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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$48.1M
2
EAM
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
Credit Suisse
Switzerland
$18.3M
5
BlackRock
BlackRock
New York
$315M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Invesco
Invesco
Georgia
$113M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
CM
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
151
ACG Wealth
Georgia
$630K +$630K +13,500 New
MSA
152
Mason Street Advisors
Wisconsin
$624K +$21.6K +462 +4%
AHC
153
Anderson Hoagland & Co
Missouri
$550K – – –
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$536K +$37.8K +811 +8%
Millennium Management
155
Millennium Management
New York
$520K -$6.7M -143,672 -93%
PIA
156
Piedmont Investment Advisors
North Carolina
$493K -$25K -536 -5%
AA
157
ALPS Advisors
Colorado
$483K – – –
SOADOR
158
State of Alaska Department of Revenue
Alaska
$478K +$8.4K +180 +2%
AIA
159
Allegis Investment Advisors
Idaho
$470K – – –
CGH
160
Crossmark Global Holdings
Texas
$443K -$7K -150 -2%
Holocene Advisors
161
Holocene Advisors
New York
$435K +$435K +9,314 New
AFG
162
Albion Financial Group
Utah
$425K – – –
ProShare Advisors
163
ProShare Advisors
Maryland
$418K +$212K +4,542 +103%
KTM
164
Keeler Thomas Management
Utah
$415K +$415K +8,900 New
KeyBank National Association
165
KeyBank National Association
Ohio
$406K -$46.7K -1,000 -10%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$392K – – –
GC
167
Guggenheim Capital
Illinois
$372K -$101K -2,170 -21%
FMT
168
First Mercantile Trust
Tennessee
$360K -$52K -1,113 -13%
SB
169
Suntrust Banks
Georgia
$355K -$8.94K -192 -2%
Parallax Volatility Advisers
170
Parallax Volatility Advisers
California
$355K +$355K +7,602 New
SL
171
Signition LP
New York
$348K +$348K +7,463 New
PA
172
Profund Advisors
Maryland
$347K -$8.36K -179 -2%
NIT
173
NumerixS Investment Technologies
British Columbia, Canada
$345K +$322K +6,900 +1,380%
AB
174
Amalgamated Bank
New York
$341K +$21.5K +461 +7%
SEI Investments
175
SEI Investments
Pennsylvania
$339K -$336K -7,207 -50%
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7
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