HQY icon

HealthEquity
HQY

Overview Fund Activity

213 hedge funds and large institutions have $2.32B invested in HealthEquity in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 72 reducing their positions, and 21 closing their positions.

Holders
213
Holders Change
+13
Holders Change %
+6.5%
% of All Funds
5.31%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
83
Reduced
72
Closed
21
Calls
$3.22M
Puts
$23.6M
Net Calls
-$20.3M
Net Calls Change
-$22M

Top Buyers

1
BlackRock
1
BlackRock
New York
$237M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$31.3M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$12.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.2M
5
Capital World Investors
5
Capital World Investors
California
$11.9M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
NCGI
2
Next Century Growth Investors
Minnesota
$27.8M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$3.01M
4
Morgan Stanley
4
Morgan Stanley
New York
$39M
5
JHIU
5
Janus Henderson Investors US
Colorado
$83.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$372M 8,763,267 -1,000,000 -10%
BlackRock
2
BlackRock
New York
$237M 5,589,953 +5,586,414 +157,853%
Vanguard Group
3
Vanguard Group
Pennsylvania
$175M 4,115,237 +240,136 +6%
Invesco
4
Invesco
Georgia
$101M 2,389,896 +48,279 +2%
WA
5
Wasatch Advisors
Utah
$101M 2,389,295 -27,173 -1%
JHIU
6
Janus Henderson Investors US
Colorado
$83.2M 1,959,999 -250,675 -11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$65.2M 1,535,422 +286,981 +23%
Wells Fargo
8
Wells Fargo
California
$57.9M 1,364,805 -136,253 -9%
BAMCO Inc
9
BAMCO Inc
New York
$55.8M 1,314,771 +907 +0.1%
SIMG
10
Stephens Investment Management Group
Texas
$51.7M 1,218,220 +52,626 +5%
State Street
11
State Street
Massachusetts
$44.9M 1,057,823 +83,973 +9%
WRF
12
Waddell & Reed Financial
Kansas
$42.4M 997,950 +21,930 +2%
Morgan Stanley
13
Morgan Stanley
New York
$39M 919,008 -400,592 -30%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$37.1M 874,063 -93,181 -10%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$35.4M 832,846 +36,095 +5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.7M 816,504 +264,604 +48%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$31.3M 736,859 +718,704 +3,959%
PCM
18
Peregrine Capital Management
Minnesota
$29.8M 743,830 +44,792 +6%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$28.5M 671,896 -67,037 -9%
NCGI
20
Next Century Growth Investors
Minnesota
$27.8M 653,894 -563,110 -46%
Northern Trust
21
Northern Trust
Illinois
$24.7M 580,794 +3,142 +0.5%
Victory Capital Management
22
Victory Capital Management
Texas
$22.8M 537,753 -172,446 -24%
Franklin Resources
23
Franklin Resources
California
$21.7M 510,868 -133,678 -21%
Norges Bank
24
Norges Bank
Norway
$20.7M 487,282 +136,754 +39%
O
25
OppenheimerFunds
New York
$20.4M 480,971 -121,340 -20%
1
2 3 4 5