HQY icon

HealthEquity
HQY

Overview Fund Activity

130 hedge funds and large institutions have $1.4B invested in HealthEquity in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 61 increasing their positions, 34 reducing their positions, and 12 closing their positions.

Holders
130
Holders Change
+14
Holders Change %
+12.07%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
27
Increased
61
Reduced
34
Closed
12
Calls
$3.76M
Puts
$1.35M
Net Calls
+$2.42M
Net Calls Change
+$1.21M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.3M
2
Invesco
2
Invesco
Georgia
$39.9M
3
Wells Fargo
3
Wells Fargo
California
$73.5M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$41.7M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$8.57M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$354M
2
NPGCU
2
Napier Park Global Capital (US)
New York
$49.5M
3
Franklin Resources
3
Franklin Resources
California
$30.1M
4
SIMG
4
Stephens Investment Management Group
Texas
$23.5M
5
CAM
5
Cortina Asset Management
Wisconsin
$8.35M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$354M 11,969,151 -2,299,849 -16%
Morgan Stanley
2
Morgan Stanley
New York
$77.3M 2,617,552 +1,492,086 +133%
Wells Fargo
3
Wells Fargo
California
$73.5M 2,486,943 +994,123 +67%
Vanguard Group
4
Vanguard Group
Pennsylvania
$70.4M 2,383,307 +212,991 +10%
JHIU
5
Janus Henderson Investors US
Colorado
$69.7M 2,359,908 -12,115 -0.5%
BFA
6
BlackRock Fund Advisors
California
$67.9M 2,298,699 +65,635 +3%
BAMCO Inc
7
BAMCO Inc
New York
$50.2M 1,700,242 -80,971 -5%
NPGCU
8
Napier Park Global Capital (US)
New York
$49.5M 1,676,468 -1,150,000 -41%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$41.7M 1,411,179 +747,348 +113%
NCGI
10
Next Century Growth Investors
Minnesota
$40.4M 1,367,692 +48,973 +4%
Invesco
11
Invesco
Georgia
$39.9M 1,349,697 +1,258,401 +1,378%
WA
12
Wasatch Advisors
Utah
$34.5M 1,168,405 -30,575 -3%
Federated Hermes
13
Federated Hermes
Pennsylvania
$34.3M 1,159,507 +7,007 +0.6%
Franklin Resources
14
Franklin Resources
California
$30.1M 1,019,460 -281,388 -22%
BIT
15
BlackRock Institutional Trust
California
$24.2M 817,894 +279,959 +52%
SIMG
16
Stephens Investment Management Group
Texas
$23.5M 794,512 -279,585 -26%
State Street
17
State Street
Massachusetts
$22.5M 761,945 +44,765 +6%
AllianceBernstein
18
AllianceBernstein
Tennessee
$19.8M 668,416 +12,096 +2%
O
19
OppenheimerFunds
New York
$18.9M 639,310 +84,540 +15%
BA
20
BlackRock Advisors
Delaware
$12.1M 410,628 +9,716 +2%
Northern Trust
21
Northern Trust
Illinois
$12M 407,564 +225,875 +124%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$11.9M 401,097 +79,021 +25%
Ameriprise
23
Ameriprise
Minnesota
$11.2M 378,150 -38,032 -9%
UOC
24
UBS O'Connor
Illinois
$10.7M 362,429 +64,421 +22%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$10.4M 350,400 +200,400 +134%
1
2 3 4 5