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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
76
Moody Lynn & Lieberson
Massachusetts
$7.99M +$7.99M +108,043 New
PPA
77
Parametric Portfolio Associates
Washington
$7.81M +$1.36M +18,353 +21%
Swiss National Bank
78
Swiss National Bank
Switzerland
$7.55M +$252K +3,400 +3%
California Public Employees Retirement System
79
California Public Employees Retirement System
California
$7.18M +$36K +487 +0.5%
MOACM
80
Mutual of America Capital Management
New York
$6.91M +$3.3M +44,566 +91%
TAM
81
Tiverton Asset Management
Delaware
$6.48M +$983K +13,291 +18%
IGGA
82
Iron Gate Global Advisors
Utah
$6.47M – – –
IWA
83
Inspirion Wealth Advisors
Illinois
$6.41M – – –
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.27M +$7.84K +106 +0.1%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$6.13M -$141K -1,902 -2%
BPB
86
Badgley, Phelps & Bell
Washington
$5.75M +$2.23M +30,129 +63%
CAM
87
Cortina Asset Management
Wisconsin
$5.73M +$114K +1,543 +2%
American Century Companies
88
American Century Companies
Missouri
$5.7M +$45.4K +614 +0.8%
Man Group
89
Man Group
United Kingdom
$5.68M +$4.18M +56,553 +281%
GGHC
90
Gilder Gagnon Howe & Co
New York
$5.55M -$131K -1,767 -2%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$5.44M +$414K +5,592 +8%
PC
92
Pier Capital
Connecticut
$5.24M +$599K +8,104 +13%
SI
93
Scout Investments
Missouri
$5.14M -$161K -2,171 -3%
First Trust Advisors
94
First Trust Advisors
Illinois
$5.03M -$2.89M -39,124 -37%
MCIM
95
Meadow Creek Investment Management
Georgia
$4.97M +$262K +3,536 +6%
Luther King Capital Management (LKCM)
96
Luther King Capital Management (LKCM)
Texas
$4.91M -$310K -4,185 -6%
Legal & General Group
97
Legal & General Group
United Kingdom
$4.57M +$430K +5,814 +10%
RA
98
Royce & Associates
New York
$4.56M – – –
RCM
99
Red Cedar Management
Utah
$4.44M +$4.44M +60,000 New
CRC
100
Curi RMB Capital
Illinois
$4.43M +$657K +8,885 +17%
2 3
4
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