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HealthEquity
HQY

Overview Fund Activity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
BlackRock
2
BlackRock
New York
$493M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
JSP
4
Jackson Square Partners
California
$193M
5
FAM
5
Fred Alger Management
New York
$83.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.69M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.16M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
151
Picton Mahoney Asset Management
Ontario, Canada
$1.48M -$72.6K -1,270 -5%
AIP
152
Ameritas Investment Partners
Nebraska
$1.47M +$255K +4,455 +21%
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$1.45M +$216K +3,780 +17%
AI
154
Axiom Investors
Connecticut
$1.44M +$1.44M +25,201 New
VRS
155
Virginia Retirement Systems
Virginia
$1.43M +$634K +11,100 +80%
Two Sigma Investments
156
Two Sigma Investments
New York
$1.4M -$21.4M -374,074 -94%
AG
157
Aperio Group
California
$1.33M -$25.7K -449 -2%
MAP
158
Moody Aldrich Partners
Massachusetts
$1.33M +$1.33M +23,258 New
MAM
159
Morse Asset Management
Connecticut
$1.31M -$602K -10,540 -32%
Federated Hermes
160
Federated Hermes
Pennsylvania
$1.3M +$46.5K +814 +4%
MIFH
161
Migdal Insurance & Financial Holdings
Israel
$1.24M +$15.3K +267 +1%
LPL Financial
162
LPL Financial
California
$1.24M -$15.3K -268 -1%
KTM
163
Keeler Thomas Management
Utah
$1.19M +$115K +2,005 +11%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.17M +$246K +4,300 +27%
New York State Teachers Retirement System (NYSTRS)
165
New York State Teachers Retirement System (NYSTRS)
New York
$1.15M +$217K +3,800 +23%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M +$261K +4,572 +29%
CCA
167
Catalyst Capital Advisors
New York
$1.14M +$1.14M +19,900 New
SG Americas Securities
168
SG Americas Securities
New York
$1.11M -$143K -2,502 -11%
GC
169
Guggenheim Capital
Illinois
$1.1M -$59K -1,032 -5%
GI
170
Gradient Investments
Minnesota
$1.07M +$126K +2,197 +13%
IA
171
Icon Advisers
Colorado
$1.05M – – –
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$1.05M +$225K +3,932 +27%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$977K -$423K -7,397 -30%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$971K -$45.7K -800 -4%
SDIC
175
South Dakota Investment Council
South Dakota
$959K +$508K +8,880 +112%
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7
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