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HealthEquity
HQY

Overview Fund Activity

298 hedge funds and large institutions have $5.63B invested in HealthEquity in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
64
Increased
110
Reduced
94
Closed
44
Calls
$33.9M
Puts
$19.9M
Net Calls
+$14M
Net Calls Change
+$21.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$73.9M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$59.8M
3
ITP
3
Iron Triangle Partners
Connecticut
$32.8M
4
GIP
4
Granite Investment Partners
California
$32.9M
5
BlackRock
5
BlackRock
New York
$635M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.6M
3
FAM
3
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ESCM
226
Echo Street Capital Management
New York
$267K +$267K +3,965 New
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$245K +$24.9K +370 +11%
V
228
Veritable
Delaware
$242K +$242K +3,595 New
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$241K +$241K +3,580 New
Pacer Advisors
230
Pacer Advisors
Pennsylvania
$239K -$580K -8,610 -71%
ACM
231
AlphaCrest Capital Management
New York
$234K +$234K +3,464 New
II
232
Inspire Investing
Idaho
$233K -$141K -2,088 -38%
ABC
233
Associated Banc-Corp
Wisconsin
$213K +$213K +3,151 New
SOW
234
State of Wyoming
Wyoming
$211K +$23K +340 +12%
FA
235
FDx Advisors
Illinois
$207K +$207K +3,063 New
BPA
236
Beacon Pointe Advisors
California
$206K +$206K +3,048 New
RJT
237
Raymond James Trust
Florida
$206K +$206K +3,052 New
TRCT
238
Tower Research Capital (TRC)
New York
$202K -$200K -2,971 -50%
JDR
239
Jay D. Rosenbaum
$201K +$201K +2,980 New
FF
240
FourThought Financial
Florida
$126K -$39.3K -583 -24%
HIA
241
Harbor Investment Advisory
Maryland
$108K +$6.85K +102 +7%
SSG
242
Summit Securities Group
New York
$93K +$93K +1,375 New
SPIA
243
Steward Partners Investment Advisory
New York
$92K +$21.2K +316 +30%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$79K +$38K +565 +92%
CA
245
Clearstead Advisors
Ohio
$65K +$65K +960 New
S
246
SignatureFD
Georgia
$64K +$19.7K +293 +44%
BFEC
247
Benjamin F. Edwards & Company
Missouri
$54K -$43.6K -645 -45%
DZ Bank
248
DZ Bank
Germany
$46K -$57.3K -860 -55%
KPCM
249
Kings Point Capital Management
New York
$34K – – –
EBA
250
Eagle Bay Advisors
New York
$31K -$9.31K -140 -23%
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10
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