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HealthEquity
HQY

Overview Fund Activity

235 hedge funds and large institutions have $2.77B invested in HealthEquity in 2017 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 37 closing their positions.

Holders
235
Holders Change
-3
Holders Change %
-1.26%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
35
Increased
85
Reduced
84
Closed
37
Calls
$2.48M
Puts
$5.67M
Net Calls
-$3.18M
Net Calls Change
+$3.62M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$48.1M
2
EAM
2
Eagle Asset Management
Florida
$53.2M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65M
4
CS
4
Credit Suisse
Switzerland
$18.3M
5
BlackRock
5
BlackRock
New York
$315M

Top Sellers

1
WRBC
1
W.R. Berkley Corp
Connecticut
$299M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
Invesco
3
Invesco
Georgia
$113M
4
NFA
4
Nationwide Fund Advisors
Ohio
$0
5
CM
5
Castleark Management
Illinois
$256K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$315M 6,751,491 +244,819 +4%
WRBC
2
W.R. Berkley Corp
Connecticut
$299M 6,404,562 -941,616 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$222M 4,748,295 +98,484 +2%
Invesco
4
Invesco
Georgia
$113M 2,427,389 -292,991 -11%
WA
5
Wasatch Advisors
Utah
$107M 2,293,280 -126,229 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$105M 2,254,277 +242,332 +12%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$96.4M 2,066,277 +45,986 +2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$65M 1,392,222 +350,138 +34%
Morgan Stanley
9
Morgan Stanley
New York
$61.5M 1,317,915 +121,853 +10%
State Street
10
State Street
Massachusetts
$59.8M 1,281,221 +67,394 +6%
BAMCO Inc
11
BAMCO Inc
New York
$56.2M 1,203,771 – –
VOYA Investment Management
12
VOYA Investment Management
Georgia
$55.1M 1,180,761 -68,518 -5%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$53.7M 1,151,090 +158,271 +16%
EAM
14
Eagle Asset Management
Florida
$53.2M 1,136,645 +419,914 +59%
Wells Fargo
15
Wells Fargo
California
$50.9M 1,090,673 -17,737 -2%
Victory Capital Management
16
Victory Capital Management
Texas
$48.1M 1,031,711 +555,027 +116%
WRF
17
Waddell & Reed Financial
Kansas
$43.9M 941,860 -14,840 -2%
SIMG
18
Stephens Investment Management Group
Texas
$43.8M 939,516 -78,214 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$42.2M 904,106 -23,150 -2%
ACH
20
ArrowMark Colorado Holdings
Colorado
$40.7M 871,326 -36,016 -4%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$38.2M 819,593 +10,738 +1%
PCM
22
Peregrine Capital Management
Minnesota
$35.3M 757,355 -2,802 -0.4%
Northern Trust
23
Northern Trust
Illinois
$30.5M 654,510 -10,667 -2%
TCM
24
TimesSquare Capital Management
New York
$30.1M 644,535 +161,335 +33%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$25M 536,530 +5,242 +1%
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