HQY icon

HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Oppenheimer Asset Management
New York
$466K +$69.3K +1,161 +17%
CG
202
Cutler Group
California
$459K +$459K +7,700 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$457K +$457K +7,666 New
Two Sigma Advisers
204
Two Sigma Advisers
New York
$453K -$530K -8,900 -54%
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
$442K +$442K +7,417 New
BNP Paribas Asset Management
206
BNP Paribas Asset Management
France
$425K +$425K +7,308 New
Robeco Institutional Asset Management
207
Robeco Institutional Asset Management
Netherlands
$422K +$422K +7,252 New
MSL
208
Mackay Shields LLC
New York
$421K -$38.1K -639 -8%
BPM
209
Bowling Portfolio Management
Ohio
$416K +$416K +6,972 New
CI
210
Cigna Investments
Connecticut
$402K -$79.4K -1,332 -16%
SDIC
211
South Dakota Investment Council
South Dakota
$400K – – –
CPC
212
Cookson Peirce & Co
Pennsylvania
$400K +$400K +6,700 New
SAM
213
Securian Asset Management
Minnesota
$396K – – –
SCM
214
Silvant Capital Management
Georgia
$396K +$30.1K +505 +8%
Calamos Advisors
215
Calamos Advisors
Illinois
$388K -$316K -5,300 -45%
Acadian Asset Management
216
Acadian Asset Management
Massachusetts
$370K +$317K +5,313 +604%
CPIM
217
Columbia Partners Investment Management
Virginia
$368K -$66K -1,107 -15%
WAM
218
Wakefield Asset Management
Colorado
$354K +$162K +2,710 +84%
SCM
219
Stevens Capital Management
Pennsylvania
$354K +$162K +2,720 +84%
CIM
220
CIM Investment Management
Pennsylvania
$347K +$167K +2,802 +93%
IG
221
ING Group
Netherlands
$347K +$347K +5,820 New
PA
222
Profund Advisors
Maryland
$339K -$195K -3,268 -37%
NICM
223
Neo Ivy Capital Management
New York
$330K +$330K +5,528 New
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$329K +$329K +5,512 New
SI
225
Stephens Inc
Arkansas
$319K +$82.1K +1,375 +35%
7 8
9
10 11