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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IR
176
Invictus RG
Bermuda
$509K +$509K +8,407 New
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$508K – – –
Wolverine Trading
178
Wolverine Trading
Illinois
$496K +$496K +8,189 New
AA
179
ALPS Advisors
Colorado
$494K -$132K -2,188 -21%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$492K +$492K +8,155 New
ProShare Advisors
181
ProShare Advisors
Maryland
$487K -$55.2K -912 -10%
CGH
182
Crossmark Global Holdings
Texas
$484K -$90.8K -1,500 -16%
XK
183
Xact Kapitalforvaltning
Sweden
$479K +$194K +3,200 +68%
AG
184
Advisor Group
Arizona
$474K -$1.06M -17,481 -69%
USAA
185
United Services Automobile Association
Texas
$469K +$469K +7,750 New
MLL
186
Moody Lynn & Lieberson
Massachusetts
$460K +$460K +7,595 New
GC
187
Guggenheim Capital
Illinois
$459K -$23.3K -384 -5%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$459K +$124K +2,046 +37%
TRCT
189
Tower Research Capital (TRC)
New York
$448K +$448K +7,404 New
SB
190
Suntrust Banks
Georgia
$444K -$17.4K -288 -4%
BCM
191
Bayesian Capital Management
New York
$443K +$443K +7,325 New
PP
192
Paloma Partners
Connecticut
$442K +$442K +7,300 New
AB
193
Amalgamated Bank
New York
$439K -$3.39K -56 -0.8%
DADC
194
D.A. Davidson & Co
Montana
$437K +$16.6K +274 +4%
CM
195
Castleark Management
Illinois
$431K +$98.4K +1,625 +30%
AQR Capital Management
196
AQR Capital Management
Connecticut
$420K -$839K -13,879 -67%
PCM
197
Prelude Capital Management
New York
$419K +$6.06K +100 +1%
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
$416K +$77.2K +1,239 +23%
Jane Street
199
Jane Street
New York
$401K +$401K +6,629 New
CCIA
200
Campbell & Co Investment Adviser
Maryland
$399K +$399K +6,590 New
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