HQY icon

HealthEquity
HQY

Overview Fund Activity

238 hedge funds and large institutions have $3.03B invested in HealthEquity in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 81 reducing their positions, and 23 closing their positions.

Holders
238
Holders Change
+5
Holders Change %
+2.15%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
32
Increased
98
Reduced
81
Closed
23
Calls
$1.85M
Puts
$8.65M
Net Calls
-$6.8M
Net Calls Change
-$2.67M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$52.7M
2
EAM
2
Eagle Asset Management
Florida
$36.9M
3
BlackRock
3
BlackRock
New York
$329M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$63.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$235M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$372M
2
CAM
2
Cortina Asset Management
Wisconsin
$5.94M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$102M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
SIMG
5
Stephens Investment Management Group
Texas
$51.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WRBC
1
W.R. Berkley Corp
Connecticut
$372M 7,346,178 -537,102 -7%
BlackRock
2
BlackRock
New York
$329M 6,506,672 +675,658 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$235M 4,649,811 +412,513 +10%
Invesco
4
Invesco
Georgia
$138M 2,720,380 +348,624 +15%
WA
5
Wasatch Advisors
Utah
$122M 2,419,509 -22,671 -0.9%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$102M 2,020,291 -92,739 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$102M 2,011,945 -223,205 -10%
VOYA Investment Management
8
VOYA Investment Management
Georgia
$63.2M 1,249,279 +467,720 +60%
State Street
9
State Street
Massachusetts
$61.4M 1,213,827 +41,710 +4%
BAMCO Inc
10
BAMCO Inc
New York
$60.9M 1,203,771 – –
Morgan Stanley
11
Morgan Stanley
New York
$60.5M 1,196,062 +284,875 +31%
Wells Fargo
12
Wells Fargo
California
$56.1M 1,108,410 +366,925 +49%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$52.7M 1,042,084 +778,306 +295%
SIMG
14
Stephens Investment Management Group
Texas
$51.5M 1,017,730 -161,275 -14%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$49.4M 992,819 +31,147 +3%
WRF
16
Waddell & Reed Financial
Kansas
$48.4M 956,700 -33,040 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$46.9M 927,256 +37,737 +4%
ACH
18
ArrowMark Colorado Holdings
Colorado
$45.9M 907,342 +89,425 +11%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$40.9M 808,855 -23,642 -3%
PCM
20
Peregrine Capital Management
Minnesota
$38.4M 760,157 +92,623 +14%
EAM
21
Eagle Asset Management
Florida
$36.9M 716,731 +716,731 New
Northern Trust
22
Northern Trust
Illinois
$33.6M 665,177 +2,718 +0.4%
CLM
23
ClearBridge LLC (Maryland)
Maryland
$27M 534,470 +44,640 +9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$26.9M 531,288 +57,855 +12%
TCM
25
TimesSquare Capital Management
New York
$24.4M 483,200 -35,000 -7%
1
2 3 4 5