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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
Jackson Square Partners
California
$177M
2
BlackRock
BlackRock
New York
$475M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$76M
5
Citadel Advisors
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$47M
5
Ameriprise
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Axiom Investment Management
New York
$2.75M – – –
Twin Tree Management
127
Twin Tree Management
Texas
$2.64M +$1.4M +21,459 +114%
Prudential Financial
128
Prudential Financial
New Jersey
$2.64M +$346K +5,284 +15%
ASRS
129
Arizona State Retirement System
Arizona
$2.59M +$41.3K +631 +2%
T. Rowe Price Associates
130
T. Rowe Price Associates
Maryland
$2.47M +$16.9K +259 +0.7%
TPSF
131
Texas Permanent School Fund
Texas
$2.42M +$11.9K +182 +0.5%
CC
132
Cipher Capital
New York
$2.41M +$2.41M +36,904 New
Tudor Investment Corp
133
Tudor Investment Corp
Connecticut
$2.41M +$2.41M +36,797 New
Jacobs Levy Equity Management
134
Jacobs Levy Equity Management
New Jersey
$2.4M +$803K +12,279 +50%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$2.4M -$218K -3,329 -8%
Comerica Bank
136
Comerica Bank
Texas
$2.39M -$258K -3,422 -10%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$2.38M +$955K +14,603 +67%
NA
138
Neuburgh Advisers
California
$2.21M +$141K +2,160 +7%
ASN
139
Advisory Services Network
Georgia
$2.19M +$93.2K +1,425 +4%
MAM
140
Morse Asset Management
Connecticut
$2.19M -$372K -5,690 -15%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$2.11M +$44.7K +684 +2%
TCM
142
Tekla Capital Management
Massachusetts
$2.08M +$2.08M +31,810 New
Canada Life
143
Canada Life
Manitoba, Canada
$2.05M -$116K -1,767 -5%
MWNA
144
Marshall Wace North America
New York
$2.04M +$2.04M +31,162 New
MFAM
145
Motley Fool Asset Management
Virginia
$2.01M +$671K +10,258 +50%
GPGA
146
Grandeur Peak Global Advisors
Utah
$1.98M +$4.91K +75 +0.2%
Los Angeles Capital Management
147
Los Angeles Capital Management
California
$1.93M -$137K -2,090 -7%
MSA
148
Mason Street Advisors
Wisconsin
$1.9M +$14.6K +223 +0.8%
State Board of Administration of Florida Retirement System
149
State Board of Administration of Florida Retirement System
Florida
$1.84M +$43.8K +670 +2%
PMAM
150
Picton Mahoney Asset Management
Ontario, Canada
$1.78M -$9.79M -149,700 -85%
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