HQY icon

HealthEquity

309 hedge funds and large institutions have $5.47B invested in HealthEquity in 2018 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 114 increasing their positions, 105 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
309
Holders Change
+33
Holders Change %
+11.96%
% of All Funds
7.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
114
Reduced
105
Closed
26
Calls
$21.9M
Puts
$25.2M
Net Calls
-$3.28M
Net Calls Change
+$5.73M
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$628M -$97.6M -1,033,624 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$499M -$9.52M -100,825 -2%
Morgan Stanley
3
Morgan Stanley
New York
$378M +$50.6M +536,366 +15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$329M +$7.32M +77,565 +2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$242M -$6.17M -65,326 -2%
Invesco
6
Invesco
Georgia
$193M -$49.3M -522,693 -20%
State Street
7
State Street
Massachusetts
$167M +$29.1M +308,239 +21%
WA
8
Wasatch Advisors
Utah
$149M -$20.6M -218,119 -12%
EAM
9
Eagle Asset Management
Florida
$101M -$1.11M -11,754 -1%
BAMCO Inc
10
BAMCO Inc
New York
$99.5M -$14.1M -149,635 -12%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$94.9M -$6.22M -65,874 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$82.4M +$16M +169,985 +24%
Northern Trust
13
Northern Trust
Illinois
$81.9M +$16.3M +172,859 +25%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$73.3M +$10.4M +109,637 +16%
FAM
15
Fred Alger Management
New York
$72.2M +$28.1M +297,515 +64%
CTA
16
Carillon Tower Advisers
Florida
$71M
SIMG
17
Stephens Investment Management Group
Texas
$68.9M -$1.76M -18,692 -2%
Victory Capital Management
18
Victory Capital Management
Texas
$68.4M +$5.73M +60,669 +9%
Ameriprise
19
Ameriprise
Minnesota
$63.2M +$1.59M +16,802 +3%
WRF
20
Waddell & Reed Financial
Kansas
$61M -$4M -42,394 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$60.1M -$8.22M -87,059 -12%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$57.9M -$24.7M -261,833 -30%
ACH
23
ArrowMark Colorado Holdings
Colorado
$55.5M -$35.6M -377,002 -39%
Artisan Partners
24
Artisan Partners
Wisconsin
$55.1M +$3.98M +42,122 +8%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$53.6M +$3.08M +32,624 +6%