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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$1.43M – – –
ERSOT
152
Employees Retirement System of Texas
Texas
$1.41M – – –
Twin Tree Management
153
Twin Tree Management
Texas
$1.4M +$1.4M +18,877 New
IA
154
Icon Advisers
Colorado
$1.36M – – –
GC
155
Guggenheim Capital
Illinois
$1.34M +$65.5K +885 +5%
Citadel Advisors
156
Citadel Advisors
Florida
$1.31M -$3.74M -50,555 -74%
Connor, Clark & Lunn Investment Management (CC&L)
157
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.29M +$1.29M +17,375 New
AIM
158
Assured Investment Management
New York
$1.25M +$1.25M +16,911 New
LPL Financial
159
LPL Financial
California
$1.25M -$24.6K -332 -2%
KTM
160
Keeler Thomas Management
Utah
$1.24M +$111K +1,505 +10%
New York State Teachers Retirement System (NYSTRS)
161
New York State Teachers Retirement System (NYSTRS)
New York
$1.22M +$170K +2,300 +16%
DT
162
Diversified Trust
Tennessee
$1.21M +$18.3K +247 +2%
DTL
163
Dynamic Technology Lab
Singapore
$1.17M +$206K +2,782 +21%
OAM
164
Oxford Asset Management
United Kingdom
$1.16M +$291K +3,932 +34%
SLG
165
Stanley-Laman Group
Pennsylvania
$1.12M -$43.5K -588 -4%
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
$1.12M +$709K +9,591 +174%
SI
167
Shaker Investments
Ohio
$1.11M +$481K +6,500 +76%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$1.09M -$4.43M -59,916 -80%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$1.07M +$7.4K +100 +0.7%
TEE
170
Tibra Equities Europe
United Kingdom
$1.07M +$1.07M +14,400 New
PP
171
Paloma Partners
Connecticut
$1.06M +$735K +9,929 +223%
PI
172
PEAK6 Investments
Illinois
$1.06M -$439K -5,932 -29%
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
$1.04M +$23.5K +318 +2%
VRS
174
Virginia Retirement Systems
Virginia
$1.03M +$51.8K +700 +5%
WCA
175
Westover Capital Advisors
Delaware
$1.02M -$11.9K -161 -1%
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7
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