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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 %
MF
301
Magnetar Financial
Illinois
– -$467K -7,204 Closed
GCP
302
GSA Capital Partners
United Kingdom
– -$368K -5,688 Closed
AG
303
Appleton Group
Wisconsin
– -$360K -5,566 Closed
RCM
304
Radnor Capital Management
Pennsylvania
– -$345K -5,330 Closed
PFO
305
Pathstone Family Office
New Jersey
– -$345K -5,322 Closed
PP
306
PDT Partners
New York
– -$314K -4,850 Closed
ACM
307
AlphaCrest Capital Management
New York
– -$287K -4,425 Closed
SCM
308
Shelton Capital Management
Colorado
– -$283K -4,363 Closed
SWP
309
Stratos Wealth Partners
Ohio
– -$276K -4,264 Closed
HWAM
310
Hennion & Walsh Asset Management
New Jersey
– -$264K -4,081 Closed
CIM
311
CIM Investment Management
Pennsylvania
– -$234K -3,611 Closed
MC
312
Maverick Capital
Texas
– -$232K -3,577 Closed
OBGC
313
O'Brien Greene & Co
Pennsylvania
– -$220K -3,400 Closed
TWMP
314
Taylor Wealth Management Partners
Massachusetts
– -$218K -3,359 Closed
MYIA
315
Mount Yale Investment Advisors
Colorado
– -$213K -3,288 Closed
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
– -$211K -3,256 Closed
V
317
Veritable
Delaware
– -$205K -3,160 Closed
P8IP
318
Pier 88 Investment Partners
California
– -$165K -2,555 Closed
APA
319
American Portfolios Advisors
New York
– -$25.9K -400 Closed
CA
320
Clearstead Advisors
Ohio
– -$18K -272 Closed
TFS
321
TrustCore Financial Services
Tennessee
– -$13K -200 Closed
HI
322
Hudock Inc
Pennsylvania
– -$6K -97 Closed
KIG
323
Kowal Investment Group
Wisconsin
– -$5K -73 Closed
Bessemer Group
324
Bessemer Group
New Jersey
– -$4K -62 Closed
FMP
325
Financial Management Professionals
Texas
– -$2K -28 Closed
10 11 12
13
14