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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$105M
2
ACH
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
4
TCM
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
Wells Fargo
California
$36.9M
3
PC
PointState Capital
New York
$0
4
NCGI
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
176
SG Americas Securities
New York
$358K +$358K +7,178 New
NERM
177
New England Research & Management
Illinois
$357K -$142K -2,840 -28%
GA
178
Geneva Advisors
Illinois
$354K +$354K +7,095 New
AB
179
Amalgamated Bank
New York
$342K +$57.8K +1,159 +20%
VFA
180
Virtus Fund Advisers
Connecticut
$282K +$282K +5,612 New
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$268K -$17.5K -351 -6%
FMT
182
First Mercantile Trust
Tennessee
$265K -$84.3K -1,692 -24%
ProShare Advisors
183
ProShare Advisors
Maryland
$252K -$46.1K -926 -15%
CIBC World Market
184
CIBC World Market
Ontario, Canada
$246K +$246K +4,946 New
PAM
185
Panagora Asset Management
Massachusetts
$238K +$238K +4,777 New
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$224K +$224K +4,500 New
NFP
187
Narus Financial Partners
Utah
$222K +$222K +4,452 New
AIP
188
Ameritas Investment Partners
Nebraska
$218K +$32.3K +648 +17%
SCM
189
Shelton Capital Management
Colorado
$217K +$217K +4,364 New
1GA
190
1st Global Advisors
Texas
$213K +$213K +4,271 New
CCIA
191
Campbell & Co Investment Adviser
Maryland
$210K +$210K +4,219 New
SEI Investments
192
SEI Investments
Pennsylvania
$204K +$66.6K +1,331 +48%
ECM
193
Everence Capital Management
Indiana
$203K +$203K +4,070 New
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$200K +$200K +4,007 New
QT
195
Quantbot Technologies
New York
$196K -$146K -2,942 -43%
DADC
196
D.A. Davidson & Co
Montana
$165K +$21.8K +439 +15%
Creative Planning
197
Creative Planning
Kansas
$163K +$79.2K +1,590 +94%
AG
198
Advisor Group
Arizona
$159K – – –
FAM
199
Fortaleza Asset Management
Illinois
$138K +$138K +2,775 New
OAM
200
Oppenheimer Asset Management
New York
$134K +$9.53K +191 +8%
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