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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$718K – – –
BCM
152
Bayesian Capital Management
New York
$696K +$696K +13,751 New
EGM
153
Engineers Gate Manager
New York
$678K +$678K +13,413 New
Citadel Advisors
154
Citadel Advisors
Florida
$667K +$667K +13,183 New
GXMC
155
Global X Management Company
New York
$660K +$247K +4,878 +60%
MSA
156
Mason Street Advisors
Wisconsin
$653K +$100K +1,979 +18%
AIMCA
157
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$602K +$602K +11,900 New
AHC
158
Anderson Hoagland & Co
Missouri
$596K – – –
AG
159
Aperio Group
California
$591K -$55.5K -1,097 -9%
DIA
160
Denver Investment Advisors
Colorado
$585K +$6.07K +120 +1%
PIA
161
Piedmont Investment Advisors
North Carolina
$562K +$76.9K +1,520 +16%
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$540K +$17.4K +345 +3%
CCI
163
Columbus Circle Investors
$535K -$1.03M -20,403 -66%
AA
164
ALPS Advisors
Colorado
$524K -$18.9K -374 -3%
GC
165
Guggenheim Capital
Illinois
$512K +$69.9K +1,384 +16%
GPGA
166
Grandeur Peak Global Advisors
Utah
$510K +$510K +10,075 New
AIA
167
Allegis Investment Advisors
Idaho
$509K -$5.31K -105 -1%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$509K +$66.7K +1,320 +15%
Barclays
169
Barclays
United Kingdom
$508K -$2.7M -53,392 -84%
KeyBank National Association
170
KeyBank National Association
Ohio
$490K -$164K -3,243 -25%
CGH
171
Crossmark Global Holdings
Texas
$488K +$488K +9,650 New
SSA
172
Schonfeld Strategic Advisors
New York
$473K +$473K +9,359 New
AFG
173
Albion Financial Group
Utah
$461K +$21.1K +417 +5%
FMT
174
First Mercantile Trust
Tennessee
$446K +$177K +3,503 +66%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$424K – – –
5 6
7
8 9