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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$2.03M +$223K +5,895 +12%
PP
77
PDT Partners
New York
$1.82M +$1.82M +48,200 New
BG
78
BlackRock Group
United Kingdom
$1.8M +$326K +8,625 +22%
First Trust Advisors
79
First Trust Advisors
Illinois
$1.79M +$1.28M +33,818 +251%
FWM
80
Frontier Wealth Management
Missouri
$1.67M -$227K -6,000 -12%
Comerica Bank
81
Comerica Bank
Texas
$1.64M +$303K +7,994 +23%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.47M +$1.11M +29,370 +303%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$1.42M -$280K -7,398 -16%
Eagle Capital Management (New York)
84
Eagle Capital Management (New York)
New York
$1.33M -$189K -5,000 -13%
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$1.3M +$256K +6,765 +24%
PI
86
Putnam Investments
Massachusetts
$1.25M -$1.66M -43,971 -57%
TPSF
87
Texas Permanent School Fund
Texas
$1.24M +$216K +5,719 +21%
AIG
88
American International Group
New York
$1.21M +$47.9K +1,265 +4%
CS
89
Credit Suisse
Switzerland
$1.2M -$212K -5,619 -15%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$1.2M – – –
AHC
91
Anderson Hoagland & Co
Missouri
$1.19M -$1.4M -37,002 -54%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$1.16M +$106K +2,794 +10%
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.15M +$208K +5,500 +22%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.13M +$6.74K +178 +0.6%
LPL Financial
95
LPL Financial
California
$989K -$14.5K -386 -1%
EVM
96
Eaton Vance Management
Massachusetts
$947K – – –
UBS AM
97
UBS AM
Illinois
$924K – – –
SAM
98
Silvercrest Asset Management
New York
$918K – – –
TI
99
Turner Investments
Pennsylvania
$871K +$871K +23,000 New
California Public Employees Retirement System
100
California Public Employees Retirement System
California
$840K – – –
2 3
4
5 6