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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$58.9M
3
WA
3
Wasatch Advisors
Utah
$162M
4
Brown Advisory
4
Brown Advisory
Maryland
$47.1M
5
FAM
5
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.68M
2
Invesco
2
Invesco
Georgia
$113M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$19M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$779K -$5.01M -67,583 -87%
RG
202
Renaissance Group
Kentucky
$767K +$197K +2,665 +35%
TC
203
TownSquare Capital
Utah
$746K – – –
QT
204
Quantbot Technologies
New York
$688K -$279K -3,771 -29%
M&T Bank
205
M&T Bank
New York
$680K +$156K +2,108 +30%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$678K +$410K +5,545 +153%
RCM
207
Radnor Capital Management
Pennsylvania
$655K +$10.4K +140 +2%
SI
208
Shaker Investments
Ohio
$644K – – –
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$622K – – –
FPC
210
Falcon Point Capital
California
$602K -$1.85M -24,995 -75%
HF
211
HRT Financial
New York
$591K +$591K +7,985 New
IFWM
212
Institute for Wealth Management
Colorado
$580K -$24.4K -329 -4%
PA
213
Profund Advisors
Maryland
$580K +$41.7K +563 +8%
Twin Tree Management
214
Twin Tree Management
Texas
$536K -$2.37M -31,973 -82%
SAM
215
Securian Asset Management
Minnesota
$535K -$51.8K -700 -9%
CCIA
216
Campbell & Co Investment Adviser
Maryland
$532K +$244K +3,299 +85%
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$529K -$14.8K -205 -3%
RA
218
Rational Advisors
New York
$496K -$338K -4,560 -41%
SCM
219
Silvant Capital Management
Georgia
$492K – – –
AAMU
220
Amundi Asset Management US
Massachusetts
$489K -$160K -2,156 -25%
PIA
221
Piedmont Investment Advisors
North Carolina
$476K -$75.9K -1,026 -14%
RFC
222
Regions Financial Corp
Alabama
$457K +$24.8K +335 +6%
SM
223
Sciencast Management
New Jersey
$449K +$449K +6,105 New
PAG
224
Private Advisor Group
New Jersey
$447K – – –
CGH
225
Crossmark Global Holdings
Texas
$439K +$26.7K +360 +6%
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