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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 %
WTA
276
Washington Trust Advisors
Massachusetts
$8K – – –
GA
277
GoalVest Advisory
New York
$8K – – –
BBHC
278
Brown Brothers Harriman & Co
New York
$8K +$8K +125 New
SSG
279
Summit Securities Group
New York
$6K -$77.3K -1,276 -93%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$4K -$127 -2 -3%
GRP
281
Global Retirement Partners
California
$4K – – –
IA
282
IFP Advisors
Florida
$4K – – –
GWM
283
Geneos Wealth Management
Colorado
$4K – – –
JWA
284
JFS Wealth Advisors
Pennsylvania
$4K +$1.88K +30 +88%
MAM
285
Meeder Asset Management
Ohio
$4K +$1.79K +30 +81%
BAM
286
Bellevue Asset Management
Washington
$3K – – –
BIA
287
Bell Investment Advisors
California
$3K +$3K +46 New
HI
288
Harbour Investments
Wisconsin
$3K +$3K +50 New
NICM
289
Neo Ivy Capital Management
New York
$3K +$3K +51 New
MCM
290
Manchester Capital Management
Vermont
$2K -$3.29K -56 -62%
STCOSD
291
Sageworth Trust Company of South Dakota
South Dakota
$2K – – –
SC
292
Schubert & Co
Texas
$2K +$1.21K +20 +154%
Bessemer Group
293
Bessemer Group
New Jersey
$2K +$2K +37 New
SWA
294
Sutton Wealth Advisors
Florida
$1.11K – – –
MF
295
Magnetar Financial
Illinois
$1.04K +$1.04K +17,007 New
AAP
296
Arax Advisory Partners
Colorado
$1K – – –
CAL
297
Capital Advisors Ltd
Ohio
$1K – – –
EI
298
Ellevest Inc
New York
$1K – – –
DI
299
Disciplined Investments
Oklahoma
$1K +$286 +4 +40%
IFAM
300
Institutional & Family Asset Management
Colorado
$1K +$286 +6 +40%
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12
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