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HealthEquity
HQY

Overview Fund Activity

200 hedge funds and large institutions have $2.2B invested in HealthEquity in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 16 closing their positions.

Holders
200
Holders Change
+34
Holders Change %
+20.48%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
52
Increased
70
Reduced
57
Closed
16
Calls
$5.33M
Puts
$3.68M
Net Calls
+$1.65M
Net Calls Change
-$5.21M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$50.6M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$29.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$157M
5
BFA
5
BlackRock Fund Advisors
California
$142M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$396M
2
Wells Fargo
2
Wells Fargo
California
$60.8M
3
NPGCU
3
Napier Park Global Capital (US)
New York
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$89.6M
5
NCGI
5
Next Century Growth Investors
Minnesota
$49.3M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$396M 9,763,267 -2,205,733 -18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$157M 3,875,101 +444,323 +13%
BFA
3
BlackRock Fund Advisors
California
$142M 3,501,628 +378,437 +12%
WA
4
Wasatch Advisors
Utah
$97.9M 2,416,468 +178,306 +8%
Invesco
5
Invesco
Georgia
$94.9M 2,341,617 +223,770 +11%
JHIU
6
Janus Henderson Investors US
Colorado
$89.6M 2,210,674 -468,512 -17%
Wells Fargo
7
Wells Fargo
California
$60.8M 1,501,058 -1,344,800 -47%
Morgan Stanley
8
Morgan Stanley
New York
$53.5M 1,319,600 +455,873 +53%
BAMCO Inc
9
BAMCO Inc
New York
$53.2M 1,313,864 -82,643 -6%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$50.6M 1,248,441 +680,671 +120%
NCGI
11
Next Century Growth Investors
Minnesota
$49.3M 1,217,004 -282,215 -19%
SIMG
12
Stephens Investment Management Group
Texas
$47.2M 1,165,594 -89,808 -7%
BIT
13
BlackRock Institutional Trust
California
$44.9M 1,107,408 +65,814 +6%
WRF
14
Waddell & Reed Financial
Kansas
$39.5M 976,020 -45,377 -4%
State Street
15
State Street
Massachusetts
$39.5M 973,850 +66,133 +7%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$39.2M 967,244 +291,695 +43%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$32.3M 796,751 +228,859 +40%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$29.9M 738,933 +596,825 +420%
Victory Capital Management
19
Victory Capital Management
Texas
$28.8M 710,199 +220,998 +45%
PCM
20
Peregrine Capital Management
Minnesota
$28.3M 699,038 -64,706 -8%
Franklin Resources
21
Franklin Resources
California
$26.1M 644,546 -67,528 -9%
O
22
OppenheimerFunds
New York
$24.4M 602,311 -214,649 -26%
AllianceBernstein
23
AllianceBernstein
Tennessee
$23.5M 579,284 -68,594 -11%
Northern Trust
24
Northern Trust
Illinois
$23.4M 577,652 -102,983 -15%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$22.4M 551,900 +21,740 +4%
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