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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $5.85B invested in HealthEquity in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
5.36%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
41
Increased
106
Reduced
116
Closed
36
Calls
$18M
Puts
$6.17M
Net Calls
+$11.9M
Net Calls Change
-$11.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$175M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$85.8M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$50.2M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$224M
5
Millennium Management
5
Millennium Management
New York
$91.2M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$385M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$144M
3
NIP
3
Nicholas Investment Partners
California
$0
4
CS
4
Credit Suisse
Switzerland
$58.9M
5
OAM
5
Ophir Asset Management
Australia
$35.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
226
Walleye Capital
New York
$367K -$485K -7,221 -57%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$337K – – –
NSEDCP
228
NJ State Employees Deferred Compensation Plan
New Jersey
$336K – – –
SI
229
Stephens Inc
Arkansas
$317K -$8.48K -126 -3%
RCM
230
Radnor Capital Management
Pennsylvania
$309K – – –
MYIA
231
Mount Yale Investment Advisors
Colorado
$303K +$35.5K +528 +13%
NFP
232
Narus Financial Partners
Utah
$299K – – –
SCM
233
Shelton Capital Management
Colorado
$293K – – –
Nisa Investment Advisors
234
Nisa Investment Advisors
Missouri
$291K +$24.8K +338 +9%
MF
235
Magnetar Financial
Illinois
$285K -$859K -12,769 -75%
SWP
236
Stratos Wealth Partners
Ohio
$282K -$16.4K -244 -5%
AG
237
Appleton Group
Wisconsin
$281K +$1.01K +15 +0.4%
VF
238
Virtu Financial
New York
$253K -$6.66K -99 -3%
XT
239
XTX Topco
Cayman Islands
$252K +$252K +3,751 New
BCI
240
Brinker Capital Investments
Pennsylvania
$251K +$251K +3,737 New
NIMI
241
Natixis Investment Managers International
France
$240K – – –
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$224K – – –
PTC
243
Petrus Trust Company
Texas
$222K +$222K +3,312 New
BBHC
244
Brown Brothers Harriman & Co
New York
$216K +$208K +3,094 +2,475%
FA
245
FDx Advisors
Illinois
$216K +$216K +3,221 New
II
246
Inspire Investing
Idaho
$207K -$24.7K -367 -11%
JDR
247
Jay D. Rosenbaum
$200K +$200K +2,980 New
HFM
248
Harvest Fund Management
China
$189K +$101K +1,504 +114%
SOW
249
State of Wyoming
Wyoming
$139K -$14.5K -217 -9%
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$137K – – –
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10
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