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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Axa
101
Axa
France
$2.44M +$2.44M +48,247 New
EVM
102
Eaton Vance Management
Massachusetts
$2.4M +$658 +13 +0%
ECM
103
Engle Capital Management
Connecticut
$2.38M -$754K -14,900 -24%
SMH
104
Sanders Morris Harris
Texas
$2.3M +$2.3M +45,500 New
GHCM
105
Glen Harbor Capital Management
California
$2.3M +$349K +6,908 +18%
DCM
106
Driehaus Capital Management
Illinois
$2.12M -$1.82M -35,952 -46%
MAM
107
Morse Asset Management
Connecticut
$2.08M -$1.56M -30,750 -43%
EI
108
EAM Investors
California
$2.06M -$620K -12,256 -23%
AIG
109
American International Group
New York
$2M +$151K +2,993 +8%
RJA
110
Raymond James & Associates
Florida
$1.96M -$950K -18,782 -33%
ARTA
111
A.R.T. Advisors
New York
$1.94M +$486K +9,600 +33%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$1.93M -$122K -2,410 -6%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.93M -$38.6K -763 -2%
PI
114
Putnam Investments
Massachusetts
$1.92M -$1.63M -32,320 -46%
TPSF
115
Texas Permanent School Fund
Texas
$1.88M +$245K +4,851 +15%
Eagle Capital Management (New York)
116
Eagle Capital Management (New York)
New York
$1.75M – – –
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$1.71M – – –
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$1.7M +$617K +12,200 +57%
New York State Teachers Retirement System (NYSTRS)
119
New York State Teachers Retirement System (NYSTRS)
New York
$1.7M +$126K +2,500 +8%
NA
120
Neuburgh Advisers
California
$1.67M +$254K +5,024 +18%
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.62M +$476K +9,416 +41%
HCMT
122
Highland Capital Management (Texas)
Texas
$1.62M +$1.62M +32,000 New
CIA
123
Capital Impact Advisors
Massachusetts
$1.61M +$1.61M +31,827 New
UBS AM
124
UBS AM
Illinois
$1.58M +$146K +2,896 +10%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$1.56M -$1.03M -20,353 -40%
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5
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