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HealthEquity
HQY

Overview Fund Activity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
BlackRock
BlackRock
New York
$493M
3
Vanguard Group
Vanguard Group
Pennsylvania
$378M
4
JSP
Jackson Square Partners
California
$193M
5
FAM
Fred Alger Management
New York
$83.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$2.69M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.16M
3
Two Sigma Investments
Two Sigma Investments
New York
$1.4M
4
Morgan Stanley
Morgan Stanley
New York
$61.6M
5
Deutsche Bank
Deutsche Bank
Germany
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$2.52M +$252K +4,407 +11%
NC
127
NBW Capital
Massachusetts
$2.46M -$124K -2,176 -5%
Wellington Management Group
128
Wellington Management Group
Massachusetts
$2.45M -$2.03M -35,556 -45%
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$2.41M +$2.4M +41,986 +19,899%
HCM
130
HMS Capital Management
Tennessee
$2.39M +$775K +8,213 +48%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$2.3M +$455K +7,962 +25%
MFAM
132
Motley Fool Asset Management
Virginia
$2.28M +$529K +9,259 +30%
Twin Tree Management
133
Twin Tree Management
Texas
$2.24M -$64K -1,120 -3%
ASN
134
Advisory Services Network
Georgia
$2.19M – – –
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$2.16M -$25.1M -438,505 -92%
Barclays
136
Barclays
United Kingdom
$2.14M -$2.33M -40,871 -52%
MSA
137
Mason Street Advisors
Wisconsin
$2.12M +$454K +7,948 +27%
Jacobs Levy Equity Management
138
Jacobs Levy Equity Management
New Jersey
$2.1M – – –
Canada Life
139
Canada Life
Manitoba, Canada
$2.02M +$234K +4,092 +13%
RCM
140
Riverhead Capital Management
Delaware
$1.94M +$525K +9,182 +37%
FPC
141
Falcon Point Capital
California
$1.88M +$1.88M +33,129 New
GPGA
142
Grandeur Peak Global Advisors
Utah
$1.86M +$130K +2,275 +8%
TCM
143
Tekla Capital Management
Massachusetts
$1.82M – – –
CIP
144
Chartwell Investment Partners
Pennsylvania
$1.75M +$1.75M +30,586 New
Envestnet Asset Management
145
Envestnet Asset Management
Illinois
$1.67M -$410K -7,170 -20%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.63M +$372K +6,513 +30%
State Board of Administration of Florida Retirement System
147
State Board of Administration of Florida Retirement System
Florida
$1.61M – – –
FP
148
Foundry Partners
Minnesota
$1.55M -$3.6K -63 -0.2%
WRBC
149
W.R. Berkley Corp
Connecticut
$1.53M – – –
Neuberger Berman Group
150
Neuberger Berman Group
New York
$1.49M +$1.49M +26,100 New
4 5
6
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