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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
76
Scout Investments
Missouri
$5.63M +$5.63M +93,025 New
NIP
77
Nicholas Investment Partners
California
$5.52M -$1.66M -27,440 -23%
Swiss National Bank
78
Swiss National Bank
Switzerland
$5.38M +$176K +2,900 +3%
HCM
79
Hodges Capital Management
Texas
$5.15M +$5.15M +85,100 New
RJFSA
80
Raymond James Financial Services Advisors
Florida
$5.07M -$73.3K -1,210 -1%
TAM
81
Tiverton Asset Management
Delaware
$4.98M -$1.43M -23,608 -22%
ASRS
82
Arizona State Retirement System
Arizona
$4.92M -$309K -5,100 -6%
LCM
83
Lucha Capital Management
California
$4.84M -$4.83M -79,741 -50%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$4.81M -$454K -7,495 -9%
GGHC
85
Gilder Gagnon Howe & Co
New York
$4.77M -$92.1K -1,521 -2%
Macquarie Group
86
Macquarie Group
Australia
$4.67M +$866K +14,303 +23%
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$4.66M -$102K -1,687 -2%
CRC
88
Curi RMB Capital
Illinois
$4.57M -$1.14M -18,817 -20%
AllianceBernstein
89
AllianceBernstein
Tennessee
$4.49M -$2.36M -39,020 -34%
GXMC
90
Global X Management Company
New York
$4.21M +$1.99M +32,880 +90%
Canada Life
91
Canada Life
Manitoba, Canada
$4.03M -$42K -693 -1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$4.02M -$294K -4,854 -7%
Axa
93
Axa
France
$3.93M +$730K +12,051 +23%
SAM
94
Silvercrest Asset Management
New York
$3.8M – – –
GPGA
95
Grandeur Peak Global Advisors
Utah
$3.65M +$2.12M +35,000 +138%
Comerica Bank
96
Comerica Bank
Texas
$3.65M +$90.1K +1,361 +3%
First Trust Advisors
97
First Trust Advisors
Illinois
$3.53M -$2.22M -36,699 -39%
MCIM
98
Meadow Creek Investment Management
Georgia
$3.48M -$397K -6,562 -10%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.36M -$485K -8,019 -13%
PC
100
Pier Capital
Connecticut
$3.18M -$3.89M -64,226 -55%
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