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HealthEquity
HQY

Overview Fund Activity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M
2
Invesco
2
Invesco
Georgia
$62.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$30.6M
5
GIP
5
Granite Investment Partners
California
$9.93M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$20.6M
2
Millennium Management
2
Millennium Management
New York
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
BAMCO Inc
4
BAMCO Inc
New York
$42.5M
5
CC
5
Crosslink Capital
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
101
UBS AM
Illinois
$741K +$72.9K +2,400 +11%
SAM
102
Silvercrest Asset Management
New York
$737K -$129K -4,240 -15%
California Public Employees Retirement System
103
California Public Employees Retirement System
California
$675K – – –
Commonwealth Equity Services
104
Commonwealth Equity Services
Massachusetts
$586K -$984K -32,387 -63%
State Board of Administration of Florida Retirement System
105
State Board of Administration of Florida Retirement System
Florida
$581K +$206K +6,780 +55%
ASRS
106
Arizona State Retirement System
Arizona
$559K +$9.12K +300 +2%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$552K +$89.1K +2,932 +19%
SB
108
Suntrust Banks
Georgia
$499K +$499K +16,486 New
Citigroup
109
Citigroup
New York
$478K -$437K -14,398 -48%
LSERS
110
Louisiana State Employees Retirement System
Louisiana
$477K +$3.04K +100 +0.6%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$453K -$41.3K -1,358 -8%
First Trust Advisors
112
First Trust Advisors
Illinois
$410K +$410K +13,488 New
KeyBank National Association
113
KeyBank National Association
Ohio
$379K – – –
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$365K – – –
TG
115
TCW Group
California
$334K -$534K -17,553 -62%
CAM
116
Capstone Asset Management
Texas
$325K +$14.6K +480 +5%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$296K -$4.14M -136,275 -93%
Legal & General Group
118
Legal & General Group
United Kingdom
$291K +$58.8K +1,960 +25%
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$271K +$271K +8,925 New
Bank of America
120
Bank of America
North Carolina
$252K -$130K -4,275 -34%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$234K +$6.37K +210 +3%
PA
122
Profund Advisors
Maryland
$228K +$228K +7,491 New
AQR Capital Management
123
AQR Capital Management
Connecticut
$210K -$585K -19,237 -74%
MSA
124
Mason Street Advisors
Wisconsin
$210K +$20.1K +661 +11%
BCM
125
Bayesian Capital Management
New York
$209K +$209K +6,880 New
3 4
5
6 7