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HealthEquity

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.

Holders
69
Holders Change
+69
Holders Change %
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
69
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$282M 15,394,151 +15,394,151 New
NPGCU
2
Napier Park Global Capital (US)
New York
$73.8M 4,031,468 +4,031,468 New
BAMCO Inc
3
BAMCO Inc
New York
$29.7M 1,622,248 +1,622,248 New
Morgan Stanley
4
Morgan Stanley
New York
$26.8M 1,465,112 +1,465,112 New
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$21.3M 1,162,485 +1,162,485 New
SIMG
6
Stephens Investment Management Group
Texas
$17M 928,110 +928,110 New
Wells Fargo
7
Wells Fargo
California
$16M 871,874 +871,874 New
Franklin Resources
8
Franklin Resources
California
$6.9M 376,640 +376,640 New
O
9
OppenheimerFunds
New York
$6.49M 354,400 +354,400 New
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.74M 313,625 +313,625 New
FAM
11
Fred Alger Management
New York
$5.49M 299,929 +299,929 New
Ameriprise
12
Ameriprise
Minnesota
$5.28M 288,305 +288,305 New
OAM
13
Oberweis Asset Management
Illinois
$4.77M 260,405 +260,405 New
NCGI
14
Next Century Growth Investors
Minnesota
$4.34M 236,851 +236,851 New
GGHC
15
Gilder Gagnon Howe & Co
New York
$4.28M 233,775 +233,775 New
BFA
16
BlackRock Fund Advisors
California
$4.25M 231,876 +231,876 New
TCM
17
TimesSquare Capital Management
New York
$4M 218,700 +218,700 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$3.98M 217,309 +217,309 New
TCM
19
Tygh Capital Management
Oregon
$3.48M 189,840 +189,840 New
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.9M 158,600 +158,600 New
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$2.82M 154,047 +154,047 New
CC
22
Crosslink Capital
California
$2.67M 145,600 +145,600 New
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$2.54M 138,800 +138,800 New
TI
24
Turner Investments
Pennsylvania
$2.43M 132,840 +132,840 New
BIT
25
BlackRock Institutional Trust
California
$2.41M 131,606 +131,606 New