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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$105M
2
ACH
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$111M
4
TCM
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
Wells Fargo
California
$36.9M
3
PC
PointState Capital
New York
$0
4
NCGI
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
201
Exane Derivatives
France
$132K +$132K +2,651 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$131K -$1.45K -29 -1%
RCM
203
Riverhead Capital Management
Delaware
$131K +$56.3K +1,129 +75%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$127K +$65.3K +1,308 +106%
IR
205
Invictus RG
Bermuda
$127K +$127K +2,542 New
AIM
206
Arcadia Investment Management
Michigan
$125K – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$99K -$21.4K -429 -18%
LIA
208
LS Investment Advisors
Michigan
$87K – – –
ClearBridge Investments
209
ClearBridge Investments
New York
$69K +$10.2K +204 +17%
IA
210
IFP Advisors
Florida
$61K +$57.5K +1,157 +1,630%
AIM
211
Acrospire Investment Management
Illinois
$59K +$19.8K +400 +51%
QI
212
QS Investors
New York
$55K – – –
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$52K -$263K -5,218 -84%
AF
214
Allworth Financial
California
$50K – – –
Group One Trading
215
Group One Trading
Illinois
$50K +$50K +1,000 New
GRP
216
Global Retirement Partners
California
$40K – – –
US Bancorp
217
US Bancorp
Minnesota
$35K +$6.97K +141 +25%
SWA
218
Sutton Wealth Advisors
Florida
$32.5K – – –
TDC
219
Thompson Davis & Co
Virginia
$30K +$5K +100 +20%
Simplex Trading
220
Simplex Trading
Illinois
$30K +$30K +608 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$18K +$4.87K +100 +37%
IPC
222
Independent Portfolio Consultants
Florida
$17K – – –
VCM
223
Versant Capital Management
Arizona
$8K +$4.26K +91 +114%
GEA
224
Glen Eagle Advisors
New Jersey
$6.98K +$1.5K +30 +27%
GT
225
Glenmede Trust
Pennsylvania
$4K – – –
7 8
9
10 11