
5
Crosslink Capital
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
76
Millennium Management
New York
$1.92M -$11.6M -382,441 -86%
NC
77
NBW Capital
Massachusetts
$1.63M +$194K +6,370 +14%
UBS Group
78
UBS Group
Switzerland
$1.62M +$781K +25,709 +93%
EA
79
Emerald Acquisition
Washington
$1.59M +$1.59M +52,416 New
FWM
80
Frontier Wealth Management
Missouri
$1.52M -$122K -4,000 -7%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$1.45M +$179K +5,892 +14%
Canada Life
82
Canada Life
Manitoba, Canada
$1.38M +$1.26M +41,333 +1,012%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.36M +$9.76K +321 +0.7%
AIA
84
Allegis Investment Advisors
Idaho
$1.35M -$855K -28,489 -39%
ERSOT
85
Employees Retirement System of Texas
Texas
$1.31M – – –
Eagle Capital Management (New York)
86
Eagle Capital Management (New York)
New York
$1.22M – – –
BG
87
BlackRock Group
United Kingdom
$1.19M +$221K +7,263 +23%
CS
88
Credit Suisse
Switzerland
$1.14M +$803K +26,419 +239%
Deutsche Bank
89
Deutsche Bank
Germany
$1.1M -$148K -4,890 -12%
Comerica Bank
90
Comerica Bank
Texas
$1.01M -$10.9K -383 -1%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$962K +$186K +6,137 +24%
AIG
92
American International Group
New York
$936K +$95K +3,127 +11%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$901K +$156K +5,118 +21%
New York State Teachers Retirement System (NYSTRS)
94
New York State Teachers Retirement System (NYSTRS)
New York
$843K -$3.04K -100 -0.4%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$840K – – –
TPSF
96
Texas Permanent School Fund
Texas
$821K -$31.7K -1,043 -4%
LPL Financial
97
LPL Financial
California
$809K +$400K +13,219 +98%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$806K -$3.76M -123,591 -82%
EVM
99
Eaton Vance Management
Massachusetts
$761K – – –
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$754K – – –
2 3
4
5 6