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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
101
Arizona State Retirement System
Arizona
$840K +$144K +3,800 +21%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$812K +$88.2K +2,330 +12%
ERSOT
103
Employees Retirement System of Texas
Texas
$795K -$833K -22,000 -51%
EA
104
Emerald Acquisition
Washington
$780K -$1.2M -31,816 -61%
NC
105
NBW Capital
Massachusetts
$769K -$1.26M -33,202 -62%
Two Sigma Investments
106
Two Sigma Investments
New York
$738K +$738K +19,500 New
LSERS
107
Louisiana State Employees Retirement System
Louisiana
$719K +$125K +3,300 +21%
LCG
108
Lisanti Capital Growth
New York
$666K +$666K +17,590 New
SB
109
Suntrust Banks
Georgia
$613K -$10.3K -272 -2%
Citigroup
110
Citigroup
New York
$520K -$76.2K -2,013 -13%
Federated Hermes
111
Federated Hermes
Pennsylvania
$508K -$33.9M -895,675 -99%
HW
112
Hancock Whitney
Mississippi
$500K +$500K +13,200 New
CGH
113
Crossmark Global Holdings
Texas
$488K +$488K +9,650 New
CAM
114
Capstone Asset Management
Texas
$480K +$75K +1,980 +19%
AIA
115
Allegis Investment Advisors
Idaho
$473K -$1.23M -32,500 -72%
AA
116
ALPS Advisors
Colorado
$466K +$466K +12,306 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$454K – – –
DWM
118
Dorchester Wealth Management
Quebec, Canada
$454K +$454K +12,000 New
KeyBank National Association
119
KeyBank National Association
Ohio
$452K -$20.5K -540 -4%
CM
120
Crestline Management
Texas
$450K +$450K +11,892 New
HCM
121
HMS Capital Management
Tennessee
$393K +$393K +10,371 New
Bank of America
122
Bank of America
North Carolina
$389K +$76.3K +2,016 +24%
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
$371K +$371K +9,800 New
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$368K – – –
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$366K -$198K -5,219 -35%
3 4
5
6 7