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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
76
Royce & Associates
New York
$4.11M -$2.38M -51,034 -37%
Luther King Capital Management (LKCM)
77
Luther King Capital Management (LKCM)
Texas
$4.06M -$518K -11,110 -11%
ASRS
78
Arizona State Retirement System
Arizona
$4.03M +$2.8M +59,921 +226%
Swiss National Bank
79
Swiss National Bank
Switzerland
$4.01M +$84K +1,800 +2%
Prudential Financial
80
Prudential Financial
New Jersey
$4M -$892K -19,120 -18%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$3.96M +$89.4K +1,917 +2%
GGHC
82
Gilder Gagnon Howe & Co
New York
$3.75M -$80.1K -1,716 -2%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$3.67M -$56.9K -1,220 -2%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$3.61M +$3.61M +77,287 New
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$3.33M -$534K -11,443 -14%
NC
86
NBW Capital
Massachusetts
$3.23M +$46.7K +1,001 +1%
Canada Life
87
Canada Life
Manitoba, Canada
$3.13M -$157K -3,363 -5%
FI
88
FCM Investments
Texas
$3.07M -$324K -6,944 -10%
MCIM
89
Meadow Creek Investment Management
Georgia
$2.99M -$290K -6,222 -9%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.96M -$2.33M -50,000 -44%
Macquarie Group
91
Macquarie Group
Australia
$2.93M +$17.2K +368 +0.6%
SAM
92
Silvercrest Asset Management
New York
$2.93M – – –
TCM
93
Tygh Capital Management
Oregon
$2.77M +$2.77M +59,422 New
Comerica Bank
94
Comerica Bank
Texas
$2.63M -$45.9K -938 -2%
Barclays
95
Barclays
United Kingdom
$2.62M +$2.15M +46,145 +460%
FHAM
96
Folger Hill Asset Management
New York
$2.57M +$2.57M +55,000 New
Axa
97
Axa
France
$2.47M +$216K +4,619 +10%
EP
98
Elkfork Partners
Oregon
$2.46M -$239K -5,124 -9%
Federated Hermes
99
Federated Hermes
Pennsylvania
$2.41M +$1.03M +22,000 +74%
PI
100
PineBridge Investments
New York
$2.36M +$1.09M +23,330 +86%
2 3
4
5 6