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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 %
Marshall Wace
51
Marshall Wace
United Kingdom
$26M +$18.2M +271,414 +236%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$24.2M -$14.4K -214 -0.1%
Principal Financial Group
53
Principal Financial Group
Iowa
$22.9M -$298K -4,430 -1%
ACM
54
Ashford Capital Management
Delaware
$22.8M -$1.22M -18,217 -5%
ClearBridge Investments
55
ClearBridge Investments
New York
$21.4M -$1.49M -22,162 -7%
SCA
56
Summit Creek Advisors
Minnesota
$19.3M -$724K -10,785 -4%
DDC
57
DF Dent & Co
Maryland
$19.1M -$253K -3,770 -1%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$18M +$792K +11,798 +5%
GT
59
Glenmede Trust
Pennsylvania
$17.8M -$1.45M -21,566 -8%
Ameriprise
60
Ameriprise
Minnesota
$16.5M +$2.3M +34,262 +16%
First Trust Advisors
61
First Trust Advisors
Illinois
$16.1M +$5.6M +83,304 +53%
SAM
62
Sectoral Asset Management
Quebec, Canada
$15.7M -$504K -7,500 -3%
RCW
63
Rheos Capital Works
Japan
$14.5M – – –
AllianceBernstein
64
AllianceBernstein
Tennessee
$13.9M -$1.96M -29,197 -12%
Swiss National Bank
65
Swiss National Bank
Switzerland
$13.4M +$208K +3,100 +2%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$12.9M +$2.47M +36,772 +24%
PCM
67
Peregrine Capital Management
Minnesota
$12.3M +$409K +6,087 +3%
SI
68
Scout Investments
Missouri
$12.3M -$347K -5,165 -3%
Wellington Management Group
69
Wellington Management Group
Massachusetts
$12.1M +$209K +3,111 +2%
PMAM
70
Picton Mahoney Asset Management
Ontario, Canada
$11.8M +$840K +12,502 +8%
AIG
71
American International Group
New York
$11.5M -$382K -5,694 -3%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$11.1M -$4.12M -61,312 -27%
AII
73
AGF Investments Inc
Ontario, Canada
$10.7M +$10.7M +160,000 New
IGGA
74
Iron Gate Global Advisors
Utah
$10.1M -$470K -7,004 -4%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$9.75M -$344K -5,121 -3%
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