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HealthEquity
HQY

Overview Fund Activity

326 hedge funds and large institutions have $4.48B invested in HealthEquity in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 118 increasing their positions, 105 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+16
Holders Change %
+5.16%
% of All Funds
7.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
61
Increased
118
Reduced
105
Closed
44
Calls
$14.6M
Puts
$22M
Net Calls
-$7.38M
Net Calls Change
+$7.11M

Top Buyers

1
JSP
Jackson Square Partners
California
+$129M
2
WA
Wasatch Advisors
Utah
+$27.9M
3
ESCM
Echo Street Capital Management
New York
+$24.8M
4
Franklin Resources
Franklin Resources
California
+$23.1M
5
Wells Fargo
Wells Fargo
California
+$20.6M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$47.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33.2M
3
EAM
Eagle Asset Management
Florida
-$33.1M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$27.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$482M +$6.63M +89,576 +1%
BlackRock
2
BlackRock
New York
$476M -$24.8M -335,763 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$408M +$5.44M +73,538 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$212M -$33.2M -448,324 -14%
WA
5
Wasatch Advisors
Utah
$151M +$27.9M +376,461 +23%
Invesco
6
Invesco
Georgia
$139M -$4.63M -62,625 -3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$134M -$47.7M -645,184 -26%
JSP
8
Jackson Square Partners
California
$129M +$129M +1,737,284 New
State Street
9
State Street
Massachusetts
$125M +$978K +13,222 +0.8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$86.2M +$12.9M +174,507 +18%
Wells Fargo
11
Wells Fargo
California
$71.2M +$20.6M +279,115 +41%
BAMCO Inc
12
BAMCO Inc
New York
$70.6M +$22.2K +300 +0%
FAM
13
Fred Alger Management
New York
$66.4M -$918K -12,414 -1%
Northern Trust
14
Northern Trust
Illinois
$64.6M +$1.05M +14,168 +2%
Ameriprise
15
Ameriprise
Minnesota
$63.2M +$19.9M +268,841 +46%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$60.3M -$4.13M -55,785 -6%
CS
17
Credit Suisse
Switzerland
$56.2M +$7.81M +105,588 +16%
Victory Capital Management
18
Victory Capital Management
Texas
$52.2M -$123K -1,658 -0.2%
Goldman Sachs
19
Goldman Sachs
New York
$52.2M +$3.65M +49,301 +8%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$49.5M +$3.11M +42,095 +7%
Renaissance Technologies
21
Renaissance Technologies
New York
$48.6M +$111K +1,500 +0.2%
ACH
22
ArrowMark Colorado Holdings
Colorado
$47M +$2.65M +35,771 +6%
Artisan Partners
23
Artisan Partners
Wisconsin
$46.9M +$1.78M +24,056 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$43M -$4.18M -56,483 -9%
EAM
25
Eagle Asset Management
Florida
$40.9M -$33.1M -447,272 -45%
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