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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
101
Raymond James & Associates
Florida
$4.36M +$276K +3,737 +7%
Federated Hermes
102
Federated Hermes
Pennsylvania
$4.33M -$8.13M -109,939 -65%
TCM
103
Tygh Capital Management
Oregon
$4.29M +$1.23M +16,606 +40%
USAA
104
United Services Automobile Association
Texas
$4.27M +$3.49M +47,190 +450%
MIM
105
MetLife Investment Management
New Jersey
$4.18M -$740 -10 -0%
EP
106
Elkfork Partners
Oregon
$4.09M +$215K +2,912 +6%
Barclays
107
Barclays
United Kingdom
$3.64M +$1.67M +22,579 +85%
EVM
108
Eaton Vance Management
Massachusetts
$3.51M – – –
TI
109
Trexquant Investment
Connecticut
$3.44M +$1.7M +22,934 +98%
DSAM
110
Dock Street Asset Management
Florida
$3.23M +$3.23M +43,712 New
GHCM
111
Glen Harbor Capital Management
California
$3.21M +$169K +2,288 +6%
NC
112
NBW Capital
Massachusetts
$3.21M +$223K +3,008 +7%
AIM
113
Axiom Investment Management
New York
$3.11M -$1.85K -25 -0.1%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$2.96M +$2.96M +40,000 New
MAM
115
Morse Asset Management
Connecticut
$2.9M +$357K +4,820 +14%
ASRS
116
Arizona State Retirement System
Arizona
$2.88M +$1.26K +17 +0%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$2.77M +$329K +4,451 +13%
Comerica Bank
118
Comerica Bank
Texas
$2.75M -$24.7K -316 -0.9%
TPSF
119
Texas Permanent School Fund
Texas
$2.73M +$98.7K +1,335 +4%
Prudential Financial
120
Prudential Financial
New Jersey
$2.59M -$16.9M -227,770 -87%
Canada Life
121
Canada Life
Manitoba, Canada
$2.44M +$64.2K +869 +3%
DM
122
Diker Management
New York
$2.44M +$925K +12,500 +61%
ASN
123
Advisory Services Network
Georgia
$2.37M +$109K +1,475 +5%
NA
124
Neuburgh Advisers
California
$2.34M +$123K +1,664 +6%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$2.34M +$2.59K +35 +0.1%
3 4
5
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