HQY icon

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 %
SFG
301
Steward Financial Group
Texas
$1K +$1K +26 New
Bank of Montreal
302
Bank of Montreal
Ontario, Canada
$473 -$66 -1,011 -12%
PCH
303
Polar Capital Holdings
United Kingdom
$316 -$92 -1,500 -23%
Voloridge Investment Management
304
Voloridge Investment Management
Florida
– -$2.84M -42,111 Closed
ACM
305
American Capital Management
New York
– -$2.19M -32,508 Closed
HSBC Holdings
306
HSBC Holdings
United Kingdom
– -$868K -12,729 Closed
SSA
307
Schonfeld Strategic Advisors
New York
– -$786K -11,662 Closed
QT
308
Quantbot Technologies
New York
– -$730K -10,828 Closed
AG
309
Algert Global
California
– -$503K -7,454 Closed
AQR Capital Management
310
AQR Capital Management
Connecticut
– -$455K -6,772 Closed
MHS
311
M Holdings Securities
Oregon
– -$303K -4,490 Closed
ESCM
312
Echo Street Capital Management
New York
– -$267K -3,965 Closed
Pacer Advisors
313
Pacer Advisors
Pennsylvania
– -$239K -3,549 Closed
ABC
314
Associated Banc-Corp
Wisconsin
– -$213K -3,151 Closed
FA
315
FDx Advisors
Illinois
– -$207K -3,063 Closed
RJT
316
Raymond James Trust
Florida
– -$206K -3,052 Closed
BPA
317
Beacon Pointe Advisors
California
– -$206K -3,048 Closed
JDR
318
Jay D. Rosenbaum
– -$201K -2,980 Closed
T
319
TCWP
Ohio
– -$10K -153 Closed
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
– -$10K -153 Closed
GIA
321
GHP Investment Advisors
Colorado
– -$9K -128 Closed
DFCM
322
Dark Forest Capital Management
Puerto Rico
– -$6K -95 Closed
VI
323
Vestcor Inc
New Brunswick, Canada
– -$5K -73 Closed
GAM
324
Gemmer Asset Management
California
– -$4K -62 Closed
CWP
325
Concord Wealth Partners
Virginia
– -$3K -38 Closed
10 11 12
13
14