HQY icon

HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$48.1M
2
EAM
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
Credit Suisse
Switzerland
$18.3M
5
BlackRock
BlackRock
New York
$315M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
Invesco
Invesco
Georgia
$113M
4
NFA
Nationwide Fund Advisors
Ohio
$0
5
CM
Castleark Management
Illinois
$256K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
176
D.A. Davidson & Co
Montana
$324K -$4.48K -96 -1%
PCM
177
Prelude Capital Management
New York
$318K +$318K +6,817 New
IFWM
178
Institute for Wealth Management
Colorado
$315K +$315K +6,775 New
LCM
179
Laurion Capital Management
New York
$280K +$280K +6,011 New
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$258K -$233 -5 -0.1%
CM
181
Castleark Management
Illinois
$256K -$10.3M -220,494 -98%
Envestnet Asset Management
182
Envestnet Asset Management
Illinois
$254K +$3.18K +68 +1%
VFA
183
Virtus Fund Advisers
Connecticut
$227K -$19.2K -413 -8%
XK
184
Xact Kapitalforvaltning
Sweden
$220K +$220K +4,716 New
ED
185
Exane Derivatives
France
$218K +$96.1K +2,060 +79%
TSS
186
Two Sigma Securities
New York
$208K +$208K +4,457 New
AIP
187
Ameritas Investment Partners
Nebraska
$204K – – –
Russell Investments Group
188
Russell Investments Group
United Kingdom
$202K -$700K -14,702 -78%
FAM
189
Fortaleza Asset Management
Illinois
$202K – – –
HHC
190
Hutchin Hill Capital
New York
$201K +$14K +300 +8%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$161K +$42.3K +908 +36%
CCA
192
Catalyst Capital Advisors
New York
$149K +$149K +3,200 New
AWM
193
Avior Wealth Management
Nebraska
$129K +$129K +2,759 New
II
194
Inspire Investing
Idaho
$95K +$95K +2,031 New
WAM
195
Wolverine Asset Management
Illinois
$92K +$92K +1,973 New
LIA
196
LS Investment Advisors
Michigan
$77K -$10.2K -219 -12%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$58K +$7.85K +171 +16%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$56K -$60.7K -1,292 -52%
US Bancorp
199
US Bancorp
Minnesota
$56K +$51.9K +1,110 +1,276%
AIM
200
Arcadia Investment Management
Michigan
$53K – – –
6 7
8
9 10