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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
Jackson Square Partners
California
$177M
2
BlackRock
BlackRock
New York
$475M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$76M
5
Citadel Advisors
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$32.6M
3
ACH
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$47M
5
Ameriprise
Ameriprise
Minnesota
$31M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.2M +$437K +6,678 +57%
GCP
177
GSA Capital Partners
United Kingdom
$1.19M +$1.19M +18,204 New
DTL
178
Dynamic Technology Lab
Singapore
$1.18M +$150K +2,288 +15%
QT
179
Quantbot Technologies
New York
$1.18M +$873K +13,351 +283%
HCM
180
HMS Capital Management
Tennessee
$1.12M -$276K -4,217 -20%
ERSOT
181
Employees Retirement System of Texas
Texas
$1.11M -$131K -2,000 -11%
GI
182
Gradient Investments
Minnesota
$1.08M +$491K +7,503 +83%
Citigroup
183
Citigroup
New York
$1.08M -$789K -12,052 -42%
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$1.07M -$6.54K -100 -0.6%
DT
185
Diversified Trust
Tennessee
$1.07M – – –
SOMRS
186
State of Michigan Retirement System
Michigan
$1.06M -$203K -3,100 -16%
NMIMC
187
Northwestern Mutual Investment Management Company
Wisconsin
$1.02M +$386K +5,907 +61%
OAM
188
Oxford Asset Management
United Kingdom
$997K -$24.4K -373 -2%
SLG
189
Stanley-Laman Group
Pennsylvania
$991K -$1.83K -28 -0.2%
FQ
190
First Quadrant
California
$983K +$786K +12,012 +398%
Verition Fund Management
191
Verition Fund Management
Connecticut
$980K +$496K +7,582 +102%
Thrivent Financial for Lutherans
192
Thrivent Financial for Lutherans
Minnesota
$945K +$24.9K +381 +3%
VRS
193
Virginia Retirement Systems
Virginia
$909K – – –
ACM
194
AlphaCrest Capital Management
New York
$896K +$634K +9,700 +243%
AW
195
ACG Wealth
Georgia
$863K -$19.6K -300 -2%
CI
196
Cigna Investments
Connecticut
$861K +$861K +10,512 New
WCA
197
Westover Capital Advisors
Delaware
$828K -$77.5K -1,184 -9%
TC
198
TownSquare Capital
Utah
$795K -$47.4K -600 -6%
AHC
199
Anderson Hoagland & Co
Missouri
$770K – – –
AB
200
Amalgamated Bank
New York
$753K +$183K +2,801 +32%
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