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HealthEquity
HQY

Overview Fund Activity

88 hedge funds and large institutions have $928M invested in HealthEquity in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 19 reducing their positions, and 5 closing their positions.

Holders
88
Holders Change
+20
Holders Change %
+29.41%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
35
Reduced
19
Closed
5
Calls
$21K
Puts
$10K
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$30.3M
2
JHIU
2
Janus Henderson Investors US
Colorado
$26.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.8M
4
Franklin Resources
4
Franklin Resources
California
$28.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$13.2M

Top Sellers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$20.6M
2
FAM
2
Fred Alger Management
New York
$907K
3
Morgan Stanley
3
Morgan Stanley
New York
$29.3M
4
PAM
4
Panagora Asset Management
Massachusetts
$0
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$385M 15,394,151 – –
NPGCU
2
Napier Park Global Capital (US)
New York
$101M 4,031,468 – –
BAMCO Inc
3
BAMCO Inc
New York
$44.5M 1,781,184 +36,509 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$33.8M 1,351,649 +898,984 +199%
SIMG
5
Stephens Investment Management Group
Texas
$30.3M 1,213,686 +168,335 +16%
WA
6
Wasatch Advisors
Utah
$30.3M 1,213,541 +1,163,061 +2,304%
Wells Fargo
7
Wells Fargo
California
$29.9M 1,196,352 +254,272 +27%
Morgan Stanley
8
Morgan Stanley
New York
$29.3M 1,174,219 -162,860 -12%
Franklin Resources
9
Franklin Resources
California
$28.5M 1,139,851 +699,611 +159%
JHIU
10
Janus Henderson Investors US
Colorado
$26.6M 1,066,159 +1,005,214 +1,649%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$20.6M 823,885 -338,600 -29%
Federated Hermes
12
Federated Hermes
Pennsylvania
$13.2M 529,900 +456,900 +626%
CAM
13
Cortina Asset Management
Wisconsin
$10.8M 433,962 +433,962 New
O
14
OppenheimerFunds
New York
$10.4M 414,180 +29,640 +8%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$8.85M 354,132 +135,311 +62%
CC
16
Crosslink Capital
California
$8.55M 341,963 +179,731 +111%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$8.42M 336,775 +12,054 +4%
Ameriprise
18
Ameriprise
Minnesota
$8.17M 327,029 +71,639 +28%
BFA
19
BlackRock Fund Advisors
California
$6.53M 261,118 -1,712 -0.7%
OAM
20
Oberweis Asset Management
Illinois
$6.29M 251,565 -3,000 -1%
UOC
21
UBS O'Connor
Illinois
$6.18M 247,150 +247,150 New
NCGI
22
Next Century Growth Investors
Minnesota
$5.86M 234,458 +983 +0.4%
Millennium Management
23
Millennium Management
New York
$5.11M 204,335 +204,335 New
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.94M 197,853 +39,253 +25%
GGHC
25
Gilder Gagnon Howe & Co
New York
$4.37M 174,668 -33,381 -16%
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