HealthEquity
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.
192% more call options, than puts
Call options by funds: $18M | Put options by funds: $6.17M
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
14% more capital invested
Capital invested by funds: $5.14B → $5.85B (+$709M)
3.07% more ownership
Funds ownership: 99.93% → 103% (+3.1%)
1% more funds holding
Funds holding: 307 → 310 (+3)
9% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 116
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$82.3M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$48.7M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$47.3M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$40.8M |
| 5 |
Millennium Management
New York
|
+$28.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$57.1M |
| 2 |
JP Morgan Chase
New York
|
-$19.4M |
| 3 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$18.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.8M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$14.4M |
HQY Hedge Fund Activity: Q3 2022 in Review
310 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2022, worth a combined $5.85B — up 14% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HQY positions and 36 closed out — a net gain of 5 holders — while 106 added to existing stakes and 116 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $82.3M. The largest seller was Wasatch Advisors, cutting an estimated $57.1M.
- 310 institutional investors held HealthEquity (HQY) as of Q3 2022, up from 307 in Q2 2022.
- Funds reported $5.85B of HealthEquity stock for Q3 2022, up 14% quarter-over-quarter.
- 41 funds opened new HealthEquity positions in Q3 2022 and 36 closed out, a net change of +5 holders.
- The largest HealthEquity buyer in Q3 2022 was Janus Henderson Group, an estimated $82.3M added.
- The largest HealthEquity seller in Q3 2022 was Wasatch Advisors, an estimated $57.1M sold.
Based on aggregated 13F filings for Q3 2022.