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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 %
MIM
251
Macroview Investment Management
Maryland
$17K – – –
TWA
252
TCI Wealth Advisors
Arizona
$17K +$478 +7 +3%
QCG
253
Quadrant Capital Group
Ohio
$16K +$7.76K +114 +94%
FCA
254
FinTrust Capital Advisors
South Carolina
$15K +$12.1K +184 +418%
LC
255
Lindbrook Capital
California
$13K +$10.7K +156 +473%
TFS
256
TrustCore Financial Services
Tennessee
$13K +$13K +200 New
PWMG
257
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
258
Sage Private Wealth Group
Illinois
$12K – – –
HNB
259
Huntington National Bank
Ohio
$12K +$131 +2 +1%
AssetMark Inc
260
AssetMark Inc
California
$10K -$40K -620 -80%
FHA
261
First Horizon Advisors
Tennessee
$10K -$20.7K -310 -67%
GA
262
GoalVest Advisory
New York
$10K +$10K +141 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$10K +$10K +153 New
T
264
TCWP
Ohio
$10K +$10K +153 New
GIA
265
GHP Investment Advisors
Colorado
$9K +$9K +128 New
WTA
266
Washington Trust Advisors
Massachusetts
$8K – – –
PA
267
Parallel Advisors
California
$8K +$2.22K +33 +38%
SC
268
Siena Capital
Ohio
$8K +$8K +112 New
DFCM
269
Dark Forest Capital Management
Puerto Rico
$6K -$214K -3,381 -97%
MCM
270
Manchester Capital Management
Vermont
$6K -$3.07K -46 -34%
VI
271
Vestcor Inc
New Brunswick, Canada
$5K – – –
GWM
272
Geneos Wealth Management
Colorado
$5K – – –
GAM
273
Gemmer Asset Management
California
$4K -$839 -13 -17%
GRP
274
Global Retirement Partners
California
$4K +$1.63K +26 +68%
IA
275
IFP Advisors
Florida
$4K +$2.3K +27 +135%
9 10
11
12 13