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HealthEquity

144 hedge funds and large institutions have $1.23B invested in HealthEquity in 2015 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
144
Holders Change
+14
Holders Change %
+10.77%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
31
Increased
58
Reduced
38
Closed
16
Calls
$2.75M
Puts
$2.29M
Net Calls
+$456K
Net Calls Change
-$1.96M
Name Market Value Shares Shares
Change
Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$300M 11,969,151
Wells Fargo
2
Wells Fargo
California
$81.5M 3,252,783 +765,840 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$65.3M 2,602,797 +219,490 +9%
JHIU
4
Janus Henderson Investors US
Colorado
$61.8M 2,465,986 +106,078 +4%
BFA
5
BlackRock Fund Advisors
California
$60.1M 2,396,558 +97,859 +4%
Morgan Stanley
6
Morgan Stanley
New York
$43.4M 1,730,120 -887,432 -34%
NPGCU
7
Napier Park Global Capital (US)
New York
$42M 1,676,468
BAMCO Inc
8
BAMCO Inc
New York
$41.9M 1,671,458 -28,784 -2%
Invesco
9
Invesco
Georgia
$37.6M 1,498,778 +149,081 +11%
NCGI
10
Next Century Growth Investors
Minnesota
$34.9M 1,390,939 +23,247 +2%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$30.9M 1,231,530 -179,649 -13%
WA
12
Wasatch Advisors
Utah
$29M 1,158,664 -9,741 -0.8%
Federated Hermes
13
Federated Hermes
Pennsylvania
$22.8M 909,100 -250,407 -22%
BIT
14
BlackRock Institutional Trust
California
$22M 879,295 +61,401 +8%
SIMG
15
Stephens Investment Management Group
Texas
$19.7M 786,752 -7,760 -1%
State Street
16
State Street
Massachusetts
$19.2M 767,424 +5,479 +0.7%
O
17
OppenheimerFunds
New York
$18.2M 724,538 +85,228 +13%
Franklin Resources
18
Franklin Resources
California
$17.5M 696,821 -322,639 -32%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$16.9M 674,778 +674,778 New
AllianceBernstein
20
AllianceBernstein
Tennessee
$15.6M 622,090 -46,326 -7%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$14.2M 565,906 +215,506 +62%
CC
22
Crosslink Capital
California
$12.3M 490,859 +303,216 +162%
CIBC Private Wealth Group
23
CIBC Private Wealth Group
Georgia
$10.8M 429,059 +92,980 +28%
Northern Trust
24
Northern Trust
Illinois
$10.7M 426,975 +19,411 +5%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$10.5M 419,607 +71,932 +21%