HQY icon

HealthEquity
HQY

Overview Fund Activity

116 hedge funds and large institutions have $1.45B invested in HealthEquity in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
+28
Holders Change %
+31.82%
% of All Funds
3.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
43
Increased
47
Reduced
22
Closed
15
Calls
$1.48M
Puts
$276K
Net Calls
+$1.21M
Net Calls Change
+$1.2M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$71.6M
2
JHIU
2
Janus Henderson Investors US
Colorado
$76M
3
NCGI
3
Next Century Growth Investors
Minnesota
$42.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$69.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$21M

Top Sellers

1
NPGCU
1
Napier Park Global Capital (US)
New York
$90.6M
2
WRBC
2
W.R. Berkley Corp
Connecticut
$457M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$10.6M
4
Millennium Management
4
Millennium Management
New York
$801K
5
CC
5
Crosslink Capital
California
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$457M 14,269,000 -1,125,151 -7%
NPGCU
2
Napier Park Global Capital (US)
New York
$90.6M 2,826,468 -1,205,000 -30%
JHIU
3
Janus Henderson Investors US
Colorado
$76M 2,372,023 +1,305,864 +122%
BFA
4
BlackRock Fund Advisors
California
$71.6M 2,233,064 +1,971,946 +755%
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.6M 2,170,316 +818,667 +61%
BAMCO Inc
6
BAMCO Inc
New York
$57.1M 1,781,213 +29 +0%
Wells Fargo
7
Wells Fargo
California
$47.8M 1,492,820 +296,468 +25%
NCGI
8
Next Century Growth Investors
Minnesota
$42.3M 1,318,719 +1,084,261 +462%
Franklin Resources
9
Franklin Resources
California
$41.7M 1,300,848 +160,997 +14%
WA
10
Wasatch Advisors
Utah
$38.4M 1,198,980 -14,561 -1%
Federated Hermes
11
Federated Hermes
Pennsylvania
$36.9M 1,152,500 +622,600 +117%
Morgan Stanley
12
Morgan Stanley
New York
$36.1M 1,125,466 -48,753 -4%
SIMG
13
Stephens Investment Management Group
Texas
$34.4M 1,074,097 -139,589 -12%
State Street
14
State Street
Massachusetts
$23M 717,180 +571,426 +392%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$21.3M 663,831 +309,699 +87%
AllianceBernstein
16
AllianceBernstein
Tennessee
$21M 656,320 +642,620 +4,691%
O
17
OppenheimerFunds
New York
$17.8M 554,770 +140,590 +34%
BIT
18
BlackRock Institutional Trust
California
$17.2M 537,935 +412,693 +330%
CAM
19
Cortina Asset Management
Wisconsin
$13.5M 422,092 -11,870 -3%
Ameriprise
20
Ameriprise
Minnesota
$13.3M 416,182 +89,153 +27%
BA
21
BlackRock Advisors
Delaware
$12.8M 400,912 +304,006 +314%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$10.8M 336,775 – –
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$10.6M 331,914 -491,971 -60%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$10.3M 322,076 +265,980 +474%
UOC
25
UBS O'Connor
Illinois
$9.55M 298,008 +50,858 +21%
1
2 3 4 5