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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
101
Legal & General Group
United Kingdom
$3.34M +$201K +3,375 +6%
HCM
102
HMS Capital Management
Tennessee
$3.3M +$1.24M +15,246 +60%
RJA
103
Raymond James & Associates
Florida
$3.29M -$11.8K -198 -0.4%
EP
104
Elkfork Partners
Oregon
$3.13M -$76.8K -1,288 -2%
CRC
105
Curi RMB Capital
Illinois
$3.04M +$15K +252 +0.5%
MOACM
106
Mutual of America Capital Management
New York
$2.91M +$176K +2,951 +6%
BPB
107
Badgley, Phelps & Bell
Washington
$2.84M -$2.86M -47,977 -50%
EVM
108
Eaton Vance Management
Massachusetts
$2.83M -$8.47K -142 -0.3%
SSA
109
Schonfeld Strategic Advisors
New York
$2.6M +$1.46M +24,500 +129%
AIM
110
Axiom Investment Management
New York
$2.51M +$2.51M +42,025 New
TCM
111
Tygh Capital Management
Oregon
$2.47M +$2.47M +41,409 New
GHCM
112
Glen Harbor Capital Management
California
$2.46M -$60.4K -1,012 -2%
GPGA
113
Grandeur Peak Global Advisors
Utah
$2.41M +$500K +8,375 +26%
NC
114
NBW Capital
Massachusetts
$2.41M -$10.4K -175 -0.4%
ASRS
115
Arizona State Retirement System
Arizona
$2.32M +$29.6K +497 +1%
CSS
116
Cubist Systematic Strategies
Connecticut
$2.25M +$1.95M +32,686 +642%
Comerica Bank
117
Comerica Bank
Texas
$2.19M +$70.6K +1,141 +3%
1832 Asset Management
118
1832 Asset Management
Ontario, Canada
$2.18M +$310K +5,200 +17%
TPSF
119
Texas Permanent School Fund
Texas
$2.12M +$85.7K +1,437 +4%
MAM
120
Morse Asset Management
Connecticut
$2.05M -$146K -2,445 -7%
Jacobs Levy Equity Management
121
Jacobs Levy Equity Management
New Jersey
$2.04M +$1.08M +18,110 +113%
Jane Street
122
Jane Street
New York
$2.02M +$2.02M +33,932 New
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$1.97M +$7.46K +125 +0.4%
Squarepoint
124
Squarepoint
New York
$1.96M +$636K +10,666 +48%
MLICM
125
Metropolitan Life Insurance Company (MetLife)
New York
$1.9M +$12K +201 +0.6%
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5
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