HQY icon

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 %
AWM
301
Avior Wealth Management
Nebraska
$1K +$1K +20 New
TAM
302
Tucker Asset Management
Colorado
$779 +$779 +10 New
AWM
303
Abound Wealth Management
Tennessee
$672 +$672 +10 New
Bank of Montreal
304
Bank of Montreal
Ontario, Canada
$630 +$115 +1,606 +22%
ACM
305
Absolute Capital Management
Pennsylvania
$414 +$414 +6 New
NIP
306
Nicholas Investment Partners
California
– -$18.6M -303,179 Closed
IECM
307
Intrinsic Edge Capital Management
Illinois
– -$12.3M -200,274 Closed
WP
308
Woodline Partners
California
– -$11.9M -194,475 Closed
LCG
309
Lisanti Capital Growth
New York
– -$11.2M -182,888 Closed
Assenagon Asset Management
310
Assenagon Asset Management
Luxembourg
– -$8.59M -139,926 Closed
EP
311
Eversept Partners
New York
– -$7.8M -127,043 Closed
PFMOSF
312
Philadelphia Financial Management of San Francisco
California
– -$6.1M -99,358 Closed
CCM
313
Cinctive Capital Management
New York
– -$2.66M -43,298 Closed
PFS
314
Prospera Financial Services
Texas
– -$1.54M -25,081 Closed
ECM
315
ExodusPoint Capital Management
New York
– -$1.51M -24,533 Closed
CWM
316
Cordatus Wealth Management
Pennsylvania
– -$1.51M -24,512 Closed
Simplex Trading
317
Simplex Trading
Illinois
– -$1.24M -20,232 Closed
Alyeska Investment Group
318
Alyeska Investment Group
Illinois
– -$1.07M -17,452 Closed
EMG
319
ETF Managers Group
New Jersey
– -$975K -15,354 Closed
Arrowstreet Capital
320
Arrowstreet Capital
Massachusetts
– -$889K -14,478 Closed
TC
321
TwinBeech Capital
New York
– -$677K -11,022 Closed
LCM
322
Landscape Capital Management
New Jersey
– -$626K -10,198 Closed
FRM
323
Fox Run Management
Connecticut
– -$506K -8,249 Closed
PI
324
PEAK6 Investments
Illinois
– -$409K -6,623 Closed
Twin Tree Management
325
Twin Tree Management
Texas
– -$389K -6,339 Closed
10 11 12
13
14