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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
176
ACG Wealth
Georgia
$999K – – –
Allianz Asset Management
177
Allianz Asset Management
Germany
$983K -$5.07M -68,504 -84%
AHC
178
Anderson Hoagland & Co
Missouri
$964K – – –
Jane Street
179
Jane Street
New York
$942K -$1.57M -21,204 -62%
ProShare Advisors
180
ProShare Advisors
Maryland
$930K +$124K +1,669 +15%
CSS
181
Cubist Systematic Strategies
Connecticut
$896K -$1.9M -25,666 -68%
US Bancorp
182
US Bancorp
Minnesota
$862K +$229K +3,101 +36%
FWM
183
Frontier Wealth Management
Missouri
$832K -$18.5K -250 -2%
NMERB
184
New Mexico Educational Retirement Board
New Mexico
$814K – – –
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$799K – – –
TC
186
TownSquare Capital
Utah
$789K – – –
UCFA
187
United Capital Financial Advisors
Texas
$734K +$133K +1,799 +22%
MERSOM
188
Municipal Employees' Retirement System of Michigan
Michigan
$732K -$231K -3,120 -24%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$714K -$44.6K -603 -6%
COPPSERS
190
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$707K +$2.81K +38 +0.4%
XK
191
Xact Kapitalforvaltning
Sweden
$689K – – –
OAM
192
Oppenheimer Asset Management
New York
$683K +$105K +1,419 +18%
Marshall Wace
193
Marshall Wace
United Kingdom
$678K +$441K +5,959 +186%
GI
194
Gradient Investments
Minnesota
$671K +$671K +9,069 New
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$656K -$30.5K -412 -4%
PCM
196
Prelude Capital Management
New York
$654K -$25.1K -339 -4%
AB
197
Amalgamated Bank
New York
$644K +$15.5K +210 +2%
IFWM
198
Institute for Wealth Management
Colorado
$628K – – –
SG Americas Securities
199
SG Americas Securities
New York
$623K +$295K +3,988 +90%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$621K – – –
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