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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
101
Eaton Vance Management
Massachusetts
$2.22M +$1.21K +26 +0.1%
ECM
102
Engle Capital Management
Connecticut
$2.19M – – –
SMH
103
Sanders Morris Harris
Texas
$2.12M – – –
GHCM
104
Glen Harbor Capital Management
California
$1.93M -$188K -4,026 -9%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.89M +$513K +10,987 +37%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$1.86M +$79.9K +1,713 +4%
AIG
107
American International Group
New York
$1.86M +$9.8K +210 +0.5%
MWNA
108
Marshall Wace North America
New York
$1.83M -$2.05M -43,883 -53%
RJA
109
Raymond James & Associates
Florida
$1.82M +$16.1K +345 +0.9%
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78M +$6.16K +132 +0.3%
PI
111
Putnam Investments
Massachusetts
$1.76M -$8.63K -185 -0.5%
GXMC
112
Global X Management Company
New York
$1.71M +$1.1M +23,556 +181%
TPSF
113
Texas Permanent School Fund
Texas
$1.62M -$115K -2,461 -7%
Eagle Capital Management (New York)
114
Eagle Capital Management (New York)
New York
$1.61M – – –
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
$1.59M +$21.7K +465 +1%
UBS AM
116
UBS AM
Illinois
$1.52M +$62.9K +1,348 +4%
Public Sector Pension Investment Board (PSP Investments)
117
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M – – –
CIA
118
Capital Impact Advisors
Massachusetts
$1.49M – – –
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$1.47M +$29K +621 +2%
ASN
120
Advisory Services Network
Georgia
$1.47M +$57.4K +1,230 +4%
Los Angeles Capital Management
121
Los Angeles Capital Management
California
$1.45M +$612K +13,130 +73%
FP
122
Foundry Partners
Minnesota
$1.45M -$2.13M -45,582 -59%
NA
123
Neuburgh Advisers
California
$1.41M -$137K -2,928 -9%
FWM
124
Frontier Wealth Management
Missouri
$1.28M – – –
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$1.25M -$317K -6,790 -20%
3 4
5
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