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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$105M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M
4
TCM
4
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
PC
3
PointState Capital
New York
$0
4
NCGI
4
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GGHC
76
Gilder Gagnon Howe & Co
New York
$4.21M -$69.9K -1,402 -2%
Swiss National Bank
77
Swiss National Bank
Switzerland
$4.19M +$543K +10,900 +15%
SI
78
Scout Investments
Missouri
$4.1M +$35.1K +705 +0.9%
RJFSA
79
Raymond James Financial Services Advisors
Florida
$3.98M +$579K +11,618 +17%
DCM
80
Driehaus Capital Management
Illinois
$3.88M +$888K +17,814 +30%
FP
81
Foundry Partners
Minnesota
$3.84M -$88.2K -1,770 -2%
FI
82
FCM Investments
Texas
$3.75M -$760K -15,251 -17%
AllianceBernstein
83
AllianceBernstein
Tennessee
$3.74M +$198K +3,980 +6%
PPA
84
Parametric Portfolio Associates
Washington
$3.65M -$1.53M -30,749 -30%
CRC
85
Curi RMB Capital
Illinois
$3.65M +$3.65M +73,202 New
AI
86
Axiom Investors
Connecticut
$3.64M +$773K +15,517 +27%
MAM
87
Morse Asset Management
Connecticut
$3.58M +$3.08M +61,795 +610%
FEG
88
Financial Enhancement Group
Indiana
$3.56M +$3.56M +71,456 New
PI
89
Putnam Investments
Massachusetts
$3.5M +$1.39M +27,796 +65%
OAM
90
Oberweis Asset Management
Illinois
$3.47M -$31.4K -630 -0.9%
PP
91
PDT Partners
New York
$3.42M – – –
Canada Life
92
Canada Life
Manitoba, Canada
$3.3M +$251K +5,035 +8%
Barclays
93
Barclays
United Kingdom
$3.16M +$2.33M +46,852 +283%
ECM
94
Engle Capital Management
Connecticut
$3.08M -$1.75M -35,150 -36%
MCIM
95
Meadow Creek Investment Management
Georgia
$2.97M -$415K -8,330 -12%
RJA
96
Raymond James & Associates
Florida
$2.86M +$715K +14,355 +33%
Macquarie Group
97
Macquarie Group
Australia
$2.72M -$280K -5,609 -9%
AQR Capital Management
98
AQR Capital Management
Connecticut
$2.68M +$27.7K +556 +1%
EI
99
EAM Investors
California
$2.64M +$2.64M +53,041 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$2.55M -$3.4M -68,250 -57%
2 3
4
5 6