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HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$237M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
5
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
2
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$39M
5
JHIU
5
Janus Henderson Investors US
Colorado
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$1.83M -$603K -14,194 -25%
PI
102
Putnam Investments
Massachusetts
$1.8M +$385K +9,079 +27%
AHC
103
Anderson Hoagland & Co
Missouri
$1.8M -$9.98K -235 -0.6%
State of Tennessee, Department of Treasury
104
State of Tennessee, Department of Treasury
Tennessee
$1.72M +$260K +6,117 +18%
NC
105
NBW Capital
Massachusetts
$1.57M +$726K +17,098 +86%
Stifel Financial
106
Stifel Financial
Missouri
$1.57M +$1.1M +26,369 +235%
CS
107
Credit Suisse
Switzerland
$1.54M -$1.7M -39,945 -52%
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$1.5M +$178K +4,200 +14%
FWM
109
Frontier Wealth Management
Missouri
$1.49M -$212K -5,000 -13%
Eagle Capital Management (New York)
110
Eagle Capital Management (New York)
New York
$1.47M -$21.2K -500 -1%
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.43M +$169K +3,981 +13%
Renaissance Technologies
112
Renaissance Technologies
New York
$1.43M +$1.43M +33,600 New
NA
113
Neuburgh Advisers
California
$1.36M +$4.75K +112 +0.4%
TPSF
114
Texas Permanent School Fund
Texas
$1.35M +$19.4K +457 +1%
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.32M +$34K +800 +3%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$1.3M -$14.6K -345 -1%
ERSOT
117
Employees Retirement System of Texas
Texas
$1.27M – – –
ASN
118
Advisory Services Network
Georgia
$1.21M +$1.21M +28,470 New
HHC
119
Hutchin Hill Capital
New York
$1.19M +$1.19M +28,000 New
OCM
120
Osterweis Capital Management
California
$1.19M +$1.19M +27,955 New
PI
121
PineBridge Investments
New York
$1.16M +$335K +7,889 +41%
SO
122
STRS Ohio
Ohio
$1.13M -$25.5K -600 -2%
AIG
123
American International Group
New York
$1.11M -$231K -5,450 -17%
SCM
124
Sterling Capital Management
North Carolina
$1.11M +$249K +5,861 +29%
EVM
125
Eaton Vance Management
Massachusetts
$1.06M +$85 +2 +0%
3 4
5
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