HQY icon

HealthEquity
HQY

Overview Fund Activity

282 hedge funds and large institutions have $3.6B invested in HealthEquity in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
282
Holders Change
-4
Holders Change %
-1.4%
% of All Funds
4.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
115
Reduced
90
Closed
54
Calls
$4.35M
Puts
$12.2M
Net Calls
-$7.87M
Net Calls Change
+$6.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
2
WA
Wasatch Advisors
Utah
$327M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
4
Two Sigma Investments
Two Sigma Investments
New York
$26.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$92.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Wells Fargo
Wells Fargo
California
$5.56M
3
Ameriprise
Ameriprise
Minnesota
$8.85M
4
FAM
Fred Alger Management
New York
$98.5M
5
GF
Greenhouse Funds
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
226
STRS Ohio
Ohio
$110K -$515K -11,700 -82%
FF
227
FourThought Financial
Florida
$109K -$331K -7,438 -75%
EFS
228
Econ Financial Services
Pennsylvania
$88K +$88K +2,000 New
DZ Bank
229
DZ Bank
Germany
$68K +$68K +1,550 New
HIA
230
Harbor Investment Advisory
Maryland
$67K -$18.2K -409 -21%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$64K -$83.5K -1,883 -57%
Marshall Wace
232
Marshall Wace
United Kingdom
$56K -$2.81M -64,465 -98%
SPIA
233
Steward Partners Investment Advisory
New York
$47K -$12.2K -274 -21%
ETC
234
Exchange Traded Concepts
Oklahoma
$44K +$14.7K +330 +50%
AssetMark Inc
235
AssetMark Inc
California
$34K +$1.32K +30 +4%
PI
236
PineBridge Investments
New York
$31K +$31K +700 New
S
237
SignatureFD
Georgia
$29K – – –
EBA
238
Eagle Bay Advisors
New York
$27K +$1.87K +42 +7%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$27K +$2.21K +50 +9%
IA
240
IndexIQ Advisors
New York
$27K +$27K +604 New
CI
241
Carroll Investors
South Carolina
$25K +$25K +576 New
KPCM
242
Kings Point Capital Management
New York
$22K – – –
FHA
243
First Horizon Advisors
Tennessee
$20K -$7.52K -173 -27%
CWS
244
Confluence Wealth Services
Pennsylvania
$19K +$19K +443 New
TWA
245
TCI Wealth Advisors
Arizona
$11K +$1.59K +35 +17%
MIM
246
Macroview Investment Management
Maryland
$11K +$8.08K +180 +277%
PWMG
247
Prestige Wealth Management Group
New Jersey
$8K – – –
HNB
248
Huntington National Bank
Ohio
$8K +$7.43K +168 +1,292%
SPWG
249
Sage Private Wealth Group
Illinois
$7K – – –
STCOSD
250
Sageworth Trust Company of South Dakota
South Dakota
$7K +$7K +163 New
8 9
10
11 12