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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$108K +$108K +2,656 New
LIA
177
LS Investment Advisors
Michigan
$74K – – –
GXMC
178
Global X Management Company
New York
$66K – – –
RCM
179
Riverhead Capital Management
Delaware
$57K – – –
AIM
180
Arcadia Investment Management
Michigan
$56K – – –
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$50K – – –
JG
182
Jefferies Group
New York
$36K +$36K +900 New
TRCT
183
Tower Research Capital (TRC)
New York
$34K +$34K +833 New
SWA
184
Sutton Wealth Advisors
Florida
$26.4K – – –
ClearBridge Investments
185
ClearBridge Investments
New York
$26K +$17.4K +425 +202%
GRP
186
Global Retirement Partners
California
$24K +$24K +600 New
US Bancorp
187
US Bancorp
Minnesota
$23K +$19.5K +480 +552%
Creative Planning
188
Creative Planning
Kansas
$21K +$19K +474 +948%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$20K – – –
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$20K +$20K +500 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$15K +$861 +21 +6%
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$12K +$12K +281 New
TFA
193
Transamerica Financial Advisors
Florida
$12K +$12K +292 New
AG
194
Advisor Group
Arizona
$10K +$10K +250 New
MFS
195
MSI Financial Services
Massachusetts
$6K +$6K +150 New
IA
196
IFP Advisors
Florida
$3K – – –
VCM
197
Versant Capital Management
Arizona
$3K – – –
TWA
198
TCI Wealth Advisors
Arizona
$2K – – –
QCG
199
Quadrant Capital Group
Ohio
$1K – – –
NPGCU
200
Napier Park Global Capital (US)
New York
– -$25.6M -676,468 Closed
5 6 7
8
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