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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.

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 %
SEI Investments
51
SEI Investments
Pennsylvania
$18.6M +$1.48M +24,046 +9%
NIP
52
Nicholas Investment Partners
California
$18.6M -$708K -11,525 -4%
SCA
53
Summit Creek Advisors
Minnesota
$18.3M +$7.67K +125 +0%
American Century Companies
54
American Century Companies
Missouri
$17.8M -$9M -146,648 -34%
DDC
55
DF Dent & Co
Maryland
$17.7M -$985K -16,043 -5%
GT
56
Glenmede Trust
Pennsylvania
$17.6M -$1.96M -31,950 -10%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$15.8M +$1.55M +25,263 +11%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$15.5M -$12M -194,986 -44%
SAM
59
Sectoral Asset Management
Quebec, Canada
$14.8M +$36.8K +600 +0.3%
AllianceBernstein
60
AllianceBernstein
Tennessee
$14.5M -$2.01M -32,720 -12%
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$13.9M +$1.51M +24,603 +12%
RCW
62
Rheos Capital Works
Japan
$13.2M – – –
Ameriprise
63
Ameriprise
Minnesota
$13M +$540K +8,799 +4%
IECM
64
Intrinsic Edge Capital Management
Illinois
$12.3M +$12.3M +200,274 New
Swiss National Bank
65
Swiss National Bank
Switzerland
$12.1M -$30.7K -500 -0.3%
WP
66
Woodline Partners
California
$11.9M +$264K +4,295 +2%
SI
67
Scout Investments
Missouri
$11.5M +$316K +5,148 +3%
LCG
68
Lisanti Capital Growth
New York
$11.2M +$8.54M +139,108 +318%
Wellington Management Group
69
Wellington Management Group
Massachusetts
$10.9M +$10.9M +177,650 New
AIG
70
American International Group
New York
$10.9M -$246K -4,006 -2%
PCM
71
Peregrine Capital Management
Minnesota
$10.8M -$1.21M -19,659 -10%
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
$10M +$3.9M +63,563 +64%
IGGA
73
Iron Gate Global Advisors
Utah
$9.69M -$96.8K -1,578 -1%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$9.67M +$2.64M +43,030 +38%
First Trust Advisors
75
First Trust Advisors
Illinois
$9.64M +$8.54M +139,093 +775%
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