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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.

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
1
Fidelity Investments
Massachusetts
$129M
2
WA
2
Wasatch Advisors
Utah
$327M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$114M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$26.3M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.2M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$5.56M
3
Ameriprise
3
Ameriprise
Minnesota
$8.85M
4
FAM
4
Fred Alger Management
New York
$98.5M
5
GF
5
Greenhouse Funds
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$33.6M +$4.22M +95,428 +14%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$33.4M +$8.4M +189,790 +34%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$28.5M -$2.43M -54,845 -8%
KCM
29
Kornitzer Capital Management
Kansas
$27.1M -$2.99M -67,685 -10%
Allspring Global Investments
30
Allspring Global Investments
North Carolina
$26.5M +$26.5M +599,210 New
Two Sigma Investments
31
Two Sigma Investments
New York
$26.3M +$25.9M +584,358 +5,218%
ACB
32
Aristotle Capital Boston
Massachusetts
$26M -$634K -14,329 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$25.6M +$20.2M +455,680 +373%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$24.8M -$14M -315,429 -36%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$23.9M +$1.2M +27,146 +5%
Norges Bank
36
Norges Bank
Norway
$22.1M -$6.61M -149,460 -23%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$20.5M +$14.8M +334,833 +260%
American Century Companies
38
American Century Companies
Missouri
$19.7M +$2.29M +51,864 +13%
ClearBridge Investments
39
ClearBridge Investments
New York
$18.3M +$6.34M +143,358 +53%
Ensign Peak Advisors
40
Ensign Peak Advisors
Utah
$18.1M -$3.28M -74,105 -15%
AAM
41
Aureus Asset Management
Massachusetts
$17.2M +$2.91M +65,720 +20%
Goldman Sachs
42
Goldman Sachs
New York
$15.3M +$3.12M +70,599 +26%
EP
43
Eversept Partners
New York
$14.7M +$9.69M +218,974 +191%
ACM
44
Ashford Capital Management
Delaware
$14.3M -$1.8M -40,611 -11%
GT
45
Glenmede Trust
Pennsylvania
$14.1M +$3.82M +86,346 +37%
Principal Financial Group
46
Principal Financial Group
Iowa
$13.4M +$137K +3,088 +1%
SCA
47
Summit Creek Advisors
Minnesota
$13.1M +$3.62M +81,821 +38%
Bank of America
48
Bank of America
North Carolina
$13.1M -$304K -6,865 -2%
PC
49
Pier Capital
Connecticut
$12.6M +$7.72M +174,544 +157%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$12.4M +$9.65M +218,082 +346%
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