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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 %
ACM
276
Absolute Capital Management
Pennsylvania
$265 +$265 +6 New
MP
277
McDonald Partners
Ohio
$265 +$265 +6 New
ESCM
278
Echo Street Capital Management
New York
– -$126M -1,947,825 Closed
GF
279
Greenhouse Funds
Maryland
– -$21.6M -333,735 Closed
Wellington Management Group
280
Wellington Management Group
Massachusetts
– -$20.5M -316,854 Closed
Jennison Associates
281
Jennison Associates
New York
– -$13.4M -206,386 Closed
NCGI
282
Next Century Growth Investors
Minnesota
– -$11.8M -182,910 Closed
ZCM
283
Ziegler Capital Management
Illinois
– -$5.77M -89,091 Closed
AII
284
AGF Investments Inc
Ontario, Canada
– -$4.86M -75,000 Closed
SCM
285
Sio Capital Management
New York
– -$4.76M -73,458 Closed
First Trust Advisors
286
First Trust Advisors
Illinois
– -$3.05M -47,150 Closed
MGIM
287
M&G Investment Management
United Kingdom
– -$2.43K -37,375 Closed
HF
288
HRT Financial
New York
– -$2.3M -35,445 Closed
SSA
289
Schonfeld Strategic Advisors
New York
– -$1.32M -20,400 Closed
Lazard Asset Management
290
Lazard Asset Management
New York
– -$1.32M -20,370 Closed
Renaissance Technologies
291
Renaissance Technologies
New York
– -$1.3M -20,000 Closed
Capital Fund Management (CFM)
292
Capital Fund Management (CFM)
France
– -$1.13M -17,433 Closed
GC
293
Guggenheim Capital
Illinois
– -$824K -12,717 Closed
ZIM
294
Zacks Investment Management
Illinois
– -$801K -12,372 Closed
PI
295
PFS Investments
Georgia
– -$775K -11,219 Closed
PCA
296
Pallas Capital Advisors
Massachusetts
– -$713K -10,280 Closed
AQR Capital Management
297
AQR Capital Management
Connecticut
– -$624K -9,634 Closed
AC
298
Apogem Capital
New York
– -$614K -9,487 Closed
EWA
299
EP Wealth Advisors
California
– -$517K -7,982 Closed
XT
300
XTX Topco
Cayman Islands
– -$506K -7,813 Closed
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