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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 %
GKIM
26
GW&K Investment Management
Massachusetts
$56.4M -$775K -11,531 -1%
Invesco
27
Invesco
Georgia
$56.4M +$20.2M +300,231 +56%
BAMCO Inc
28
BAMCO Inc
New York
$53.7M – – –
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$50.2M +$50.2M +747,104 New
VBA
30
Van Berkom & Associates
Quebec, Canada
$48.4M -$1.2M -17,862 -2%
Citadel Advisors
31
Citadel Advisors
Florida
$46.7M +$10.9M +162,694 +31%
GIM
32
Granahan Investment Management
Massachusetts
$46.5M -$11.5M -171,891 -20%
TCM
33
TimesSquare Capital Management
New York
$46M +$13.9M +207,505 +43%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$45.6M -$7.58M -112,895 -14%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$42.9M +$2.69M +40,068 +7%
Goldman Sachs
36
Goldman Sachs
New York
$39.2M +$7.82M +116,404 +25%
KCM
37
Kornitzer Capital Management
Kansas
$37.7M +$6.3M +93,767 +20%
Morgan Stanley
38
Morgan Stanley
New York
$37.5M -$818K -12,178 -2%
ACB
39
Aristotle Capital Boston
Massachusetts
$36.3M -$3.12M -46,428 -8%
OAM
40
Ophir Asset Management
Australia
$35.5M -$15.3M -228,241 -30%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$34M -$2.09M -31,101 -6%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$33.2M +$2.14M +31,860 +7%
SEI Investments
43
SEI Investments
Pennsylvania
$31.5M +$11.2M +166,434 +55%
GIP
44
Granite Investment Partners
California
$31.5M -$2.01M -29,902 -6%
ITP
45
Iron Triangle Partners
Connecticut
$29.6M -$3.06M -45,541 -9%
Norges Bank
46
Norges Bank
Norway
$28.9M +$6.52M +97,087 +29%
American Century Companies
47
American Century Companies
Missouri
$28M +$8.48M +126,241 +43%
EAM
48
Eagle Asset Management
Florida
$27.8M -$641K -9,542 -2%
AAM
49
Aureus Asset Management
Massachusetts
$27.4M -$7.08M -105,400 -21%
Bank of America
50
Bank of America
North Carolina
$26.2M -$507K -7,547 -2%
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