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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$177M
2
BlackRock
2
BlackRock
New York
$475M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.6M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47M
5
Ameriprise
5
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
76
Kornitzer Capital Management
Kansas
$8.71M +$1.04M +15,865 +14%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.2M +$188K +2,879 +2%
Man Group
78
Man Group
United Kingdom
$8.17M +$3.16M +48,252 +63%
UBS Group
79
UBS Group
Switzerland
$7.87M -$932K -14,257 -11%
MLL
80
Moody Lynn & Lieberson
Massachusetts
$7.86M +$790K +12,080 +11%
DSAM
81
Dock Street Asset Management
Florida
$7.8M +$4.94M +75,584 +173%
MOACM
82
Mutual of America Capital Management
New York
$7.76M +$1.65M +25,238 +27%
SI
83
Scout Investments
Missouri
$7.54M +$2.99M +45,769 +66%
Swiss National Bank
84
Swiss National Bank
Switzerland
$6.83M +$157K +2,400 +2%
PPA
85
Parametric Portfolio Associates
Washington
$6.71M -$191K -2,918 -3%
CSS
86
Cubist Systematic Strategies
Connecticut
$6.5M +$5.71M +87,252 +720%
CAM
87
ClariVest Asset Management
California
$6.4M +$6.4M +97,909 New
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$6.18M +$759K +11,604 +14%
PAM
89
Panagora Asset Management
Massachusetts
$5.98M +$5.98M +91,435 New
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.98M +$440K +6,728 +8%
TAM
91
Tiverton Asset Management
Delaware
$5.79M +$61.1K +934 +1%
HighTower Advisors
92
HighTower Advisors
Illinois
$5.79M -$2.7M -41,317 -32%
IGGA
93
Iron Gate Global Advisors
Utah
$5.77M +$51.4K +786 +0.9%
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$5.58M -$763K -11,670 -12%
USAA
95
United Services Automobile Association
Texas
$5.46M +$1.69M +25,807 +45%
BPB
96
Badgley, Phelps & Bell
Washington
$5.39M +$309K +4,727 +6%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$5.13M +$5.13M +78,382 New
Barclays
98
Barclays
United Kingdom
$5.12M +$1.91M +29,131 +59%
TCM
99
Tygh Capital Management
Oregon
$5.01M +$1.22M +18,613 +32%
PC
100
Pier Capital
Connecticut
$4.79M +$158K +2,422 +3%
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4
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