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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$3.1M -$298K -4,922 -9%
EI
102
EAM Investors
California
$3.06M +$3.06M +50,607 New
NC
103
NBW Capital
Massachusetts
$3.06M -$1.12M -18,556 -27%
RJA
104
Raymond James & Associates
Florida
$2.95M +$586K +9,687 +25%
EP
105
Elkfork Partners
Oregon
$2.87M -$327K -5,404 -10%
GCP
106
GSA Capital Partners
United Kingdom
$2.55M +$970K +16,021 +61%
SMH
107
Sanders Morris Harris
Texas
$2.51M -$242K -4,000 -9%
FHAM
108
Folger Hill Asset Management
New York
$2.42M -$908K -15,000 -27%
ARTA
109
A.R.T. Advisors
New York
$2.42M +$1.38M +22,876 +134%
DCM
110
Driehaus Capital Management
Illinois
$2.3M +$2.3M +38,016 New
UBS AM
111
UBS AM
Illinois
$2.28M +$312K +5,148 +16%
MAM
112
Morse Asset Management
Connecticut
$2.28M +$850K +14,040 +60%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M -$38.3K -633 -2%
GHCM
114
Glen Harbor Capital Management
California
$2.25M -$257K -4,246 -10%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$2.22M -$189K -3,118 -8%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$2.1M +$195K +3,215 +10%
TPSF
117
Texas Permanent School Fund
Texas
$2.07M -$37.1K -613 -2%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$2.07M – – –
Public Sector Pension Investment Board (PSP Investments)
119
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.02M +$72.7K +1,200 +4%
AIG
120
American International Group
New York
$1.95M -$457K -7,547 -19%
ASN
121
Advisory Services Network
Georgia
$1.91M +$2.42K +40 +0.1%
FP
122
Foundry Partners
Minnesota
$1.88M -$4.9K -81 -0.3%
Los Angeles Capital Management
123
Los Angeles Capital Management
California
$1.88M -$9.39K -155 -0.5%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$1.82M +$200K +3,297 +12%
NA
125
Neuburgh Advisers
California
$1.64M -$187K -3,088 -10%
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5
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