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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
Morgan Stanley
New York
$53.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$157M
5
BFA
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
Wells Fargo
California
$60.8M
3
NPGCU
Napier Park Global Capital (US)
New York
$0
4
JHIU
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
Next Century Growth Investors
Minnesota
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
126
Denver Investment Advisors
Colorado
$737K +$481K +11,860 +187%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$736K – – –
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$732K -$788K -19,447 -52%
PCM
129
Penserra Capital Management
California
$726K +$726K +17,940 New
Wolverine Trading
130
Wolverine Trading
Illinois
$715K +$715K +17,637 New
Rafferty Asset Management
131
Rafferty Asset Management
New York
$708K +$708K +17,478 New
PPA
132
Parametric Portfolio Associates
Washington
$703K -$3.02M -74,575 -81%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$701K -$68.9K -1,700 -9%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$563K +$263K +6,500 +88%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$551K +$64.8K +1,600 +13%
Jane Street
136
Jane Street
New York
$536K +$536K +13,228 New
HW
137
Hancock Whitney
Mississippi
$535K – – –
GCP
138
GSA Capital Partners
United Kingdom
$506K +$506K +12,486 New
DTL
139
Dynamic Technology Lab
Singapore
$505K +$505K +12,485 New
AA
140
ALPS Advisors
Colorado
$503K +$4.78K +118 +1%
PM
141
Parametrica Management
Hong Kong
$495K +$495K +12,219 New
KeyBank National Association
142
KeyBank National Association
Ohio
$484K – – –
UBS AM
143
UBS AM
Illinois
$454K -$535K -13,200 -54%
Stifel Financial
144
Stifel Financial
Missouri
$454K +$454K +11,241 New
FRM
145
Fox Run Management
Connecticut
$434K +$434K +10,700 New
PA
146
Profund Advisors
Maryland
$423K +$100K +2,476 +31%
SB
147
Suntrust Banks
Georgia
$413K -$242K -5,996 -37%
AIA
148
Allegis Investment Advisors
Idaho
$405K -$101K -2,500 -20%
CAM
149
Capstone Asset Management
Texas
$400K -$114K -2,810 -22%
MERSOM
150
Municipal Employees' Retirement System of Michigan
Michigan
$395K +$77.7K +1,920 +24%
4 5
6
7 8