HQY icon

HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$2.34M -$18.1K -244 -0.8%
GPGA
127
Grandeur Peak Global Advisors
Utah
$2.23M -$756K -10,225 -25%
Two Sigma Investments
128
Two Sigma Investments
New York
$2.23M +$1.6M +21,689 +258%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$2.16M +$663K +8,967 +44%
AQR Capital Management
130
AQR Capital Management
Connecticut
$2.15M +$214K +2,917 +11%
MSA
131
Mason Street Advisors
Wisconsin
$2.14M +$32K +433 +2%
Citigroup
132
Citigroup
New York
$2.11M +$827K +11,179 +64%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$2.03M -$196K -2,646 -9%
FP
134
Foundry Partners
Minnesota
$2.01M -$138K -1,868 -6%
WRBC
135
W.R. Berkley Corp
Connecticut
$1.98M – – –
Russell Investments Group
136
Russell Investments Group
United Kingdom
$1.97M -$173K -2,342 -8%
D.E. Shaw & Co
137
D.E. Shaw & Co
New York
$1.91M +$1.91M +25,799 New
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$1.81M -$718K -9,710 -28%
JPMPWA
139
J.P. Morgan Private Wealth Advisors
California
$1.79M +$1.79M +24,181 New
HF
140
HRT Financial
New York
$1.77M +$1.77M +23,963 New
Deutsche Bank
141
Deutsche Bank
Germany
$1.77M -$26.6M -359,417 -94%
RCM
142
Riverhead Capital Management
Delaware
$1.66M -$6.66K -90 -0.4%
MIFH
143
Migdal Insurance & Financial Holdings
Israel
$1.65M -$133K -1,803 -7%
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
$1.62M +$153K +2,063 +10%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.61M +$14.1K +190 +0.9%
AG
146
Aperio Group
California
$1.59M +$168K +2,271 +12%
HCM
147
HMS Capital Management
Tennessee
$1.58M -$1.42M -19,242 -47%
AIP
148
Ameritas Investment Partners
Nebraska
$1.52M – – –
MFAM
149
Motley Fool Asset Management
Virginia
$1.51M +$250K +3,380 +20%
EIM
150
Essex Investment Management
Massachusetts
$1.45M -$15.9K -215 -1%
4 5
6
7 8