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HealthEquity
HQY

Overview Fund Activity

307 hedge funds and large institutions have $5.14B invested in HealthEquity in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 113 increasing their positions, 110 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
113
Reduced
110
Closed
27
Calls
$26.3M
Puts
$2.52M
Net Calls
+$23.7M
Net Calls Change
+$9.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$48.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$35M
3
EAM
3
Eagle Asset Management
Florida
$26M
4
Invesco
4
Invesco
Georgia
$33.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$407M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$165M
3
CS
3
Credit Suisse
Switzerland
$69.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$48.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
226
Group One Trading
Illinois
$316K +$60.1K +978 +23%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$308K – – –
NSEDCP
228
NJ State Employees Deferred Compensation Plan
New Jersey
$307K – – –
SI
229
Stephens Inc
Arkansas
$297K -$13.4K -219 -4%
RCM
230
Radnor Capital Management
Pennsylvania
$282K +$282K +4,595 New
NFP
231
Narus Financial Partners
Utah
$273K – – –
SWP
232
Stratos Wealth Partners
Ohio
$272K +$306 +5 +0.1%
ACM
233
AlphaCrest Capital Management
New York
$270K +$57K +926 +27%
SCM
234
Shelton Capital Management
Colorado
$268K – – –
EGM
235
Engineers Gate Manager
New York
$265K +$265K +4,318 New
AG
236
Appleton Group
Wisconsin
$256K -$199K -3,241 -44%
Wolverine Trading
237
Wolverine Trading
Illinois
$250K -$426K -6,707 -63%
Walleye Trading
238
Walleye Trading
New York
$250K +$250K +4,071 New
PCM
239
Prelude Capital Management
New York
$245K +$245K +3,995 New
MYIA
240
Mount Yale Investment Advisors
Colorado
$244K -$23.1K -376 -9%
VF
241
Virtu Financial
New York
$237K +$237K +3,860 New
STA
242
Summit Trail Advisors
New York
$226K +$226K +3,686 New
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$223K – – –
V
244
Veritable
Delaware
$222K +$1.53K +25 +0.7%
NIMI
245
Natixis Investment Managers International
France
$219K -$133K -2,171 -38%
II
246
Inspire Investing
Idaho
$212K -$246 -4 -0.1%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$205K -$15K -244 -7%
SOW
248
State of Wyoming
Wyoming
$141K -$50.7K -824 -26%
Mitsubishi UFJ Asset Management
249
Mitsubishi UFJ Asset Management
Japan
$126K -$145K -2,354 -53%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$117K +$45K +735 +63%
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10
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