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HealthEquity
HQY

Overview Fund Activity

130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
34
Closed
12
Calls
$3.76M
Puts
$1.35M
Net Calls
+$2.42M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Invesco
2
Invesco
Georgia
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$73.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.57M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$354M
2
NPGCU
2
Napier Park Global Capital (US)
New York
$49.5M
3
Franklin Resources
3
Franklin Resources
California
$30.1M
4
SIMG
4
Stephens Investment Management Group
Texas
$23.5M
5
CAM
5
Cortina Asset Management
Wisconsin
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
101
Meeder Asset Management
Ohio
$306K 10,345 +10,345 New
CAM
102
Capstone Asset Management
Texas
$301K 10,200 +10,200 New
Jennison Associates
103
Jennison Associates
New York
$295K 9,976 +9,976 New
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$282K 9,540 – –
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$254K 8,586 +8,586 New
KeyBank National Association
106
KeyBank National Association
Ohio
$234K 7,914 +1,500 +23%
Stifel Financial
107
Stifel Financial
Missouri
$230K 7,800 +7,800 New
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$204K 6,890 +6,890 New
Legal & General Group
109
Legal & General Group
United Kingdom
$183K 6,250 +1,335 +27%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$156K 5,275 +9 +0.2%
MSA
111
Mason Street Advisors
Wisconsin
$151K 5,098 +495 +11%
PI
112
PineBridge Investments
New York
$129K 4,338 +409 +10%
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$117K 3,974 +2,775 +231%
Citigroup
114
Citigroup
New York
$110K 3,712 -47,457 -93%
Victory Capital Management
115
Victory Capital Management
Texas
$60K 2,035 +2,035 New
Canada Life
116
Canada Life
Manitoba, Canada
$54K 1,809 – –
OA
117
OFI Advisors
Pennsylvania
$47K 1,578 -10,274 -87%
BlackRock
118
BlackRock
New York
$45K 1,520 +721 +90%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$43K 1,455 +12 +0.8%
LIA
120
LS Investment Advisors
Michigan
$39K 1,304 – –
TRCT
121
Tower Research Capital (TRC)
New York
$39K 1,318 +1,318 New
SAM
122
Solaris Asset Management
New York
$23K 775 +775 New
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$18K 596 +37 +7%
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$10K 332 +332 New
Barclays
125
Barclays
United Kingdom
$6K 190 -504 -73%
2 3 4
5
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