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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$105M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M
4
TCM
4
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
PC
3
PointState Capital
New York
$0
4
NCGI
4
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
151
Anderson Hoagland & Co
Missouri
$587K -$1.52M -30,543 -72%
DIA
152
Denver Investment Advisors
Colorado
$570K -$293K -5,885 -34%
PG
153
PEAK6 Group
Illinois
$546K +$546K +10,964 New
MSA
154
Mason Street Advisors
Wisconsin
$545K +$32.9K +659 +6%
AA
155
ALPS Advisors
Colorado
$535K +$1.4K +28 +0.3%
MERSOM
156
Municipal Employees' Retirement System of Michigan
Michigan
$522K +$35.9K +720 +7%
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
$515K -$30.6K -614 -6%
AIA
158
Allegis Investment Advisors
Idaho
$507K -$3.09K -62 -0.6%
CG
159
Cutler Group
California
$487K -$446K -8,956 -48%
PIA
160
Piedmont Investment Advisors
North Carolina
$478K +$478K +9,585 New
UAS
161
United Asset Strategies
New York
$440K +$440K +8,825 New
LCM
162
Laurion Capital Management
New York
$439K +$439K +8,800 New
SB
163
Suntrust Banks
Georgia
$436K -$19.9K -400 -4%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$435K +$194K +3,898 +80%
GC
165
Guggenheim Capital
Illinois
$434K +$50.9K +1,025 +13%
AFG
166
Albion Financial Group
Utah
$433K +$5.98K +120 +1%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$418K +$418K +8,391 New
GXMC
168
Global X Management Company
New York
$407K +$326K +6,536 +401%
SCM
169
Stevens Capital Management
Pennsylvania
$407K +$407K +8,172 New
NIT
170
NumerixS Investment Technologies
British Columbia, Canada
$404K +$404K +8,100 New
CAM
171
Capstone Asset Management
Texas
$402K -$31.9K -640 -7%
CL
172
CIM LLC
New York
$398K +$398K +7,985 New
MSFP
173
Mark Sheptoff Financial Planning
Connecticut
$396K -$50 -1 -0%
PA
174
Profund Advisors
Maryland
$395K -$41.8K -840 -10%
TI
175
Turner Investments
Pennsylvania
$374K +$374K +7,500 New
5 6
7
8 9