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HealthEquity
HQY

Overview Fund Activity

166 hedge funds and large institutions have $2.06B invested in HealthEquity in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+16
Holders Change %
+10.67%
% of All Funds
4.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
30
Increased
61
Reduced
54
Closed
13
Calls
$7M
Puts
$137K
Net Calls
+$6.86M
Net Calls Change
+$2.32M

Top Buyers

1
PCM
1
Peregrine Capital Management
Minnesota
$28.9M
2
BFA
2
BlackRock Fund Advisors
California
$118M
3
Victory Capital Management
3
Victory Capital Management
Texas
$18.5M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$13M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$108M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$508K
3
HRCM
3
Hood River Capital Management
Florida
$0
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
O
5
OppenheimerFunds
New York
$30.9M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$453M 11,969,000 -151 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M 3,430,778 +279,950 +9%
BFA
3
BlackRock Fund Advisors
California
$118M 3,123,191 +503,204 +19%
Wells Fargo
4
Wells Fargo
California
$108M 2,845,858 -1,046,700 -27%
JHIU
5
Janus Henderson Investors US
Colorado
$101M 2,679,186 +20,498 +0.8%
WA
6
Wasatch Advisors
Utah
$84.7M 2,238,162 +72,807 +3%
Invesco
7
Invesco
Georgia
$80.2M 2,117,847 +61,291 +3%
NCGI
8
Next Century Growth Investors
Minnesota
$56.7M 1,499,219 -81,296 -5%
BAMCO Inc
9
BAMCO Inc
New York
$52.9M 1,396,507 -1,100 -0.1%
SIMG
10
Stephens Investment Management Group
Texas
$47.5M 1,255,402 -124,500 -9%
BIT
11
BlackRock Institutional Trust
California
$39.4M 1,041,594 +106,235 +11%
WRF
12
Waddell & Reed Financial
Kansas
$38.7M 1,021,397 +13,287 +1%
State Street
13
State Street
Massachusetts
$34.4M 907,717 +9,698 +1%
Morgan Stanley
14
Morgan Stanley
New York
$32.7M 863,727 -16,563 -2%
O
15
OppenheimerFunds
New York
$30.9M 816,960 -174,498 -18%
PCM
16
Peregrine Capital Management
Minnesota
$28.9M 763,744 +763,744 New
Franklin Resources
17
Franklin Resources
California
$27M 712,074 -172,256 -19%
Northern Trust
18
Northern Trust
Illinois
$25.8M 680,635 +88,346 +15%
NPGCU
19
Napier Park Global Capital (US)
New York
$25.6M 676,468 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$25.6M 675,549 +182,935 +37%
AllianceBernstein
21
AllianceBernstein
Tennessee
$24.5M 647,878 -6,776 -1%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$21.5M 567,892 +99,337 +21%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$21.5M 567,770 +413,223 +267%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$20.1M 530,160 +54,327 +11%
KCM
25
Kornitzer Capital Management
Kansas
$19.6M 518,615 -142,865 -22%
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