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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Eagle Capital Management (New York)
101
Eagle Capital Management (New York)
New York
$1.42M 35,000 – –
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$1.4M 34,417 – –
PI
103
Putnam Investments
Massachusetts
$1.35M 33,387 +437 +1%
NA
104
Neuburgh Advisers
California
$1.29M 31,856 +31,856 New
AIG
105
American International Group
New York
$1.28M 31,600 -463 -1%
TPSF
106
Texas Permanent School Fund
Texas
$1.27M 31,351 -1,394 -4%
Barclays
107
Barclays
United Kingdom
$1.27M 31,230 +30,115 +2,701%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$1.26M 31,051 +500 +2%
MLICM
109
Metropolitan Life Insurance Company (MetLife)
New York
$1.25M 30,926 -740 -2%
Public Sector Pension Investment Board (PSP Investments)
110
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.23M 30,300 – –
ERSOT
111
Employees Retirement System of Texas
Texas
$1.22M 30,000 +9,000 +43%
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.2M 29,679 -152 -0.5%
CG
113
Cutler Group
California
$1.17M 28,810 +21,432 +290%
SO
114
STRS Ohio
Ohio
$1.11M 27,300 +27,300 New
EVM
115
Eaton Vance Management
Massachusetts
$1.02M 25,043 +11 +0%
HCM
116
Highbridge Capital Management
New York
$1M 24,777 +24,777 New
ASRS
117
Arizona State Retirement System
Arizona
$895K 22,097 -100 -0.5%
State Board of Administration of Florida Retirement System
118
State Board of Administration of Florida Retirement System
Florida
$893K 22,039 +590 +3%
LPL Financial
119
LPL Financial
California
$889K 22,108 -4,212 -16%
LCG
120
Lisanti Capital Growth
New York
$859K 21,200 +3,610 +21%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$848K 20,600 +20,600 New
HMS
122
Hanseatic Management Services
New Mexico
$838K 20,677 +20,677 New
SCM
123
Sterling Capital Management
North Carolina
$820K 20,232 +20,232 New
NC
124
NBW Capital
Massachusetts
$805K 19,876 -447 -2%
PI
125
PineBridge Investments
New York
$789K 19,471 +14,006 +256%
3 4
5
6 7