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HealthEquity
HQY

Overview Fund Activity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$95.7M
2
Invesco
2
Invesco
Georgia
$62.5M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$14.2M
4
WRF
4
Waddell & Reed Financial
Kansas
$30.6M
5
GIP
5
Granite Investment Partners
California
$9.93M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$20.6M
2
Millennium Management
2
Millennium Management
New York
$1.92M
3
Wells Fargo
3
Wells Fargo
California
$118M
4
BAMCO Inc
4
BAMCO Inc
New York
$42.5M
5
CC
5
Crosslink Capital
California
$8.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Denver Investment Advisors
Colorado
$203K +$203K +6,680 New
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$184K +$56.2K +1,850 +44%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$138K +$138K +4,550 New
PI
129
PineBridge Investments
New York
$137K +$5.69K +186 +4%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$130K -$130K -4,293 -50%
BlackRock
131
BlackRock
New York
$109K +$39.3K +1,297 +56%
MAM
132
Meeder Asset Management
Ohio
$104K -$211K -6,933 -67%
QT
133
Quantbot Technologies
New York
$97K +$97K +3,209 New
Victory Capital Management
134
Victory Capital Management
Texas
$81K +$35.3K +1,160 +77%
AP
135
Advisors Preferred
Maryland
$76K +$76K +2,503 New
RCM
136
Riverhead Capital Management
Delaware
$55K -$29.2K -2,539 -35%
LIA
137
LS Investment Advisors
Michigan
$44K +$4.32K +142 +11%
AIM
138
Arcadia Investment Management
Michigan
$42K +$42K +1,384 New
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$31K – – –
NIT
140
NumerixS Investment Technologies
British Columbia, Canada
$30K +$30K +1,000 New
DADC
141
D.A. Davidson & Co
Montana
$25K +$11K +368 +79%
SAM
142
Solaris Asset Management
New York
$24K – – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$24K +$24K +790 New
SWA
144
Sutton Wealth Advisors
Florida
$19.8K – – –
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$15K – – –
US Bancorp
146
US Bancorp
Minnesota
$3K +$3K +87 New
VCM
147
Versant Capital Management
Arizona
$2K – – –
TWA
148
TCI Wealth Advisors
Arizona
$2K +$2K +54 New
QCG
149
Quadrant Capital Group
Ohio
$1K – – –
UOC
150
UBS O'Connor
Illinois
– -$3.23M -130,988 Closed
3 4 5
6
7