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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.14K +51 +364%
Macquarie Group
277
Macquarie Group
Australia
$3.63K -$568 -8,429 -14%
BAM
278
Bellevue Asset Management
Washington
$3K -$702 -11 -19%
CWP
279
Concord Wealth Partners
Virginia
$3K – – –
STCOSD
280
Sageworth Trust Company of South Dakota
South Dakota
$2K -$10.1K -136 -83%
JWA
281
JFS Wealth Advisors
Pennsylvania
$2K +$1.24K +21 +162%
WT
282
Whittier Trust
California
$2K +$2K +30 New
PCA
283
Providence Capital Advisors
North Carolina
$2K +$2K +31 New
MAM
284
Meeder Asset Management
Ohio
$2K +$2K +37 New
SWA
285
Sutton Wealth Advisors
Florida
$1.21K +$1.21K +18 New
C
286
Covestor
United Kingdom
$1K -$5.5K -66 -85%
IFAM
287
Institutional & Family Asset Management
Colorado
$1K – – –
AAP
288
Arax Advisory Partners
Colorado
$1K – – –
SC
289
Schubert & Co
Texas
$1K +$385 +5 +63%
DI
290
Disciplined Investments
Oklahoma
$1K +$1K +10 New
CAL
291
Capital Advisors Ltd
Ohio
$1K +$1K +11 New
EI
292
Ellevest Inc
New York
$1K +$1K +18 New
CI
293
Cordant Inc
Oregon
$1K +$1K +21 New
PCH
294
Polar Capital Holdings
United Kingdom
$448 -$278 -4,125 -38%
Loomis, Sayles & Company
295
Loomis, Sayles & Company
Massachusetts
– -$24.8M -561,146 Closed
FCM
296
Freshford Capital Management
New York
– -$11.1M -251,527 Closed
DA
297
Duality Advisers
Florida
– -$3.2M -72,313 Closed
Two Sigma Advisers
298
Two Sigma Advisers
New York
– -$3.04M -68,700 Closed
Alyeska Investment Group
299
Alyeska Investment Group
Illinois
– -$2.21M -50,000 Closed
EGM
300
Engineers Gate Manager
New York
– -$1.83M -41,429 Closed
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