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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Oppenheimer Asset Management
New York
$398K +$398K +6,565 New
SCM
202
Silvant Capital Management
Georgia
$338K +$338K +5,589 New
SCM
203
Shelton Capital Management
Colorado
$308K +$308K +5,083 New
SL
204
Signition LP
New York
$305K -$147K -2,424 -32%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$294K +$37.3K +616 +15%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$292K +$292K +4,823 New
SEI Investments
207
SEI Investments
Pennsylvania
$289K -$151K -2,497 -34%
ED
208
Exane Derivatives
France
$288K +$6.55K +109 +2%
CSS
209
Cubist Systematic Strategies
Connecticut
$286K +$286K +4,726 New
AIP
210
Ameritas Investment Partners
Nebraska
$265K – – –
SPIA
211
Steward Partners Investment Advisory
New York
$265K +$265K +4,381 New
FAM
212
Fortaleza Asset Management
Illinois
$262K – – –
HH
213
Hilltop Holdings
Texas
$252K +$252K +4,168 New
ECM
214
Everence Capital Management
Indiana
$246K +$246K +4,070 New
GCA
215
Gideon Capital Advisors
New York
$239K +$239K +3,951 New
SO
216
STRS Ohio
Ohio
$236K +$194K +3,200 +457%
PAG
217
Private Advisor Group
New Jersey
$230K +$230K +3,800 New
UAS
218
United Asset Strategies
New York
$228K +$228K +3,765 New
MC
219
Miles Capital
Iowa
$228K +$228K +3,769 New
Commonwealth Equity Services
220
Commonwealth Equity Services
Massachusetts
$226K +$226K +3,735 New
Simplex Trading
221
Simplex Trading
Illinois
$224K +$165K +2,724 +278%
Arrowstreet Capital
222
Arrowstreet Capital
Massachusetts
$224K +$224K +3,700 New
SBIA
223
Sheaff Brock Investment Advisors
Indiana
$221K +$221K +3,652 New
PM
224
Parametrica Management
Hong Kong
$220K +$220K +3,633 New
ZB
225
Zions Bancorporation
Utah
$220K +$220K +3,640 New
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9
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