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HealthEquity
HQY

Overview Fund Activity

273 hedge funds and large institutions have $3.71B invested in HealthEquity in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 88 increasing their positions, 88 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
+38
Holders Change %
+16.17%
% of All Funds
6.27%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
66
Increased
88
Reduced
88
Closed
23
Calls
$8.75M
Puts
$6.39M
Net Calls
+$2.36M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$133M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$44.2M
3
Brown Advisory
Brown Advisory
Maryland
+$29.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$26.7M
5
CIP
Champlain Investment Partners
Vermont
+$25.2M

Top Sellers

1
CTA
Carillon Tower Advisers
Florida
-$389M
2
WRBC
W.R. Berkley Corp
Connecticut
-$139M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$28.3M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$17.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$418M +$9.65M +159,362 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$298M +$10.3M +169,462 +4%
WRBC
3
W.R. Berkley Corp
Connecticut
$249M -$139M -2,293,524 -36%
Morgan Stanley
4
Morgan Stanley
New York
$212M +$133M +2,188,901 +166%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$169M +$44.2M +729,391 +35%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$163M +$26.7M +440,824 +20%
Invesco
7
Invesco
Georgia
$149M +$1.97M +32,527 +1%
WA
8
Wasatch Advisors
Utah
$130M -$9.31M -153,750 -7%
State Street
9
State Street
Massachusetts
$79.6M +$2M +33,060 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$74.4M +$4.72M +78,021 +7%
BAMCO Inc
11
BAMCO Inc
New York
$72.9M – – –
EAM
12
Eagle Asset Management
Florida
$67.2M -$1.61M -26,550 -2%
ACH
13
ArrowMark Colorado Holdings
Colorado
$65.8M +$13M +215,169 +25%
Wells Fargo
14
Wells Fargo
California
$59.2M -$6.82M -112,616 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$56M -$28.3M -467,868 -34%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$53.9M -$17.6M -290,096 -25%
Victory Capital Management
17
Victory Capital Management
Texas
$53.8M -$8.7M -143,651 -14%
CTA
18
Carillon Tower Advisers
Florida
$53.5M -$389M -642,486 -88%
SIMG
19
Stephens Investment Management Group
Texas
$49.9M -$6.94M -114,671 -12%
WRF
20
Waddell & Reed Financial
Kansas
$48.7M -$8.33M -137,590 -15%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$48.1M -$1.49M -24,660 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$42.6M -$12.2M -200,810 -22%
Northern Trust
23
Northern Trust
Illinois
$40.2M +$580K +9,575 +1%
Ameriprise
24
Ameriprise
Minnesota
$39.2M +$14.2M +233,825 +57%
CS
25
Credit Suisse
Switzerland
$37.8M +$14M +231,479 +59%
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