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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.21B invested in HealthEquity in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 35 closing their positions.

Holders
317
Holders Change
+14
Holders Change %
+4.62%
% of All Funds
6.26%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.14%
New
57
Increased
121
Reduced
102
Closed
35
Calls
$11.1M
Puts
$26.3M
Net Calls
-$15.2M
Net Calls Change
-$4.04M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$292M
2
Ameriprise
2
Ameriprise
Minnesota
$58.9M
3
WA
3
Wasatch Advisors
Utah
$162M
4
Brown Advisory
4
Brown Advisory
Maryland
$47.1M
5
FAM
5
Fred Alger Management
New York
$133M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$6.68M
2
Invesco
2
Invesco
Georgia
$113M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$19M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$660M 8,911,630 +291,388 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$493M 6,659,774 +37,777 +0.6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$292M 3,936,310 +505,907 +15%
JSP
4
Jackson Square Partners
California
$264M 3,570,109 +190,506 +6%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$177M 2,385,520 +246,804 +12%
State Street
6
State Street
Massachusetts
$162M 2,190,328 +1,167 +0.1%
WA
7
Wasatch Advisors
Utah
$162M 2,189,755 +337,736 +18%
FAM
8
Fred Alger Management
New York
$133M 1,791,938 +323,931 +22%
Wells Fargo
9
Wells Fargo
California
$123M 1,661,618 +148,545 +10%
Invesco
10
Invesco
Georgia
$113M 1,520,832 -556,150 -27%
Morgan Stanley
11
Morgan Stanley
New York
$84.9M 1,146,252 +68,857 +6%
Northern Trust
12
Northern Trust
Illinois
$83.5M 1,127,365 +2,950 +0.3%
BAMCO Inc
13
BAMCO Inc
New York
$78.4M 1,057,836 +1,100 +0.1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$77.3M 1,043,394 +31,254 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$75M 1,012,673 -87,373 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$64.4M 868,877 +1,558 +0.2%
Franklin Resources
17
Franklin Resources
California
$63.1M 851,644 -213 -0%
Victory Capital Management
18
Victory Capital Management
Texas
$61.1M 824,847 +40,796 +5%
TCM
19
TimesSquare Capital Management
New York
$59.8M 807,570 +174,915 +28%
SIMG
20
Stephens Investment Management Group
Texas
$59.5M 802,812 +306,318 +62%
Ameriprise
21
Ameriprise
Minnesota
$58.9M 794,875 +344,886 +77%
ESCM
22
Echo Street Capital Management
New York
$53.2M 718,100 +120,995 +20%
CS
23
Credit Suisse
Switzerland
$52.3M 706,187 +7,885 +1%
Norges Bank
24
Norges Bank
Norway
$51.5M 694,777 – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$49.2M 664,490 +42,404 +7%
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