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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
Ameriprise
Minnesota
$58.9M
3
WA
Wasatch Advisors
Utah
$162M
4
Brown Advisory
Brown Advisory
Maryland
$47.1M
5
FAM
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$6.68M
2
Invesco
Invesco
Georgia
$113M
3
Two Sigma Advisers
Two Sigma Advisers
New York
$19M
4
Marshall Wace
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
176
Envestnet Asset Management
Illinois
$1.17M -$1M -13,520 -46%
SLG
177
Stanley-Laman Group
Pennsylvania
$1.16M +$50K +675 +5%
DT
178
Diversified Trust
Tennessee
$1.15M -$62.8K -847 -5%
CIP
179
Chartwell Investment Partners
Pennsylvania
$1.14M -$1.12M -15,145 -50%
SRAM
180
Spouting Rock Asset Management
Pennsylvania
$1.07M +$1.07M +14,430 New
AB
181
Amalgamated Bank
New York
$992K +$103K +1,389 +12%
SBWIC
182
Schaper Benz & Wise Investment Counsel
Wisconsin
$987K +$81.4K +1,100 +9%
CAM
183
Concorde Asset Management
Michigan
$979K +$979K +13,215 New
MERSOM
184
Municipal Employees' Retirement System of Michigan
Michigan
$970K +$10.4K +140 +1%
Wolverine Trading
185
Wolverine Trading
Illinois
$966K +$966K +13,137 New
CSS
186
Cubist Systematic Strategies
Connecticut
$960K +$377K +5,093 +65%
OBGC
187
O'Brien Greene & Co
Pennsylvania
$956K +$956K +12,900 New
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$926K +$5.04K +68 +0.5%
XK
189
Xact Kapitalforvaltning
Sweden
$912K – – –
TRSOTSOK
190
Teachers Retirement System of the State of Kentucky
Kentucky
$896K – – –
CCA
191
Catalyst Capital Advisors
New York
$889K -$585K -7,900 -40%
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$889K – – –
AW
193
ACG Wealth
Georgia
$874K -$96.3K -1,300 -10%
SOADOR
194
State of Alaska Department of Revenue
Alaska
$863K -$66.9K -903 -7%
WCA
195
Westover Capital Advisors
Delaware
$847K -$9.71K -131 -1%
OAM
196
Oppenheimer Asset Management
New York
$831K +$104K +1,406 +14%
AHC
197
Anderson Hoagland & Co
Missouri
$813K – – –
FWM
198
Frontier Wealth Management
Missouri
$796K – – –
SO
199
STRS Ohio
Ohio
$792K +$66.6K +900 +9%
ACM
200
AlphaCrest Capital Management
New York
$783K +$324K +4,377 +71%
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