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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
76
Teachers Advisors
New York
$3.05M 75,351 +6,706 +10%
TIM
77
Thornburg Investment Management
New Mexico
$3.02M 74,482 -156,516 -68%
SEI Investments
78
SEI Investments
Pennsylvania
$2.92M 71,951 +71,951 New
Swiss National Bank
79
Swiss National Bank
Switzerland
$2.9M 71,600 +3,500 +5%
PP
80
PDT Partners
New York
$2.78M 68,600 +20,400 +42%
UBS Group
81
UBS Group
Switzerland
$2.75M 67,961 +2,606 +4%
Voloridge Investment Management
82
Voloridge Investment Management
Florida
$2.75M 67,972 +67,972 New
MCIM
83
Meadow Creek Investment Management
Georgia
$2.74M 67,694 +67,694 New
Citigroup
84
Citigroup
New York
$2.55M 62,867 +49,137 +358%
Macquarie Group
85
Macquarie Group
Australia
$2.49M 61,528 -6,836 -10%
Citadel Advisors
86
Citadel Advisors
Florida
$2.47M 60,995 +60,995 New
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$2.37M 58,568 +4,829 +9%
RJA
88
Raymond James & Associates
Florida
$2.32M 57,305 +57,305 New
Canada Life
89
Canada Life
Manitoba, Canada
$2.28M 56,224 -1,015 -2%
EP
90
Elkfork Partners
Oregon
$2.26M 55,748 +55,748 New
Bank of America
91
Bank of America
North Carolina
$2.22M 54,683 +44,402 +432%
Comerica Bank
92
Comerica Bank
Texas
$2.19M 45,732 +2,474 +6%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$2.11M 52,068 +52,068 New
LOAMU
94
Lombard Odier Asset Management (USA)
New York
$2.03M 50,000 +50,000 New
RSCM
95
Rock Springs Capital Management
Maryland
$2.03M 50,000 +50,000 New
Marshall Wace
96
Marshall Wace
United Kingdom
$1.95M 48,044 +48,044 New
First Trust Advisors
97
First Trust Advisors
Illinois
$1.87M 46,160 -1,146 -2%
GHCM
98
Glen Harbor Capital Management
California
$1.78M 43,802 +43,802 New
AHC
99
Anderson Hoagland & Co
Missouri
$1.72M 42,558 +11,210 +36%
FWM
100
Frontier Wealth Management
Missouri
$1.62M 40,000 -4,000 -9%
2 3
4
5 6