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HealthEquity
HQY

Overview Fund Activity

298 hedge funds and large institutions have $5.63B invested in HealthEquity in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
64
Increased
110
Reduced
94
Closed
44
Calls
$33.9M
Puts
$19.9M
Net Calls
+$14M
Net Calls Change
+$21.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$73.9M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$59.8M
3
ITP
3
Iron Triangle Partners
Connecticut
$32.8M
4
GIP
4
Granite Investment Partners
California
$32.9M
5
BlackRock
5
BlackRock
New York
$635M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.6M
3
FAM
3
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$54.4M +$3.15M +46,645 +6%
BAMCO Inc
27
BAMCO Inc
New York
$54M – – –
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$53.9M +$1.4M +20,811 +3%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$47.2M +$10.8M +159,630 +30%
KCM
30
Kornitzer Capital Management
Kansas
$41.3M – – –
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$40.7M +$262K +3,891 +0.6%
ACB
32
Aristotle Capital Boston
Massachusetts
$38.8M -$880K -13,052 -2%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$38.6M -$5M -86,479 -11%
AAM
34
Aureus Asset Management
Massachusetts
$34.4M +$8.18M +121,315 +31%
Norges Bank
35
Norges Bank
Norway
$33.2M -$474K -7,033 -1%
GIP
36
Granite Investment Partners
California
$32.9M +$27.7M +410,710 +532%
ITP
37
Iron Triangle Partners
Connecticut
$32.8M +$32.8M +486,862 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$31.2M -$12.2M -180,720 -28%
D.E. Shaw & Co
39
D.E. Shaw & Co
New York
$30.2M -$1.1M -16,343 -4%
American Century Companies
40
American Century Companies
Missouri
$29.5M -$620K -9,194 -2%
ClearBridge Investments
41
ClearBridge Investments
New York
$28.2M +$214K +3,170 +0.8%
Bank of America
42
Bank of America
North Carolina
$27.2M +$7.24M +107,403 +36%
Goldman Sachs
43
Goldman Sachs
New York
$25.1M +$1.68M +24,974 +7%
Ensign Peak Advisors
44
Ensign Peak Advisors
Utah
$24.3M -$3.37M -50,028 -12%
ACM
45
Ashford Capital Management
Delaware
$23.9M +$2.11M +31,220 +10%
GT
46
Glenmede Trust
Pennsylvania
$21.5M +$15.6K +232 +0.1%
NIP
47
Nicholas Investment Partners
California
$21.2M +$21.2M +314,704 New
DDC
48
DF Dent & Co
Maryland
$20.5M +$6.38M +94,606 +45%
Principal Financial Group
49
Principal Financial Group
Iowa
$20.3M -$89.7K -1,330 -0.4%
SCA
50
Summit Creek Advisors
Minnesota
$20.1M +$79.3K +1,176 +0.4%
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