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 %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$48.6M +$36.4M +593,172 +299%
Victory Capital Management
27
Victory Capital Management
Texas
$48.2M -$17.5M -285,620 -27%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$48.1M +$5.2M +84,643 +12%
VBA
29
Van Berkom & Associates
Quebec, Canada
$45.3M -$9.11M -148,331 -17%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$36.7M -$12.3M -200,152 -25%
ACB
31
Aristotle Capital Boston
Massachusetts
$36M +$692K +11,267 +2%
Morgan Stanley
32
Morgan Stanley
New York
$35M +$26.2M +426,599 +296%
Invesco
33
Invesco
Georgia
$33.1M +$24.8M +404,090 +298%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$33M -$7.99M -130,160 -20%
Citadel Advisors
35
Citadel Advisors
Florida
$32.6M +$15.3M +249,993 +89%
AAM
36
Aureus Asset Management
Massachusetts
$31.5M +$260K +4,236 +0.8%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$31.2M -$5.84M -95,064 -16%
GIP
38
Granite Investment Partners
California
$30.6M +$665K +10,835 +2%
ITP
39
Iron Triangle Partners
Connecticut
$29.8M -$81.1K -1,321 -0.3%
TCM
40
TimesSquare Capital Management
New York
$29.3M +$15.8M +256,650 +116%
KCM
41
Kornitzer Capital Management
Kansas
$28.7M -$8.89M -144,800 -24%
Goldman Sachs
42
Goldman Sachs
New York
$28.7M +$5.86M +95,426 +26%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$28.4M +$11.1K +181 +0%
EAM
44
Eagle Asset Management
Florida
$26M +$26M +422,954 New
Bank of America
45
Bank of America
North Carolina
$24.4M -$402K -6,544 -2%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$22.1M +$55.7K +908 +0.3%
ACM
47
Ashford Capital Management
Delaware
$22M +$231K +3,758 +1%
Principal Financial Group
48
Principal Financial Group
Iowa
$21.2M +$2.77M +45,170 +15%
ClearBridge Investments
49
ClearBridge Investments
New York
$20.9M -$4.74M -77,223 -18%
Norges Bank
50
Norges Bank
Norway
$20.5M -$9.73M -158,444 -32%
1
2
3 4 5