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HealthEquity
HQY

Overview Fund Activity

325 hedge funds and large institutions have $3.89B invested in HealthEquity in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 156 increasing their positions, 83 reducing their positions, and 53 closing their positions.

Holders
325
Holders Change
-1
Holders Change %
-0.31%
% of All Funds
7.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
57
Increased
156
Reduced
83
Closed
53
Calls
$14.2M
Puts
$39.9M
Net Calls
-$25.8M
Net Calls Change
-$18.4M

Top Buyers

1
JSP
1
Jackson Square Partners
California
$177M
2
BlackRock
2
BlackRock
New York
$475M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$42.9M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$76M
5
Citadel Advisors
5
Citadel Advisors
Florida
$32.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$90.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$32.6M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$47M
5
Ameriprise
5
Ameriprise
Minnesota
$31M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$475M 7,268,685 +840,177 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$369M 5,646,295 +138,020 +3%
JSP
3
Jackson Square Partners
California
$177M 2,699,752 +962,468 +55%
Invesco
4
Invesco
Georgia
$140M 2,140,851 +258,769 +14%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$135M 2,057,831 +250,692 +14%
WA
6
Wasatch Advisors
Utah
$123M 1,887,544 -151,385 -7%
State Street
7
State Street
Massachusetts
$121M 1,844,988 +155,395 +9%
Morgan Stanley
8
Morgan Stanley
New York
$90.9M 1,389,347 -5,126,923 -79%
Wells Fargo
9
Wells Fargo
California
$80.4M 1,229,184 +266,612 +28%
Renaissance Technologies
10
Renaissance Technologies
New York
$76M 1,162,234 +504,700 +77%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$60.2M 921,083 +251,629 +38%
FAM
12
Fred Alger Management
New York
$59.3M 907,403 +10,141 +1%
BAMCO Inc
13
BAMCO Inc
New York
$59.2M 905,436 -49,000 -5%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$59.1M 905,174 +90,605 +11%
Northern Trust
15
Northern Trust
Illinois
$58.3M 890,693 +17,225 +2%
Franklin Resources
16
Franklin Resources
California
$52.4M 801,472 +302,642 +61%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$47M 718,307 -446,602 -38%
CS
18
Credit Suisse
Switzerland
$44.8M 684,405 -74,988 -10%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$42.9M 656,400 +524,800 +399%
Goldman Sachs
20
Goldman Sachs
New York
$40.6M 620,564 -85,101 -12%
Norges Bank
21
Norges Bank
Norway
$40.4M 618,298 +67,017 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$39.8M 608,802 +28,074 +5%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$36.8M 562,250 +18,873 +3%
EAM
24
Eagle Asset Management
Florida
$36M 551,145 -1,476 -0.3%
WRF
25
Waddell & Reed Financial
Kansas
$35.8M 547,282 -1,804 -0.3%
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