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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 %
SEI Investments
51
SEI Investments
Pennsylvania
$12.4M +$2.12M +47,926 +21%
PCM
52
Peregrine Capital Management
Minnesota
$11.5M +$2.88M +65,018 +33%
FCM
53
Freshford Capital Management
New York
$11.1M +$11.1M +251,527 New
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$10.3M -$128K -2,904 -1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$10M -$39.6K -895 -0.4%
DDC
56
DF Dent & Co
Maryland
$9.27M -$605K -13,678 -6%
PAMS
57
Pictet Asset Management (Switzerland)
Switzerland
$9.24M +$50.4K +1,139 +0.5%
State of Wisconsin Investment Board
58
State of Wisconsin Investment Board
Wisconsin
$8.98M -$9.64M -217,832 -52%
Ameriprise
59
Ameriprise
Minnesota
$8.85M -$40.5M -915,577 -82%
AllianceBernstein
60
AllianceBernstein
Tennessee
$8.53M +$22.1K +500 +0.3%
AIG
61
American International Group
New York
$8.13M -$162K -3,657 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$8.13M -$17.7K -400 -0.2%
SI
63
Scout Investments
Missouri
$8.08M +$1.53M +34,504 +23%
MFAM
64
Motley Fool Asset Management
Virginia
$7.94M -$212K -4,801 -3%
Morgan Stanley
65
Morgan Stanley
New York
$7.57M -$9.73M -219,946 -56%
RCW
66
Rheos Capital Works
Japan
$7.57M +$7.57M +171,000 New
IGGA
67
Iron Gate Global Advisors
Utah
$7.56M +$2.15M +45,611 +40%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$7.53M -$498K -11,254 -6%
Man Group
69
Man Group
United Kingdom
$7.41M +$948K +21,422 +15%
AACP
70
Advantage Alpha Capital Partners
California
$6.67M +$3.18M +71,949 +91%
CSS
71
Cubist Systematic Strategies
Connecticut
$6.64M +$4.41M +99,673 +198%
PI
72
Putnam Investments
Massachusetts
$6.25M -$2.12M -47,904 -25%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$6.2M +$6.2M +140,164 New
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$6.07M +$6.07M +137,100 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$5.89M -$94.8K -2,142 -2%
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