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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$108M
2
Federated Hermes
Federated Hermes
Pennsylvania
$508K
3
HRCM
Hood River Capital Management
Florida
$0
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
O
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
126
Millennium Management
New York
$364K -$2.03M -53,507 -85%
MSA
127
Mason Street Advisors
Wisconsin
$335K +$73.4K +1,939 +28%
CEP
128
Chicago Equity Partners
Illinois
$319K +$319K +8,420 New
LTFS
129
Ladenburg Thalmann Financial Services
Florida
$311K -$27.5K -726 -8%
PA
130
Profund Advisors
Maryland
$301K +$17.9K +473 +6%
MERSOM
131
Municipal Employees' Retirement System of Michigan
Michigan
$297K +$4.93K +130 +2%
Wellington Management Group
132
Wellington Management Group
Massachusetts
$286K -$717K -18,958 -71%
Two Sigma Advisers
133
Two Sigma Advisers
New York
$280K +$280K +7,400 New
CG
134
Cutler Group
California
$279K +$279K +7,378 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$250K -$479K -12,668 -66%
DIA
136
Denver Investment Advisors
Colorado
$240K -$13.3K -350 -5%
MSFP
137
Mark Sheptoff Financial Planning
Connecticut
$231K +$231K +6,100 New
AG
138
Aperio Group
California
$227K +$227K +6,002 New
SG Americas Securities
139
SG Americas Securities
New York
$220K +$220K +5,806 New
ACI
140
AMP Capital Investors
Australia
$220K +$220K +5,900 New
PI
141
PineBridge Investments
New York
$207K +$37.2K +983 +22%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$201K +$201K +5,300 New
Envestnet Asset Management
143
Envestnet Asset Management
Illinois
$178K +$5.94K +157 +3%
BlackRock
144
BlackRock
New York
$150K +$13.7K +361 +10%
LIA
145
LS Investment Advisors
Michigan
$69K +$14.6K +387 +27%
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$63K +$63K +1,646 New
GXMC
147
Global X Management Company
New York
$62K +$62K +1,636 New
NFG
148
Next Financial Group
Texas
$58K +$58K +1,525 New
DADC
149
D.A. Davidson & Co
Montana
$56K +$24.7K +662 +79%
RCM
150
Riverhead Capital Management
Delaware
$53K -$128K -3,385 -71%
4 5
6
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