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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
126
Oxford Asset Management
United Kingdom
$1.56M +$1.56M +25,727 New
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$1.53M -$919K -15,173 -38%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$1.49M +$131K +2,165 +10%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$1.45M +$1.45M +23,961 New
MIM
130
MetLife Investment Management
New Jersey
$1.41M – – –
3C
131
361 Capital
Colorado
$1.41M +$1.41M +23,247 New
HCM
132
HMS Capital Management
Tennessee
$1.39M +$15.6K +258 +1%
LSERS
133
Louisiana State Employees Retirement System
Louisiana
$1.39M +$48.4K +800 +4%
SG Americas Securities
134
SG Americas Securities
New York
$1.37M +$182K +3,003 +15%
SEC
135
Seven Eight Capital
New York
$1.36M +$1.36M +22,400 New
1832 Asset Management
136
1832 Asset Management
Ontario, Canada
$1.28M +$1.28M +21,000 New
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$1.25M +$78.7K +1,300 +7%
DIA
138
Denver Investment Advisors
Colorado
$1.23M +$81K +1,337 +7%
Man Group
139
Man Group
United Kingdom
$1.16M +$1.16M +19,211 New
VF
140
Virtu Financial
New York
$1.16M +$1.16M +19,086 New
RCM
141
Riverhead Capital Management
Delaware
$1.1M – – –
ERSOT
142
Employees Retirement System of Texas
Texas
$1.03M – – –
AG
143
Aperio Group
California
$1.02M -$5.21K -86 -0.5%
LPL Financial
144
LPL Financial
California
$1.02M +$8.24K +136 +0.8%
SOADOR
145
State of Alaska Department of Revenue
Alaska
$1.01M +$387K +6,400 +62%
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$1M -$626K -10,341 -38%
EIM
147
Essex Investment Management
Massachusetts
$991K -$147K -2,429 -13%
AR
148
Advisory Research
Illinois
$942K +$942K +15,552 New
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$934K -$46.4K -766 -5%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$925K +$65.4K +1,080 +8%
4 5
6
7 8