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HealthEquity
HQY

Overview Fund Activity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
BlackRock
2
BlackRock
New York
$493M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
JSP
4
Jackson Square Partners
California
$193M
5
FAM
5
Fred Alger Management
New York
$83.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.69M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.16M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$4.6M -$2.28M -39,893 -33%
UBS AM
102
UBS AM
Illinois
$4.49M +$1.23M +21,466 +38%
EP
103
Elkfork Partners
Oregon
$4.48M +$1.1M +19,236 +33%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$4.46M +$666K +11,658 +18%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$4.32M +$510K +8,922 +13%
SSA
106
Schonfeld Strategic Advisors
New York
$4.26M -$4.52M -79,118 -51%
MIM
107
MetLife Investment Management
New Jersey
$4.08M +$664K +11,618 +19%
IWA
108
Inspirion Wealth Advisors
Illinois
$4M – – –
GGHC
109
Gilder Gagnon Howe & Co
New York
$3.86M -$30.2K -528 -0.8%
AII
110
AGF Investments Inc
Ontario, Canada
$3.71M +$3.71M +65,000 New
GHCM
111
Glen Harbor Capital Management
California
$3.52M +$864K +15,114 +33%
TCM
112
Tygh Capital Management
Oregon
$3.34M -$1.04M -18,193 -24%
Russell Investments Group
113
Russell Investments Group
United Kingdom
$3.24M -$341K -5,973 -10%
Comerica Bank
114
Comerica Bank
Texas
$3.01M +$1.25M +22,430 +71%
Squarepoint
115
Squarepoint
New York
$2.94M +$302K +5,285 +11%
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$2.88M +$720K +12,603 +33%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$2.78M -$2.57K -45 -0.1%
Deutsche Bank
118
Deutsche Bank
Germany
$2.75M -$15.7M -274,452 -85%
TPSF
119
Texas Permanent School Fund
Texas
$2.75M +$630K +11,031 +30%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$2.71M +$2.71M +47,500 New
EVM
121
Eaton Vance Management
Massachusetts
$2.71M – – –
Citadel Advisors
122
Citadel Advisors
Florida
$2.69M -$25.8M -452,301 -91%
Prudential Financial
123
Prudential Financial
New Jersey
$2.66M +$358K +6,272 +16%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$2.61M -$776K -13,575 -23%
NA
125
Neuburgh Advisers
California
$2.56M +$628K +10,992 +33%
3 4
5
6 7