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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
126
Los Angeles Capital Management
California
$1.88M -$49.5K -830 -3%
ASN
127
Advisory Services Network
Georgia
$1.83M -$40.4K -677 -2%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$1.8M -$80.7K -1,353 -4%
NA
129
Neuburgh Advisers
California
$1.79M -$43.9K -736 -2%
Canada Life
130
Canada Life
Manitoba, Canada
$1.78M +$104K +1,878 +6%
FP
131
Foundry Partners
Minnesota
$1.73M -$2.92K -49 -0.2%
Russell Investments Group
132
Russell Investments Group
United Kingdom
$1.73M +$279K +4,673 +19%
MSA
133
Mason Street Advisors
Wisconsin
$1.7M +$36.4K +610 +2%
Nomura Asset Management
134
Nomura Asset Management
Japan
$1.61M +$197K +3,300 +14%
WRBC
135
W.R. Berkley Corp
Connecticut
$1.6M -$27.1M -454,923 -94%
Barclays
136
Barclays
United Kingdom
$1.59M -$1.87M -31,369 -54%
AQR Capital Management
137
AQR Capital Management
Connecticut
$1.58M -$20.3K -341 -1%
Macquarie Group
138
Macquarie Group
Australia
$1.56M -$1.79M -30,042 -53%
MIFH
139
Migdal Insurance & Financial Holdings
Israel
$1.44M -$800K -13,406 -36%
TI
140
Trexquant Investment
Connecticut
$1.4M +$1.4M +23,513 New
Simplex Trading
141
Simplex Trading
Illinois
$1.37M +$1.32M +22,073 +2,702%
RCM
142
Riverhead Capital Management
Delaware
$1.35M -$48.6K -815 -3%
SO
143
STRS Ohio
Ohio
$1.34M +$215K +3,600 +19%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.28M +$47.8K +802 +4%
AIP
145
Ameritas Investment Partners
Nebraska
$1.23M – – –
DM
146
Diker Management
New York
$1.22M +$1.22M +20,500 New
PI
147
PEAK6 Investments
Illinois
$1.21M +$1.21M +20,247 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.2M +$15.6K +261 +1%
Man Group
149
Man Group
United Kingdom
$1.2M -$4.33M -72,552 -78%
CM
150
Caption Management
Oklahoma
$1.19M +$1.19M +20,000 New
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6
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