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HealthEquity
HQY

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in HealthEquity in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 104 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
233
Holders Change
+20
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.12%
New
41
Increased
104
Reduced
67
Closed
19
Calls
$5.28M
Puts
$9.41M
Net Calls
-$4.13M
Net Calls Change
+$16.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$105M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$40.8M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$111M
4
TCM
4
TimesSquare Capital Management
New York
$25.8M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$20.5M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$393M
2
Wells Fargo
2
Wells Fargo
California
$36.9M
3
PC
3
PointState Capital
New York
$0
4
NCGI
4
Next Century Growth Investors
Minnesota
$18.8M
5
Capital World Investors
5
Capital World Investors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$393M 7,883,280 -879,987 -10%
BlackRock
2
BlackRock
New York
$291M 5,831,014 +241,061 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$211M 4,237,298 +122,061 +3%
WA
4
Wasatch Advisors
Utah
$122M 2,442,180 +52,885 +2%
Invesco
5
Invesco
Georgia
$118M 2,371,756 -18,140 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$111M 2,235,150 +699,728 +46%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$105M 2,113,030 +1,822,732 +628%
BAMCO Inc
8
BAMCO Inc
New York
$60M 1,203,771 -111,000 -8%
SIMG
9
Stephens Investment Management Group
Texas
$58.8M 1,179,005 -39,215 -3%
State Street
10
State Street
Massachusetts
$58.4M 1,172,117 +114,294 +11%
WRF
11
Waddell & Reed Financial
Kansas
$49.3M 989,740 -8,210 -0.8%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$47.9M 961,672 +87,609 +10%
Morgan Stanley
13
Morgan Stanley
New York
$45.4M 911,187 -7,821 -0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$44.3M 889,519 +73,015 +9%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$41.5M 832,497 -349 -0%
ACH
16
ArrowMark Colorado Holdings
Colorado
$40.8M 817,917 +817,917 New
VOYA Investment Management
17
VOYA Investment Management
Georgia
$38.9M 781,559 +44,700 +6%
Wells Fargo
18
Wells Fargo
California
$36.9M 741,485 -623,320 -46%
PCM
19
Peregrine Capital Management
Minnesota
$33.3M 667,534 -76,296 -10%
Northern Trust
20
Northern Trust
Illinois
$33M 662,459 +81,665 +14%
TCM
21
TimesSquare Capital Management
New York
$25.8M 518,200 +518,200 New
CLM
22
ClearBridge LLC (Maryland)
Maryland
$24.4M 489,830 +31,006 +7%
O
23
OppenheimerFunds
New York
$24.3M 488,448 +7,477 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$24.3M 487,026 -184,870 -28%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$23.6M 473,433 +95,514 +25%
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