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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$118M
2
Victory Capital Management
2
Victory Capital Management
Texas
$18.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.5M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$13M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$130M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
151
Arcadia Investment Management
Michigan
$52K – – –
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$47K +$7.95K +209 +20%
Barclays
153
Barclays
United Kingdom
$42K +$42K +1,115 New
SAM
154
Solaris Asset Management
New York
$29K – – –
SWA
155
Sutton Wealth Advisors
Florida
$24.7K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$19K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$13K -$16.8K -445 -56%
ClearBridge Investments
158
ClearBridge Investments
New York
$8K +$8K +210 New
TCIM
159
TIAA CREF Investment Management
New York
$4.85K +$29 +764 +0.6%
US Bancorp
160
US Bancorp
Minnesota
$3K – – –
VCM
161
Versant Capital Management
Arizona
$3K +$263 +7 +10%
IA
162
IFP Advisors
Florida
$3K +$3K +71 New
TWA
163
TCI Wealth Advisors
Arizona
$2K – – –
Creative Planning
164
Creative Planning
Kansas
$2K +$1.6K +40 +400%
QCG
165
Quadrant Capital Group
Ohio
$1K – – –
VOYA Investment Management
166
VOYA Investment Management
Georgia
$687 – – –
HRCM
167
Hood River Capital Management
Florida
– -$7.74M -254,750 Closed
Marshall Wace
168
Marshall Wace
United Kingdom
– -$6.66M -219,223 Closed
EAM
169
EverPoint Asset Management
Connecticut
– -$3.04M -100,000 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
– -$2.06M -67,900 Closed
TG
171
TCW Group
California
– -$334K -10,987 Closed
AQR Capital Management
172
AQR Capital Management
Connecticut
– -$210K -6,901 Closed
BCM
173
Bayesian Capital Management
New York
– -$209K -6,880 Closed
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
– -$184K -6,061 Closed
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
– -$130K -4,293 Closed
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