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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 %
MPWT
276
MassMutual Private Wealth & Trust
Connecticut
$11K +$6.67K +97 +154%
PA
277
Parallel Advisors
California
$10K -$1.8K -28 -15%
GA
278
GoalVest Advisory
New York
$9K – – –
WTA
279
Washington Trust Advisors
Massachusetts
$8K – – –
Bessemer Group
280
Bessemer Group
New Jersey
$7K +$4.58K +70 +189%
GRP
281
Global Retirement Partners
California
$5K -$424 -5 -8%
GWM
282
Geneos Wealth Management
Colorado
$5K – – –
MAM
283
Meeder Asset Management
Ohio
$4K -$393 -6 -9%
IA
284
IFP Advisors
Florida
$4K – – –
BIA
285
Bell Investment Advisors
California
$4K +$593 +8 +17%
SC
286
Schubert & Co
Texas
$4K +$1.51K +20 +61%
JWA
287
JFS Wealth Advisors
Pennsylvania
$3K -$692 -12 -19%
BAM
288
Bellevue Asset Management
Washington
$3K – – –
HI
289
Harbour Investments
Wisconsin
$3K – – –
MCM
290
Manchester Capital Management
Vermont
$3K +$512 +7 +21%
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +38 New
PI
292
PFS Investments
Georgia
$2.79K +$2.79K +41,508 New
AF
293
Allworth Financial
California
$2K +$1.75K +28 +700%
SWA
294
Sutton Wealth Advisors
Florida
$1.08K -$134 -2 -11%
IFAM
295
Institutional & Family Asset Management
Colorado
$1K – – –
AAP
296
Arax Advisory Partners
Colorado
$1K – – –
DI
297
Disciplined Investments
Oklahoma
$1K – – –
CAL
298
Capital Advisors Ltd
Ohio
$1K +$214 +3 +27%
EWA
299
EverSource Wealth Advisors
Alabama
$1K +$1K +12 New
SIC
300
SJS Investment Consulting
Ohio
$1K +$1K +13 New
10 11
12
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