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HealthEquity

150 hedge funds and large institutions have $1.62B invested in HealthEquity in 2016 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 41 reducing their positions, and 14 closing their positions.

Holders
150
Holders Change
+10
Holders Change %
+7.14%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
25
Increased
67
Reduced
41
Closed
14
Calls
$4.59M
Puts
$46K
Net Calls
+$4.55M
Net Calls Change
+$3.72M
Name Market Value Shares Shares
Change
Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$356M 11,969,151
Wells Fargo
2
Wells Fargo
California
$118M 3,892,558 -292,107 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$95.7M 3,150,828 +656,849 +26%
JHIU
4
Janus Henderson Investors US
Colorado
$80.8M 2,658,688 +37,044 +1%
BFA
5
BlackRock Fund Advisors
California
$79.6M 2,619,987 +214,955 +9%
WA
6
Wasatch Advisors
Utah
$65.8M 2,165,355 +44,184 +2%
Invesco
7
Invesco
Georgia
$62.5M 2,056,556 +554,306 +37%
NCGI
8
Next Century Growth Investors
Minnesota
$48M 1,580,515 +183,107 +13%
BAMCO Inc
9
BAMCO Inc
New York
$42.5M 1,397,607 -261,624 -16%
SIMG
10
Stephens Investment Management Group
Texas
$41.9M 1,379,902 -33,296 -2%
WRF
11
Waddell & Reed Financial
Kansas
$30.6M 1,008,110 +374,529 +59%
O
12
OppenheimerFunds
New York
$30.1M 991,458 +56,060 +6%
BIT
13
BlackRock Institutional Trust
California
$28.4M 935,359 +40,512 +5%
Federated Hermes
14
Federated Hermes
Pennsylvania
$27.6M 909,100
State Street
15
State Street
Massachusetts
$27.3M 898,019 +30,925 +4%
Franklin Resources
16
Franklin Resources
California
$26.9M 884,330 +114,698 +15%
Morgan Stanley
17
Morgan Stanley
New York
$26.7M 880,290 -173,940 -16%
NPGCU
18
Napier Park Global Capital (US)
New York
$20.6M 676,468 -1,000,000 -60%
KCM
19
Kornitzer Capital Management
Kansas
$20.1M 661,480 -60,965 -8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$19.9M 654,654 -239,956 -27%
Northern Trust
21
Northern Trust
Illinois
$18M 592,289 +157,163 +36%
CLM
22
ClearBridge LLC (Maryland)
Maryland
$15M 495,184 +26,710 +6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$15M 492,614 +2,400 +0.5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.5M 475,833 +50,828 +12%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$14.2M 468,555 +468,555 New