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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Adage Capital Partners
201
Adage Capital Partners
Massachusetts
– – -158,411 Closed
CC
202
Crosslink Capital
California
– – -140,303 Closed
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
– – -65,227 Closed
Asset Management One
204
Asset Management One
Japan
– – -62,663 Closed
Los Angeles Capital Management
205
Los Angeles Capital Management
California
– – -53,815 Closed
California Public Employees Retirement System
206
California Public Employees Retirement System
California
– – -22,200 Closed
Federated Hermes
207
Federated Hermes
Pennsylvania
– – -13,425 Closed
DWM
208
Dorchester Wealth Management
Quebec, Canada
– – -12,000 Closed
CM
209
Crestline Management
Texas
– – -11,892 Closed
Tudor Investment Corp
210
Tudor Investment Corp
Connecticut
– – -9,800 Closed
CEP
211
Chicago Equity Partners
Illinois
– – -8,420 Closed
Commonwealth Equity Services
212
Commonwealth Equity Services
Massachusetts
– – -6,611 Closed
ACI
213
AMP Capital Investors
Australia
– – -5,900 Closed
NFG
214
Next Financial Group
Texas
– – -1,525 Closed
SAM
215
Solaris Asset Management
New York
– – -775 Closed
Simplex Trading
216
Simplex Trading
Illinois
– – – –
PG
217
PEAK6 Group
Illinois
– – – –
ST
218
Spot Trading
Illinois
– – – –
Group One Trading
219
Group One Trading
Illinois
– – – –
AssetMark Inc
220
AssetMark Inc
California
$0 2 +2 New
5 6 7 8
9