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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
Jackson Square Partners
California
$177M
2
BlackRock
BlackRock
New York
$475M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$76M
5
Citadel Advisors
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$47M
5
Ameriprise
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
151
Foundry Partners
Minnesota
$1.77M -$5.49K -84 -0.3%
WRBC
152
W.R. Berkley Corp
Connecticut
$1.75M – – –
SIM
153
Spark Investment Management
New York
$1.63M +$1.63M +24,900 New
RCM
154
Riverhead Capital Management
Delaware
$1.62M +$147K +2,254 +10%
CIP
155
Convergence Investment Partners
Florida
$1.61M +$1.37M +21,004 +592%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$1.6M -$305K -4,670 -16%
MSL
157
Mackay Shields LLC
New York
$1.58M +$1.16M +17,750 +275%
AG
158
Aperio Group
California
$1.55M +$145K +2,216 +10%
SCM
159
Stevens Capital Management
Pennsylvania
$1.54M +$1.54M +23,566 New
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.44M +$20.3K +310 +1%
Federated Hermes
161
Federated Hermes
Pennsylvania
$1.43M -$2.4M -36,694 -63%
SG Americas Securities
162
SG Americas Securities
New York
$1.43M +$880K +13,456 +160%
LPL Financial
163
LPL Financial
California
$1.43M +$329K +5,048 +30%
PP
164
Paloma Partners
Connecticut
$1.41M +$474K +7,243 +50%
Pacer Advisors
165
Pacer Advisors
Pennsylvania
$1.41M +$1.41M +21,601 New
MIFH
166
Migdal Insurance & Financial Holdings
Israel
$1.4M -$57.4K -878 -4%
AIP
167
Ameritas Investment Partners
Nebraska
$1.39M +$43.9K +671 +3%
First Trust Advisors
168
First Trust Advisors
Illinois
$1.37M -$3.08M -47,017 -69%
GC
169
Guggenheim Capital
Illinois
$1.33M +$142K +2,163 +12%
Allianz Asset Management
170
Allianz Asset Management
Germany
$1.3M +$433K +6,624 +50%
TI
171
Trexquant Investment
Connecticut
$1.29M -$1.75M -26,699 -57%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$1.28M +$237K +3,300 +23%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$1.26M +$1M +15,304 +390%
KTM
174
Keeler Thomas Management
Utah
$1.22M +$121K +1,855 +11%
IA
175
Icon Advisers
Colorado
$1.2M – – –
5 6
7
8 9