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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AII
76
AGF Investments Inc
Ontario, Canada
$5.97M +$1.79M +30,000 +43%
Swiss National Bank
77
Swiss National Bank
Switzerland
$5.89M +$101K +1,700 +2%
California Public Employees Retirement System
78
California Public Employees Retirement System
California
$5.76M +$926K +15,530 +19%
IGGA
79
Iron Gate Global Advisors
Utah
$5.22M -$10.8K -181 -0.2%
PPA
80
Parametric Portfolio Associates
Washington
$5.2M -$2.98M -49,912 -36%
IWA
81
Inspirion Wealth Advisors
Illinois
$5.17M -$793K -13,300 -13%
Nuveen Asset Management
82
Nuveen Asset Management
Illinois
$5.13M +$3.22K +54 +0.1%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$5.06M +$117K +1,969 +2%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.05M +$2.79M +46,805 +124%
Allianz Asset Management
85
Allianz Asset Management
Germany
$4.88M +$4.88M +81,791 New
GGHC
86
Gilder Gagnon Howe & Co
New York
$4.58M -$28.5K -477 -0.6%
American Century Companies
87
American Century Companies
Missouri
$4.56M -$180K -3,013 -4%
CAM
88
Cortina Asset Management
Wisconsin
$4.53M +$761K +12,759 +20%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$4.45M -$125K -2,103 -3%
TAM
90
Tiverton Asset Management
Delaware
$4.43M – – –
SI
91
Scout Investments
Missouri
$4.27M -$453K -7,590 -10%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$4.21M -$97.8K -1,640 -2%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$4.19M +$4.19M +70,200 New
Citadel Advisors
94
Citadel Advisors
Florida
$4.08M +$2.68M +44,974 +193%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$4.05M -$2.54M -42,508 -39%
BCM
96
Bluefin Capital Management
New York
$4.05M +$4.05M +67,819 New
MCIM
97
Meadow Creek Investment Management
Georgia
$3.8M -$93.3K -1,564 -2%
PC
98
Pier Capital
Connecticut
$3.74M -$2.24M -37,558 -37%
RA
99
Royce & Associates
New York
$3.68M -$3.32M -55,638 -47%
MIM
100
MetLife Investment Management
New Jersey
$3.37M -$3.88K -65 -0.1%
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