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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 %
NICM
251
Neo Ivy Capital Management
New York
$117K +$114K +1,690 +3,314%
FF
252
FourThought Financial
Florida
$116K -$2.95K -44 -2%
SG Americas Securities
253
SG Americas Securities
New York
$112K -$1.43M -21,332 -93%
SPIA
254
Steward Partners Investment Advisory
New York
$108K +$8.14K +121 +8%
HIA
255
Harbor Investment Advisory
Maryland
$92K – – –
S
256
SignatureFD
Georgia
$83K -$740 -11 -0.9%
Group One Trading
257
Group One Trading
Illinois
$79K -$269K -3,976 -77%
EBA
258
Eagle Bay Advisors
New York
$77K +$1.9K +28 +3%
FHA
259
First Horizon Advisors
Tennessee
$71K -$9.97K -148 -12%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$70K +$16.7K +250 +31%
WFA
261
Wipfli Financial Advisors
Wisconsin
$69K +$69K +1,024 New
CA
262
Clearstead Advisors
Ohio
$60K – – –
AssetMark Inc
263
AssetMark Inc
California
$51K – – –
LC
264
Lindbrook Capital
California
$34K +$8.91K +132 +35%
PTC
265
Private Trust Company
Ohio
$33K +$1.97K +29 +6%
HNB
266
Huntington National Bank
Ohio
$29K -$2.13K -32 -7%
QCG
267
Quadrant Capital Group
Ohio
$22K -$1.86K -28 -8%
TWA
268
TCI Wealth Advisors
Arizona
$20K +$273 +4 +1%
FCA
269
FinTrust Capital Advisors
South Carolina
$18K +$732 +10 +4%
MIM
270
Macroview Investment Management
Maryland
$16K – – –
TFS
271
TrustCore Financial Services
Tennessee
$13K – – –
MA
272
MCF Advisors
Kentucky
$13K +$13K +188 New
C
273
Covestor
United Kingdom
$12K -$343 -5 -3%
PWMG
274
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
275
Sage Private Wealth Group
Illinois
$12K – – –
9 10
11
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