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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 %
FF
251
FourThought Financial
Florida
$109K -$6.03K -98 -5%
SPIA
252
Steward Partners Investment Advisory
New York
$91K +$6.93K +113 +8%
HIA
253
Harbor Investment Advisory
Maryland
$84K -$15.1K -245 -15%
HFM
254
Harvest Fund Management
China
$81K +$81K +1,316 New
S
255
SignatureFD
Georgia
$76K +$17.8K +291 +31%
FHA
256
First Horizon Advisors
Tennessee
$73K +$63.9K +1,052 +701%
EBA
257
Eagle Bay Advisors
New York
$68K +$39.4K +642 +138%
CA
258
Clearstead Advisors
Ohio
$55K -$3.67K -60 -6%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$49K – – –
AssetMark Inc
260
AssetMark Inc
California
$46K +$36.6K +600 +387%
DZ Bank
261
DZ Bank
Germany
$44K – – –
HNB
262
Huntington National Bank
Ohio
$29K +$17.6K +284 +155%
PTC
263
Private Trust Company
Ohio
$28K +$28K +458 New
LC
264
Lindbrook Capital
California
$23K +$11.3K +183 +97%
QCG
265
Quadrant Capital Group
Ohio
$22K +$7.64K +125 +53%
TWA
266
TCI Wealth Advisors
Arizona
$18K +$2.49K +40 +16%
MIM
267
Macroview Investment Management
Maryland
$15K – – –
FCA
268
FinTrust Capital Advisors
South Carolina
$13K +$441 +8 +4%
TFS
269
TrustCore Financial Services
Tennessee
$12K – – –
PWMG
270
Prestige Wealth Management Group
New Jersey
$11K – – –
SPWG
271
Sage Private Wealth Group
Illinois
$11K – – –
PA
272
Parallel Advisors
California
$11K +$3.89K +65 +55%
C
273
Covestor
United Kingdom
$11K +$10.3K +168 +1,400%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$10.4K +$10.4K +170 New
BC
275
Bartlett & Co
Ohio
$10K +$10K +170 New
9 10
11
12 13