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HealthEquity
HQY

Overview Fund Activity

303 hedge funds and large institutions have $3.88B invested in HealthEquity in 2019 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 79 reducing their positions, and 60 closing their positions.

Holders
303
Holders Change
-22
Holders Change %
-6.77%
% of All Funds
6.65%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
39
Increased
149
Reduced
79
Closed
60
Calls
$11.8M
Puts
$22.9M
Net Calls
-$11.1M
Net Calls Change
+$14.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
BlackRock
2
BlackRock
New York
$493M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$378M
4
JSP
4
Jackson Square Partners
California
$193M
5
FAM
5
Fred Alger Management
New York
$83.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.69M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.16M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$1.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$2.75M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$493M 8,620,242 +1,351,557 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$378M 6,621,997 +975,702 +17%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$196M 3,430,403 +2,931,321 +587%
JSP
4
Jackson Square Partners
California
$193M 3,379,603 +679,851 +25%
State Street
5
State Street
Massachusetts
$125M 2,189,161 +344,173 +19%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$122M 2,138,716 +80,885 +4%
Invesco
7
Invesco
Georgia
$119M 2,076,982 -63,869 -3%
WA
8
Wasatch Advisors
Utah
$106M 1,852,019 -35,525 -2%
Wells Fargo
9
Wells Fargo
California
$86.5M 1,513,073 +283,889 +23%
FAM
10
Fred Alger Management
New York
$83.9M 1,468,007 +560,604 +62%
Northern Trust
11
Northern Trust
Illinois
$64.3M 1,124,415 +233,722 +26%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$62.9M 1,100,046 +178,963 +19%
Morgan Stanley
13
Morgan Stanley
New York
$61.6M 1,077,395 -311,952 -22%
BAMCO Inc
14
BAMCO Inc
New York
$60.4M 1,056,736 +151,300 +17%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$57.8M 1,012,140 +106,966 +12%
Renaissance Technologies
16
Renaissance Technologies
New York
$54.2M 947,943 -214,291 -18%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$49.6M 867,319 +149,012 +21%
Franklin Resources
18
Franklin Resources
California
$48.7M 851,857 +50,385 +6%
Victory Capital Management
19
Victory Capital Management
Texas
$44.8M 784,051 +289,971 +59%
CS
20
Credit Suisse
Switzerland
$39.9M 698,302 +13,897 +2%
VOYA Investment Management
21
VOYA Investment Management
Georgia
$39.8M 696,522 +215,455 +45%
Norges Bank
22
Norges Bank
Norway
$39.7M 694,777 +76,479 +12%
TCM
23
TimesSquare Capital Management
New York
$36.2M 632,655 +343,455 +119%
Artisan Partners
24
Artisan Partners
Wisconsin
$35.8M 626,043 +227,170 +57%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$35.6M 622,086 +13,284 +2%
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