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HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
Eagle Asset Management
Florida
$36.9M
3
BlackRock
BlackRock
New York
$329M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
W.R. Berkley Corp
Connecticut
$372M
2
CAM
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
SIMG
Stephens Investment Management Group
Texas
$51.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Oppenheimer Asset Management
New York
$179K +$43.1K +851 +32%
AG
202
Advisor Group
Arizona
$160K -$2.23K -44 -1%
ED
203
Exane Derivatives
France
$133K -$1.47K -29 -1%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$129K – – –
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$126K +$25.3K +499 +25%
ZB
206
Zions Bancorporation
Utah
$119K +$119K +2,360 New
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$101K -$32.1K -634 -24%
LIA
208
LS Investment Advisors
Michigan
$95K +$7.04K +139 +8%
ClearBridge Investments
209
ClearBridge Investments
New York
$79K +$9.12K +180 +13%
CG
210
Cutler Group
California
$69K -$424K -8,416 -86%
Simplex Trading
211
Simplex Trading
Illinois
$61K +$30.6K +610 +100%
AIM
212
Arcadia Investment Management
Michigan
$57K -$69.8K -1,384 -55%
QI
213
QS Investors
New York
$56K – – –
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$55K +$3.12K +62 +6%
AF
215
Allworth Financial
California
$51K – – –
IA
216
IFP Advisors
Florida
$38K -$24.1K -476 -39%
MSFP
217
Mark Sheptoff Financial Planning
Connecticut
$35K -$363K -7,250 -91%
SWA
218
Sutton Wealth Advisors
Florida
$33K – – –
NIT
219
NumerixS Investment Technologies
British Columbia, Canada
$25K -$380K -7,600 -94%
FPS
220
Fieldpoint Private Securities
Connecticut
$25K +$25K +500 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$19K – – –
Citigroup
222
Citigroup
New York
$9K -$914K -17,462 -99%
VCM
223
Versant Capital Management
Arizona
$9K +$1.03K +22 +13%
GEA
224
Glen Eagle Advisors
New Jersey
$7.08K – – –
HMS
225
Hanseatic Management Services
New Mexico
$7K -$1.01M -20,534 -99%
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