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HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$237M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
5
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
2
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$39M
5
JHIU
5
Janus Henderson Investors US
Colorado
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$3.57M +$1.08M +25,432 +43%
SI
77
Scout Investments
Missouri
$3.46M -$7.56K -178 -0.2%
Prudential Financial
78
Prudential Financial
New Jersey
$3.45M -$279K -6,569 -7%
First Trust Advisors
79
First Trust Advisors
Illinois
$3.42M +$1.46M +34,447 +75%
TA
80
Teachers Advisors
New York
$3.39M +$193K +4,542 +6%
FP
81
Foundry Partners
Minnesota
$3.34M -$13.8K -324 -0.4%
Legal & General Group
82
Legal & General Group
United Kingdom
$3.3M -$27.5K -648 -0.8%
Millennium Management
83
Millennium Management
New York
$3.23M -$8.05M -189,521 -71%
Swiss National Bank
84
Swiss National Bank
Switzerland
$3.11M +$67.9K +1,600 +2%
AllianceBernstein
85
AllianceBernstein
Tennessee
$3.01M -$21.6M -508,310 -88%
OAM
86
Oberweis Asset Management
Illinois
$2.98M -$327K -7,708 -10%
ICM
87
IronBridge Capital Management
Illinois
$2.96M +$2.96M +69,663 New
PP
88
PDT Partners
New York
$2.91M – – –
RJFSA
89
Raymond James Financial Services Advisors
Florida
$2.9M +$688K +16,198 +31%
MCIM
90
Meadow Creek Investment Management
Georgia
$2.88M +$10.1K +238 +0.4%
Canada Life
91
Canada Life
Manitoba, Canada
$2.6M +$213K +5,023 +9%
Macquarie Group
92
Macquarie Group
Australia
$2.56M -$54.3K -1,280 -2%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$2.55M -$1.15M -27,048 -31%
DCM
94
Driehaus Capital Management
Illinois
$2.55M -$774K -18,235 -23%
AI
95
Axiom Investors
Connecticut
$2.44M +$2.44M +57,468 New
EP
96
Elkfork Partners
Oregon
$2.38M +$8.32K +196 +0.4%
AQR Capital Management
97
AQR Capital Management
Connecticut
$2.26M +$1.95M +45,946 +635%
Comerica Bank
98
Comerica Bank
Texas
$2.16M +$130K +2,926 +6%
RSCM
99
Rock Springs Capital Management
Maryland
$2.12M – – –
GHCM
100
Glen Harbor Capital Management
California
$1.87M +$6.54K +154 +0.4%
2 3
4
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