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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
Eagle Asset Management
Florida
$36.9M
3
BlackRock
BlackRock
New York
$329M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$372M
2
CAM
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SIMG
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
126
Crestline Management
Texas
$1.54M +$1.54M +30,515 New
ASN
127
Advisory Services Network
Georgia
$1.53M +$85.5K +1,690 +6%
Federated Hermes
128
Federated Hermes
Pennsylvania
$1.5M +$1.5M +29,674 New
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.49M +$515K +10,184 +53%
FWM
130
Frontier Wealth Management
Missouri
$1.39M – – –
PI
131
PineBridge Investments
New York
$1.38M +$31.5K +622 +2%
Squarepoint
132
Squarepoint
New York
$1.35M +$352K +6,969 +35%
ASRS
133
Arizona State Retirement System
Arizona
$1.34M +$172K +3,400 +15%
SG Americas Securities
134
SG Americas Securities
New York
$1.2M +$841K +16,625 +232%
Capital Fund Management (CFM)
135
Capital Fund Management (CFM)
France
$1.19M +$1.19M +23,600 New
SO
136
STRS Ohio
Ohio
$1.17M -$116K -2,300 -9%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$1.13M +$132K +2,600 +13%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.12M – – –
HCM
139
HMS Capital Management
Tennessee
$1.08M -$26.7K -528 -2%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$1.05M +$132K +2,600 +14%
MERSOM
141
Municipal Employees' Retirement System of Michigan
Michigan
$971K +$441K +8,710 +83%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$958K -$424K -8,388 -31%
Los Angeles Capital Management
143
Los Angeles Capital Management
California
$912K +$912K +18,040 New
RCM
144
Riverhead Capital Management
Delaware
$886K +$753K +14,887 +566%
ERSOT
145
Employees Retirement System of Texas
Texas
$860K -$658K -13,000 -43%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$847K -$13.9K -274 -2%
LPL Financial
147
LPL Financial
California
$845K -$1.35M -26,628 -61%
NERM
148
New England Research & Management
Illinois
$759K +$397K +7,850 +110%
SEI Investments
149
SEI Investments
Pennsylvania
$733K +$527K +10,401 +255%
GCP
150
GSA Capital Partners
United Kingdom
$727K -$805K -15,899 -53%
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