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HealthEquity
HQY

Overview Fund Activity

140 hedge funds and large institutions have $1.28B invested in HealthEquity in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 27 closing their positions.

Holders
140
Holders Change
-4
Holders Change %
-2.78%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
60
Reduced
34
Closed
27
Calls
$2.24M
Puts
$1.41M
Net Calls
+$824K
Net Calls Change
+$368K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$51.8M
2
Wells Fargo
2
Wells Fargo
California
$103M
3
KCM
3
Kornitzer Capital Management
Kansas
$17.8M
4
SIMG
4
Stephens Investment Management Group
Texas
$34.9M
5
CLM
5
ClearBridge LLC (Maryland)
Maryland
$11.6M

Top Sellers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$0
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51M
5
RFC
5
Russell Frank Company
Washington
$2.12M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$295M 11,969,151 – –
Wells Fargo
2
Wells Fargo
California
$103M 4,184,665 +931,882 +29%
JHIU
3
Janus Henderson Investors US
Colorado
$64.7M 2,621,644 +155,658 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$61.5M 2,493,979 -108,818 -4%
BFA
5
BlackRock Fund Advisors
California
$59.3M 2,405,032 +8,474 +0.4%
WA
6
Wasatch Advisors
Utah
$51.8M 2,121,171 +962,507 +83%
NPGCU
7
Napier Park Global Capital (US)
New York
$41.4M 1,676,468 – –
BAMCO Inc
8
BAMCO Inc
New York
$40.9M 1,659,231 -12,227 -0.7%
Invesco
9
Invesco
Georgia
$37.1M 1,502,250 +3,472 +0.2%
SIMG
10
Stephens Investment Management Group
Texas
$34.9M 1,413,198 +626,446 +80%
NCGI
11
Next Century Growth Investors
Minnesota
$34.5M 1,397,408 +6,469 +0.5%
Morgan Stanley
12
Morgan Stanley
New York
$26M 1,054,230 -675,890 -39%
O
13
OppenheimerFunds
New York
$23.1M 935,398 +210,860 +29%
Federated Hermes
14
Federated Hermes
Pennsylvania
$22.4M 909,100 – –
BIT
15
BlackRock Institutional Trust
California
$22.1M 894,847 +15,552 +2%
AllianceBernstein
16
AllianceBernstein
Tennessee
$22.1M 894,610 +272,520 +44%
State Street
17
State Street
Massachusetts
$21.4M 867,094 +99,670 +13%
Franklin Resources
18
Franklin Resources
California
$19M 769,632 +72,811 +10%
KCM
19
Kornitzer Capital Management
Kansas
$17.8M 722,445 +722,445 New
WRF
20
Waddell & Reed Financial
Kansas
$15.6M 633,581 +452,462 +250%
CC
21
Crosslink Capital
California
$13.2M 534,278 +43,419 +9%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$12.1M 490,214 +70,607 +17%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$11.6M 468,474 +468,474 New
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$11.5M 467,694 +38,635 +9%
Millennium Management
25
Millennium Management
New York
$11M 445,554 +303,922 +215%
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