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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
151
Westover Capital Advisors
Delaware
$911K – – –
Citadel Advisors
152
Citadel Advisors
Florida
$901K -$8.19M -135,270 -90%
QIM
153
Quantitative Investment Management
Virginia
$895K +$895K +14,800 New
GP
154
Geneva Partners
Wisconsin
$872K +$872K +14,405 New
MSA
155
Mason Street Advisors
Wisconsin
$866K +$56.5K +934 +7%
Two Sigma Advisers
156
Two Sigma Advisers
New York
$866K +$866K +14,300 New
Walleye Trading
157
Walleye Trading
New York
$854K +$653K +10,773 +324%
AW
158
ACG Wealth
Georgia
$817K – – –
FWM
159
Frontier Wealth Management
Missouri
$787K -$878K -14,500 -53%
Janney Montgomery Scott
160
Janney Montgomery Scott
Pennsylvania
$724K +$28.4K +470 +4%
LCM
161
Landscape Capital Management
New Jersey
$717K +$717K +11,838 New
AHC
162
Anderson Hoagland & Co
Missouri
$713K – – –
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$712K +$712K +11,762 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$688K -$350K -5,785 -34%
WAM
165
Wolverine Asset Management
Illinois
$675K +$556K +9,178 +465%
PIA
166
Piedmont Investment Advisors
North Carolina
$667K +$27.5K +454 +4%
SGI
167
Summit Global Investments
Utah
$624K +$624K +10,300 New
PA
168
Profund Advisors
Maryland
$614K +$165K +2,719 +37%
KTM
169
Keeler Thomas Management
Utah
$611K +$72.6K +1,200 +13%
NIT
170
NumerixS Investment Technologies
British Columbia, Canada
$611K +$163K +2,700 +36%
AIA
171
Allegis Investment Advisors
Idaho
$610K – – –
CCA
172
Catalyst Capital Advisors
New York
$563K +$369K +6,094 +190%
PI
173
PineBridge Investments
New York
$543K -$2.52M -41,614 -82%
KeyBank National Association
174
KeyBank National Association
Ohio
$526K – – –
Squarepoint
175
Squarepoint
New York
$516K +$516K +8,527 New
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