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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$58.9M
3
WA
3
Wasatch Advisors
Utah
$162M
4
Brown Advisory
4
Brown Advisory
Maryland
$47.1M
5
FAM
5
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.68M
2
Invesco
2
Invesco
Georgia
$113M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$19M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
101
Barclays
United Kingdom
$5.75M +$2.97M +40,143 +107%
UBS AM
102
UBS AM
Illinois
$5.66M -$162K -2,182 -3%
MIM
103
MetLife Investment Management
New Jersey
$5.26M -$28.9K -390 -0.5%
IWA
104
Inspirion Wealth Advisors
Illinois
$5.19M – – –
GGHC
105
Gilder Gagnon Howe & Co
New York
$4.96M -$44.3K -598 -0.9%
UBS Group
106
UBS Group
Switzerland
$4.88M -$1.07M -14,507 -18%
AII
107
AGF Investments Inc
Ontario, Canada
$4.82M – – –
Los Angeles Capital Management
108
Los Angeles Capital Management
California
$4.68M -$2.29M -30,915 -33%
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$4.56M +$4.56M +61,509 New
BBVA
110
Banco Bilbao Vizcaya Argentaria
Spain
$4.41M +$4.41M +59,582 New
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$3.98M +$456K +6,160 +13%
SG Americas Securities
112
SG Americas Securities
New York
$3.93M +$2.5M +33,706 +174%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$3.93M +$203K +2,741 +5%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.8M -$3.87M -52,250 -50%
Comerica Bank
115
Comerica Bank
Texas
$3.74M +$7.86K +114 +0.2%
Prudential Financial
116
Prudential Financial
New Jersey
$3.73M +$284K +3,837 +8%
Luther King Capital Management (LKCM)
117
Luther King Capital Management (LKCM)
Texas
$3.6M -$6.3K -85 -0.2%
TPSF
118
Texas Permanent School Fund
Texas
$3.59M +$30.7K +415 +0.9%
EVM
119
Eaton Vance Management
Massachusetts
$3.51M – – –
Russell Investments Group
120
Russell Investments Group
United Kingdom
$3.41M -$793K -10,719 -19%
AQR Capital Management
121
AQR Capital Management
Connecticut
$3.35M -$5.85M -79,446 -64%
Citigroup
122
Citigroup
New York
$3.18M +$2.18M +29,456 +219%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$3.12M -$9.04K -122 -0.3%
MAM
124
Morse Asset Management
Connecticut
$3.1M +$1.4M +18,915 +83%
NC
125
NBW Capital
Massachusetts
$3.07M -$111K -1,499 -3%
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5
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