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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$58.9M
3
WA
3
Wasatch Advisors
Utah
$162M
4
Brown Advisory
4
Brown Advisory
Maryland
$47.1M
5
FAM
5
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.68M
2
Invesco
2
Invesco
Georgia
$113M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$19M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$11.2M -$72.4K -977 -0.6%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$11M +$225K +3,031 +2%
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$11M -$9.31M -125,683 -46%
PPA
79
Parametric Portfolio Associates
Washington
$10.4M +$946K +12,776 +10%
KCM
80
Kornitzer Capital Management
Kansas
$10.1M -$700K -9,455 -6%
Swiss National Bank
81
Swiss National Bank
Switzerland
$9.99M +$311K +4,200 +3%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$9.86M +$8.59M +116,035 +679%
Fuller & Thaler Asset Management
83
Fuller & Thaler Asset Management
California
$9.52M -$206K -2,778 -2%
RCM
84
Red Cedar Management
Utah
$8.9M +$926K +12,500 +12%
DSAM
85
Dock Street Asset Management
Florida
$8.85M – – –
SI
86
Scout Investments
Missouri
$8.67M -$163K -2,200 -2%
MLL
87
Moody Lynn & Lieberson
Massachusetts
$8.43M -$4.34M -58,585 -34%
AACP
88
Advantage Alpha Capital Partners
California
$7.9M +$7.9M +106,641 New
TCM
89
Tygh Capital Management
Oregon
$7.88M +$3.55M +47,938 +82%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$7.84M -$158K -2,137 -2%
PC
91
Pier Capital
Connecticut
$7.25M +$917K +12,383 +14%
CAM
92
ClariVest Asset Management
California
$7.11M -$3.55M -47,993 -33%
Legal & General Group
93
Legal & General Group
United Kingdom
$7M +$823K +11,112 +13%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$6.99M +$6.32M +85,341 +948%
Renaissance Technologies
95
Renaissance Technologies
New York
$6.68M -$63.5M -857,812 -90%
HighTower Advisors
96
HighTower Advisors
Illinois
$6.23M +$16.8K +227 +0.3%
PWA
97
Physician Wealth Advisors
Utah
$6.19M – – –
IGGA
98
Iron Gate Global Advisors
Utah
$6.18M -$359K -4,850 -5%
BPB
99
Badgley, Phelps & Bell
Washington
$5.93M -$395K -5,331 -6%
HCM
100
Hodges Capital Management
Texas
$5.84M -$5.19M -70,066 -47%
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4
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