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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
151
T. Rowe Price Associates
Maryland
$394K 9,719 -16 -0.2%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$385K 9,510 +9,510 New
MSA
153
Mason Street Advisors
Wisconsin
$381K 9,393 +544 +6%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$377K 9,300 +4,000 +75%
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$348K 8,600 +8,600 New
LTFS
156
Ladenburg Thalmann Financial Services
Florida
$332K 8,199 – –
AG
157
Aperio Group
California
$331K 8,184 +2,182 +36%
ProShare Advisors
158
ProShare Advisors
Maryland
$320K 7,888 +7,888 New
HCM
159
HMS Capital Management
Tennessee
$296K 7,311 -3,060 -30%
AQR Capital Management
160
AQR Capital Management
Connecticut
$293K 7,232 +7,232 New
GC
161
Guggenheim Capital
Illinois
$285K 7,025 +7,025 New
Squarepoint
162
Squarepoint
New York
$252K 6,212 +6,212 New
MSFP
163
Mark Sheptoff Financial Planning
Connecticut
$247K 6,100 – –
TI
164
Turner Investments
Pennsylvania
$243K 6,000 -17,000 -74%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$243K 6,003 -3,657 -38%
AB
166
Amalgamated Bank
New York
$232K 5,720 +5,720 New
SFS
167
Sowell Financial Services
Arkansas
$203K 4,601 +4,601 New
SG Americas Securities
168
SG Americas Securities
New York
$196K 4,828 -978 -17%
SOADOR
169
State of Alaska Department of Revenue
Alaska
$188K 4,650 +4,650 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$175K 4,309 +4,309 New
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
$153K 3,787 -920 -20%
QT
172
Quantbot Technologies
New York
$152K 3,754 +3,754 New
BlackRock
173
BlackRock
New York
$143K 3,539 -416 -11%
Royal Bank of Canada
174
Royal Bank of Canada
Ontario, Canada
$142K 3,517 +1,871 +114%
DADC
175
D.A. Davidson & Co
Montana
$111K 2,770 +1,272 +85%
5 6
7
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