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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.25M +$210K +4,490 +20%
GCP
127
GSA Capital Partners
United Kingdom
$1.22M +$548K +11,734 +82%
GPGA
128
Grandeur Peak Global Advisors
Utah
$1.18M +$712K +15,250 +151%
AG
129
Advisor Group
Arizona
$1.18M +$1.03M +22,137 +700%
AP
130
AHL Partners
United Kingdom
$1.12M +$1.12M +24,093 New
MAM
131
Morse Asset Management
Connecticut
$1.1M -$822K -17,625 -43%
MIM
132
MetLife Investment Management
New Jersey
$1.09M +$1.09M +23,357 New
HCM
133
HMS Capital Management
Tennessee
$1.06M +$66.4K +1,423 +7%
State Board of Administration of Florida Retirement System
134
State Board of Administration of Florida Retirement System
Florida
$1.04M +$15.9K +340 +2%
LSERS
135
Louisiana State Employees Retirement System
Louisiana
$1.03M +$65.3K +1,400 +7%
Robeco Institutional Asset Management
136
Robeco Institutional Asset Management
Netherlands
$1.03M +$1.03M +21,995 New
AQR Capital Management
137
AQR Capital Management
Connecticut
$972K -$1.5M -32,051 -61%
SG Americas Securities
138
SG Americas Securities
New York
$917K -$194K -4,154 -17%
MERSOM
139
Municipal Employees' Retirement System of Michigan
Michigan
$901K +$5.14K +110 +0.6%
DIA
140
Denver Investment Advisors
Colorado
$885K +$346K +7,409 +64%
EIM
141
Essex Investment Management
Massachusetts
$877K +$877K +18,792 New
RCM
142
Riverhead Capital Management
Delaware
$845K +$28K +600 +3%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$801K +$605K +12,961 +309%
ARTA
144
A.R.T. Advisors
New York
$797K -$988K -21,200 -55%
ERSOT
145
Employees Retirement System of Texas
Texas
$793K – – –
AG
146
Aperio Group
California
$793K +$248K +5,323 +46%
LPL Financial
147
LPL Financial
California
$783K -$47 -1 -0%
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$755K -$824K -17,678 -52%
WCA
149
Westover Capital Advisors
Delaware
$702K +$702K +15,049 New
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$663K – – –
4 5
6
7 8