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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$58.9M
3
WA
3
Wasatch Advisors
Utah
$162M
4
Brown Advisory
4
Brown Advisory
Maryland
$47.1M
5
FAM
5
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.68M
2
Invesco
2
Invesco
Georgia
$113M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$19M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
151
Landscape Capital Management
New Jersey
$1.88M +$1.45M +19,517 +333%
WCM
152
Weld Capital Management
New York
$1.83M +$1.83M +24,682 New
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$1.78M -$96.5K -1,302 -5%
LPL Financial
154
LPL Financial
California
$1.6M +$2.07K +28 +0.1%
Federated Hermes
155
Federated Hermes
Pennsylvania
$1.56M -$121K -1,634 -7%
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$1.56M -$1.23M -16,648 -44%
SOMRS
157
State of Michigan Retirement System
Michigan
$1.55M +$29.6K +400 +2%
NMIMC
158
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M +$8K +108 +0.5%
GI
159
Gradient Investments
Minnesota
$1.5M +$109K +1,470 +8%
KTM
160
Keeler Thomas Management
Utah
$1.49M -$33.3K -450 -2%
PI
161
PEAK6 Investments
Illinois
$1.49M +$1.49M +20,080 New
RA
162
Royce & Associates
New York
$1.48M -$6.23M -84,128 -81%
GC
163
Guggenheim Capital
Illinois
$1.39M -$33K -445 -2%
Thrivent Financial for Lutherans
164
Thrivent Financial for Lutherans
Minnesota
$1.37M +$10.7K +144 +0.8%
SDIC
165
South Dakota Investment Council
South Dakota
$1.36M +$121K +1,630 +10%
IA
166
Icon Advisers
Colorado
$1.36M – – –
AG
167
Advisor Group
Arizona
$1.32M +$1.2M +16,235 +1,031%
GAM
168
Gotham Asset Management
New York
$1.3M -$7.16M -96,617 -85%
AC
169
Allstate Corporation
Illinois
$1.28M +$1.28M +17,241 New
LSERS
170
Louisiana State Employees Retirement System
Louisiana
$1.27M +$7.41K +100 +0.6%
ProShare Advisors
171
ProShare Advisors
Maryland
$1.27M +$165K +2,227 +15%
US Bancorp
172
US Bancorp
Minnesota
$1.21M -$16.3K -220 -1%
Truist Financial
173
Truist Financial
North Carolina
$1.21M +$1.21M +16,385 New
TC
174
TwinBeech Capital
New York
$1.19M +$1.19M +16,037 New
Janney Montgomery Scott
175
Janney Montgomery Scott
Pennsylvania
$1.18M +$173K +2,336 +17%
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