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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
Eagle Asset Management
Florida
$36.9M
3
BlackRock
BlackRock
New York
$329M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$372M
2
CAM
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SIMG
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
176
PEAK6 Group
Illinois
$423K -$132K -2,607 -24%
PAM
177
Panagora Asset Management
Massachusetts
$403K +$162K +3,195 +67%
SB
178
Suntrust Banks
Georgia
$395K -$47.7K -943 -11%
PA
179
Profund Advisors
Maryland
$385K -$16.2K -321 -4%
N
180
Natixis
France
$374K +$374K +7,395 New
DADC
181
D.A. Davidson & Co
Montana
$356K +$188K +3,713 +112%
AB
182
Amalgamated Bank
New York
$347K -$456 -9 -0.1%
Two Sigma Advisers
183
Two Sigma Advisers
New York
$319K -$1.54M -30,400 -83%
PM
184
Parametrica Management
Hong Kong
$289K +$289K +5,723 New
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$280K +$8.25K +163 +3%
Envestnet Asset Management
186
Envestnet Asset Management
Illinois
$273K +$273K +5,370 New
VFA
187
Virtus Fund Advisers
Connecticut
$267K -$16.6K -328 -6%
CCIA
188
Campbell & Co Investment Adviser
Maryland
$241K +$27.9K +553 +13%
PAG
189
Private Advisor Group
New Jersey
$241K +$241K +4,697 New
ProShare Advisors
190
ProShare Advisors
Maryland
$224K -$32.5K -642 -13%
NFP
191
Narus Financial Partners
Utah
$223K -$2.12K -42 -0.9%
FAM
192
Fortaleza Asset Management
Illinois
$219K +$78.6K +1,555 +56%
SCM
193
Shelton Capital Management
Colorado
$215K -$5.87K -116 -3%
Teacher Retirement System of Texas
194
Teacher Retirement System of Texas
Texas
$212K +$9.55K +189 +5%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$208K +$208K +4,118 New
ECM
196
Everence Capital Management
Indiana
$206K – – –
HHC
197
Hutchin Hill Capital
New York
$202K -$1.65M -32,700 -89%
TI
198
Turner Investments
Pennsylvania
$202K -$177K -3,500 -47%
TRCT
199
Tower Research Capital (TRC)
New York
$189K +$189K +3,729 New
AIP
200
Ameritas Investment Partners
Nebraska
$187K – – –
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