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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $3.55B invested in HealthEquity in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 105 increasing their positions, 112 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+1
Holders Change %
+0.32%
% of All Funds
6.92%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
65
Increased
105
Reduced
112
Closed
63
Calls
$11.4M
Puts
$25.9M
Net Calls
-$14.5M
Net Calls Change
-$11.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$145M
2
Renaissance Technologies
Renaissance Technologies
New York
+$29.7M
3
UBS AM
UBS AM
Illinois
+$24.4M
4
Goldman Sachs
Goldman Sachs
New York
+$16.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$15.5M

Top Sellers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$52.5M
2
WRBC
W.R. Berkley Corp
Connecticut
-$27.1M
3
PCM
Penserra Capital Management
California
-$17M
4
CCI
Columbus Circle Investors
-$15M
5
Brown Advisory
Brown Advisory
Maryland
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$403M +$6.51M +109,127 +2%
Morgan Stanley
2
Morgan Stanley
New York
$383M +$145M +2,425,269 +61%
Vanguard Group
3
Vanguard Group
Pennsylvania
$324M +$8.63M +144,657 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M -$10M -168,239 -5%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$146M -$6.55M -109,825 -4%
Invesco
6
Invesco
Georgia
$116M -$6.05M -101,481 -5%
State Street
7
State Street
Massachusetts
$100M -$5.41M -90,773 -5%
WA
8
Wasatch Advisors
Utah
$99.2M +$4.97M +83,388 +5%
EAM
9
Eagle Asset Management
Florida
$59.6M -$4.28M -71,768 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$59.1M +$7.04M +118,080 +14%
BAMCO Inc
11
BAMCO Inc
New York
$56.9M -$5.96M -100,000 -9%
FAM
12
Fred Alger Management
New York
$54.3M +$8.67M +145,268 +19%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$51.9M -$8.07M -135,317 -13%
Northern Trust
14
Northern Trust
Illinois
$51.3M -$491K -8,225 -0.9%
CTA
15
Carillon Tower Advisers
Florida
$44.9M – – –
Victory Capital Management
16
Victory Capital Management
Texas
$42.2M -$1.02M -17,021 -2%
Wells Fargo
17
Wells Fargo
California
$40.8M +$9.51M +159,432 +30%
Goldman Sachs
18
Goldman Sachs
New York
$39.2M +$16.4M +274,280 +72%
Renaissance Technologies
19
Renaissance Technologies
New York
$39.1M +$29.7M +498,734 +317%
CS
20
Credit Suisse
Switzerland
$39M +$6.74M +113,020 +21%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$38M +$28.2K +473 +0.1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$37.4M +$3.58M +60,027 +11%
SIMG
23
Stephens Investment Management Group
Texas
$37.1M -$6.46M -108,291 -15%
Artisan Partners
24
Artisan Partners
Wisconsin
$36.4M +$1.58M +26,505 +5%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$36.1M -$10.2M -171,246 -22%
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