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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
126
Arizona State Retirement System
Arizona
$2.98M -$283K -3,820 -9%
PIG
127
Pantheon Investment Group
California
$2.97M +$2.97M +40,068 New
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$2.94M -$40.8K -551 -1%
AI
129
Axiom Investors
Connecticut
$2.93M +$1.06M +14,352 +57%
MFAM
130
Motley Fool Asset Management
Virginia
$2.86M -$97.8K -1,320 -3%
MSA
131
Mason Street Advisors
Wisconsin
$2.79M +$49.2K +665 +2%
PAM
132
Panagora Asset Management
Massachusetts
$2.68M -$4.09M -55,280 -60%
GPGA
133
Grandeur Peak Global Advisors
Utah
$2.61M +$200K +2,700 +8%
Neuberger Berman Group
134
Neuberger Berman Group
New York
$2.59M +$659K +8,900 +34%
ASN
135
Advisory Services Network
Georgia
$2.57M +$91.1K +1,230 +4%
New York State Teachers Retirement System (NYSTRS)
136
New York State Teachers Retirement System (NYSTRS)
New York
$2.56M +$1.06M +14,300 +71%
Canada Life
137
Canada Life
Manitoba, Canada
$2.55M -$51.3K -698 -2%
Jane Street
138
Jane Street
New York
$2.44M +$2.05M +27,634 +527%
TCM
139
Tekla Capital Management
Massachusetts
$2.36M – – –
EGM
140
Engineers Gate Manager
New York
$2.33M +$1.79M +24,170 +331%
Aviva
141
Aviva
United Kingdom
$2.28M +$2.28M +30,752 New
MAP
142
Moody Aldrich Partners
Massachusetts
$2.27M +$543K +7,337 +32%
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$2.07M -$21.5K -290 -1%
WRBC
144
W.R. Berkley Corp
Connecticut
$1.99M – – –
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.98M -$136K -1,841 -6%
ECM
146
ExodusPoint Capital Management
New York
$1.96M +$1.96M +26,422 New
FP
147
Foundry Partners
Minnesota
$1.96M -$47.9K -647 -2%
SPIA
148
Steward Partners Investment Advisory
New York
$1.93M +$1.9M +25,691 +6,074%
AG
149
Aperio Group
California
$1.93M +$202K +2,728 +12%
AIP
150
Ameritas Investment Partners
Nebraska
$1.93M +$23K +311 +1%
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