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HealthEquity
HQY

Overview Fund Activity

68 hedge funds and large institutions have $792M invested in HealthEquity in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 14 closing their positions.

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
29
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.5M
2
BAMCO Inc
2
BAMCO Inc
New York
$44.4M
3
SIMG
3
Stephens Investment Management Group
Texas
$26.6M
4
Northern Trust
4
Northern Trust
Illinois
$2.71M
5
Wells Fargo
5
Wells Fargo
California
$24M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$0
2
TCM
2
Tygh Capital Management
Oregon
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$0
5
TI
5
Turner Investments
Pennsylvania
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$392M 15,394,151 – –
NPGCU
2
Napier Park Global Capital (US)
New York
$103M 4,031,468 – –
BAMCO Inc
3
BAMCO Inc
New York
$44.4M 1,744,675 +122,427 +8%
Morgan Stanley
4
Morgan Stanley
New York
$34M 1,337,079 -128,033 -9%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$29.6M 1,162,485 – –
SIMG
6
Stephens Investment Management Group
Texas
$26.6M 1,045,351 +117,241 +13%
Wells Fargo
7
Wells Fargo
California
$24M 942,080 +70,206 +8%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.5M 452,665 +389,839 +621%
Franklin Resources
9
Franklin Resources
California
$11.2M 440,240 +63,600 +17%
O
10
OppenheimerFunds
New York
$9.79M 384,540 +30,140 +9%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$8.26M 324,721 +11,096 +4%
FAM
12
Fred Alger Management
New York
$7.34M 288,393 -11,536 -4%
BFA
13
BlackRock Fund Advisors
California
$6.69M 262,830 +30,954 +13%
Ameriprise
14
Ameriprise
Minnesota
$6.5M 255,390 -32,915 -11%
OAM
15
Oberweis Asset Management
Illinois
$6.48M 254,565 -5,840 -2%
NCGI
16
Next Century Growth Investors
Minnesota
$5.94M 233,475 -3,376 -1%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$5.57M 218,821 +1,512 +0.7%
GGHC
18
Gilder Gagnon Howe & Co
New York
$5.3M 208,049 -25,726 -11%
CC
19
Crosslink Capital
California
$4.13M 162,232 +16,632 +11%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.04M 158,600 – –
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$3.57M 140,400 +1,600 +1%
State Street
22
State Street
Massachusetts
$2.89M 113,638 +25,838 +29%
Alyeska Investment Group
23
Alyeska Investment Group
Illinois
$2.83M 111,019 -43,028 -28%
Northern Trust
24
Northern Trust
Illinois
$2.71M 106,644 +83,574 +362%
BIT
25
BlackRock Institutional Trust
California
$2.54M 99,895 -31,711 -24%
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