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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 %
MCM
251
Manchester Capital Management
Vermont
$6K +$1.68K +38 +39%
WTA
252
Washington Trust Advisors
Massachusetts
$6K +$6K +126 New
Manulife (Manufacturers Life Insurance)
253
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.94K -$81 -1,840 -1%
QCG
254
Quadrant Capital Group
Ohio
$5K +$207 +5 +4%
PA
255
Parallel Advisors
California
$4K +$791 +17 +25%
RPCONE
256
Retirement Planning Company of New England
Rhode Island
$4K +$4K +100 New
GWM
257
Geneos Wealth Management
Colorado
$3K – – –
BAM
258
Bellevue Asset Management
Washington
$3K +$879 +17 +41%
GAM
259
Gemmer Asset Management
California
$3K +$1.04K +26 +53%
VI
260
Vestcor Inc
New Brunswick, Canada
$3K +$3K +73 New
C
261
Covestor
United Kingdom
$3K +$3K +78 New
GRP
262
Global Retirement Partners
California
$2K -$26K -494 -93%
ST
263
Sageworth Trust
Pennsylvania
$2K -$6.8K -170 -77%
FCA
264
FinTrust Capital Advisors
South Carolina
$2K -$7.5K -165 -79%
HI
265
Harbour Investments
Wisconsin
$2K -$280 -7 -12%
CWP
266
Concord Wealth Partners
Virginia
$2K +$2K +38 New
WPA
267
West Paces Advisors
Georgia
$1.86K +$1.86K +42 New
BIA
268
Bell Investment Advisors
California
$1K -$778 -14 -44%
IFAM
269
Institutional & Family Asset Management
Colorado
$1K – – –
LC
270
Lindbrook Capital
California
$1K +$121 +4 +14%
JWA
271
JFS Wealth Advisors
Pennsylvania
$1K +$1K +13 New
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +14 New
AAP
273
Arax Advisory Partners
Colorado
$1K +$1K +20 New
IA
274
IFP Advisors
Florida
$1K +$1K +20 New
PCH
275
Polar Capital Holdings
United Kingdom
$476 – – –
9 10
11
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