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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$105M
2
ACH
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
4
TCM
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
Wells Fargo
California
$36.9M
3
PC
PointState Capital
New York
$0
4
NCGI
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
126
UBS AM
Illinois
$1.41M +$276K +5,544 +24%
NA
127
Neuburgh Advisers
California
$1.4M -$195K -3,920 -12%
FWM
128
Frontier Wealth Management
Missouri
$1.37M -$374K -7,500 -21%
Russell Investments Group
129
Russell Investments Group
United Kingdom
$1.36M +$1.36M +27,335 New
PI
130
PineBridge Investments
New York
$1.33M -$36.6K -735 -3%
CS
131
Credit Suisse
Switzerland
$1.28M -$522K -10,478 -29%
SO
132
STRS Ohio
Ohio
$1.27M -$59.8K -1,200 -4%
ASRS
133
Arizona State Retirement System
Arizona
$1.15M +$9.97K +200 +0.9%
Public Sector Pension Investment Board (PSP Investments)
134
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.13M -$419K -8,400 -27%
1832 Asset Management
135
1832 Asset Management
Ontario, Canada
$1.11M +$1.11M +22,200 New
State Board of Administration of Florida Retirement System
136
State Board of Administration of Florida Retirement System
Florida
$1.1M – – –
GAMA
137
Graticule Asia Macro Advisors
New York
$1.1M – – –
HCM
138
HMS Capital Management
Tennessee
$1.09M -$548 -11 -0.1%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$1.07M +$255K +5,117 +31%
HMS
140
Hanseatic Management Services
New Mexico
$1.03M – – –
Squarepoint
141
Squarepoint
New York
$985K +$586K +11,764 +147%
T. Rowe Price Associates
142
T. Rowe Price Associates
Maryland
$984K +$1.05K +21 +0.1%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$958K -$2.03M -40,785 -68%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$902K +$9.97K +200 +1%
Citigroup
145
Citigroup
New York
$878K -$7.82K -157 -0.9%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$848K +$848K +17,014 New
TRSOTSOK
147
Teachers Retirement System of the State of Kentucky
Kentucky
$708K – – –
Capstone Investment Advisors
148
Capstone Investment Advisors
New York
$677K +$677K +13,600 New
KeyBank National Association
149
KeyBank National Association
Ohio
$645K +$49.9K +1,000 +8%
AG
150
Aperio Group
California
$636K +$140K +2,806 +28%
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