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HealthEquity
HQY

Overview Fund Trends Analyst Outlook Journalist POV

69 hedge funds and large institutions have $568M invested in HealthEquity in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$73.8M
2
+$29.7M
3
+$26.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$21.3M
5
SIMG
Stephens Investment Management Group
Texas
+$17M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$282M
2
$73.8M
3
$29.7M
4
$26.8M
5
$21.3M
6
$17M
7
$16M
8
$6.9M
9
$6.49M
10
$5.74M
11
$5.49M
12
$5.28M
13
$4.77M
14
$4.34M
15
$4.28M
16
$4.25M
17
$4M
18
$3.98M
19
$3.48M
20
$2.9M
21
$2.82M
22
$2.67M
23
$2.54M
24
$2.43M
25
$2.41M
1
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