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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$177M
2
BlackRock
2
BlackRock
New York
$475M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.6M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47M
5
Ameriprise
5
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIM
101
Meadow Creek Investment Management
Georgia
$4.69M +$300K +4,590 +7%
AQR Capital Management
102
AQR Capital Management
Connecticut
$4.62M +$2.7M +41,516 +141%
IWA
103
Inspirion Wealth Advisors
Illinois
$4.58M -$1.09M -16,700 -19%
RJA
104
Raymond James & Associates
Florida
$4.46M +$606K +9,268 +16%
GGHC
105
Gilder Gagnon Howe & Co
New York
$4.45M -$452K -6,915 -9%
GAM
106
Gotham Asset Management
New York
$4.42M +$4.42M +67,637 New
RJFSA
107
Raymond James Financial Services Advisors
Florida
$4.36M -$443K -6,779 -9%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$4.35M +$3.38M +51,705 +351%
RCM
109
Red Cedar Management
Utah
$4.29M +$367K +5,616 +9%
Legal & General Group
110
Legal & General Group
United Kingdom
$4.28M +$239K +3,650 +6%
Russell Investments Group
111
Russell Investments Group
United Kingdom
$4.1M +$2.36M +36,117 +136%
RA
112
Royce & Associates
New York
$4.03M – – –
MIM
113
MetLife Investment Management
New Jersey
$3.91M +$208K +3,180 +6%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$3.87M +$3.75M +57,329 +3,025%
EP
115
Elkfork Partners
Oregon
$3.86M +$247K +3,780 +7%
UBS AM
116
UBS AM
Illinois
$3.73M -$19.3M -295,213 -84%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$3.72M +$2.13M +32,626 +135%
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.25M +$2.11M +32,325 +186%
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$3.18M -$1.15M -17,655 -27%
CRC
120
Curi RMB Capital
Illinois
$3.18M -$733K -11,203 -19%
EVM
121
Eaton Vance Management
Massachusetts
$3.1M – – –
GHCM
122
Glen Harbor Capital Management
California
$3.04M +$194K +2,970 +7%
Squarepoint
123
Squarepoint
New York
$3.02M -$8.83M -135,050 -75%
SEC
124
Seven Eight Capital
New York
$2.99M +$2.99M +45,700 New
NC
125
NBW Capital
Massachusetts
$2.95M +$116K +1,780 +4%
3 4
5
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