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HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$237M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
5
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
2
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$39M
5
JHIU
5
Janus Henderson Investors US
Colorado
$83.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
ALPS Advisors
Colorado
$454K -$73.1K -1,723 -14%
MSA
152
Mason Street Advisors
Wisconsin
$436K +$37.3K +880 +9%
AIA
153
Allegis Investment Advisors
Idaho
$435K +$10.1K +237 +2%
MAM
154
Morse Asset Management
Connecticut
$430K +$430K +10,135 New
NERM
155
New England Research & Management
Illinois
$425K +$425K +10,000 New
AG
156
Aperio Group
California
$423K +$75.7K +1,783 +22%
MERSOM
157
Municipal Employees' Retirement System of Michigan
Michigan
$414K – – –
SB
158
Suntrust Banks
Georgia
$389K -$45K -1,060 -10%
PA
159
Profund Advisors
Maryland
$372K -$70.9K -1,671 -16%
CAM
160
Capstone Asset Management
Texas
$370K -$49.3K -1,160 -12%
AFG
161
Albion Financial Group
Utah
$364K +$364K +8,574 New
Squarepoint
162
Squarepoint
New York
$340K +$76K +1,787 +29%
MSFP
163
Mark Sheptoff Financial Planning
Connecticut
$337K +$78.5K +1,851 +30%
GC
164
Guggenheim Capital
Illinois
$329K +$29.7K +698 +10%
PM
165
Parametrica Management
Hong Kong
$314K -$205K -4,820 -39%
FMT
166
First Mercantile Trust
Tennessee
$298K +$298K +7,009 New
QT
167
Quantbot Technologies
New York
$292K +$133K +3,129 +83%
GCP
168
GSA Capital Partners
United Kingdom
$282K -$248K -5,840 -47%
Jane Street
169
Jane Street
New York
$277K -$285K -6,703 -51%
BCM
170
Bayesian Capital Management
New York
$267K +$267K +6,300 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$265K +$10.4K +246 +4%
ProShare Advisors
172
ProShare Advisors
Maryland
$254K -$80.5K -1,899 -24%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$242K -$105K -2,481 -30%
AB
174
Amalgamated Bank
New York
$242K -$721 -17 -0.3%
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
$206K +$206K +4,847 New
5 6
7
8 9