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HealthEquity
HQY

Overview Fund Activity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
BlackRock
2
BlackRock
New York
$493M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
JSP
4
Jackson Square Partners
California
$193M
5
FAM
5
Fred Alger Management
New York
$83.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.69M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.16M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
Putnam Investments
Massachusetts
$7.94M -$80.5K -1,409 -1%
Fuller & Thaler Asset Management
77
Fuller & Thaler Asset Management
California
$7.5M +$7.5M +131,268 New
Swiss National Bank
78
Swiss National Bank
Switzerland
$7.47M +$1.5M +26,200 +25%
PPA
79
Parametric Portfolio Associates
Washington
$7.27M +$1.41M +24,611 +24%
Stifel Financial
80
Stifel Financial
Missouri
$7.2M -$4.78M -83,579 -40%
AQR Capital Management
81
AQR Capital Management
Connecticut
$7.13M +$3.09M +54,109 +76%
DSAM
82
Dock Street Asset Management
Florida
$6.83M +$11.9K +208 +0.2%
SI
83
Scout Investments
Missouri
$6.82M +$233K +4,075 +4%
GAM
84
Gotham Asset Management
New York
$6.52M +$2.65M +46,457 +69%
TAM
85
Tiverton Asset Management
Delaware
$6.19M +$1.13M +19,772 +22%
SCA
86
Summit Creek Advisors
Minnesota
$6.17M +$6.17M +107,953 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$6.17M +$766K +13,408 +14%
RCM
88
Red Cedar Management
Utah
$6.15M +$2.4M +42,000 +64%
RA
89
Royce & Associates
New York
$5.95M +$2.43M +42,500 +69%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.92M +$693K +12,132 +13%
MCIM
91
Meadow Creek Investment Management
Georgia
$5.43M +$1.33M +23,358 +33%
PWA
92
Physician Wealth Advisors
Utah
$5.42M +$5.42M +85,129 New
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$5.37M +$3.69M +64,535 +219%
PAM
94
Panagora Asset Management
Massachusetts
$5.23M – – –
American Century Companies
95
American Century Companies
Missouri
$5.12M -$9.49M -166,016 -65%
IGGA
96
Iron Gate Global Advisors
Utah
$5.04M – – –
PC
97
Pier Capital
Connecticut
$4.89M +$706K +12,363 +17%
BPB
98
Badgley, Phelps & Bell
Washington
$4.88M +$167K +2,924 +4%
HighTower Advisors
99
HighTower Advisors
Illinois
$4.79M -$266K -4,662 -5%
Legal & General Group
100
Legal & General Group
United Kingdom
$4.76M +$1.03M +17,958 +27%
2 3
4
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