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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
76
Luther King Capital Management (LKCM)
Texas
$4.96M -$567K -11,205 -10%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$4.85M +$185K +3,659 +4%
TA
78
Teachers Advisors
New York
$4.55M -$2.68K -53 -0.1%
Swiss National Bank
79
Swiss National Bank
Switzerland
$4.25M – – –
UBS Group
80
UBS Group
Switzerland
$4.24M -$1.56M -30,767 -27%
MWNA
81
Marshall Wace North America
New York
$4.24M +$4.24M +83,114 New
RJFSA
82
Raymond James Financial Services Advisors
Florida
$4.2M +$158K +3,132 +4%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$4.19M -$331K -6,552 -7%
SI
84
Scout Investments
Missouri
$4.17M +$3.79K +75 +0.1%
GGHC
85
Gilder Gagnon Howe & Co
New York
$4.15M -$122K -2,410 -3%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$4.04M -$431K -8,530 -10%
FP
87
Foundry Partners
Minnesota
$3.88M -$11.3K -224 -0.3%
AllianceBernstein
88
AllianceBernstein
Tennessee
$3.79M – – –
FI
89
FCM Investments
Texas
$3.68M -$120K -2,369 -3%
MCIM
90
Meadow Creek Investment Management
Georgia
$3.56M +$540K +10,676 +18%
OAM
91
Oberweis Asset Management
Illinois
$3.51M -$10.1K -200 -0.3%
Canada Life
92
Canada Life
Manitoba, Canada
$3.51M +$213K +4,280 +6%
NC
93
NBW Capital
Massachusetts
$3.45M +$1.56M +30,870 +83%
CS
94
Credit Suisse
Switzerland
$3.34M +$2.04M +40,245 +156%
PPA
95
Parametric Portfolio Associates
Washington
$3.26M -$442K -8,740 -12%
SAM
96
Silvercrest Asset Management
New York
$3.17M -$1.23M -24,260 -28%
Macquarie Group
97
Macquarie Group
Australia
$3.16M +$394K +7,784 +14%
EP
98
Elkfork Partners
Oregon
$2.93M +$445K +8,792 +18%
Comerica Bank
99
Comerica Bank
Texas
$2.68M +$393K +8,006 +17%
AQR Capital Management
100
AQR Capital Management
Connecticut
$2.67M -$43.5K -860 -2%
2 3
4
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