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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.

New
Increased
Maintained
Reduced
Closed
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 %
Invesco
76
Invesco
Georgia
$5.68M -$2.85M -64,498 -33%
Legal & General Group
77
Legal & General Group
United Kingdom
$5.56M +$210K +4,752 +4%
Wells Fargo
78
Wells Fargo
California
$5.56M -$71.4M -1,613,197 -93%
MFWM
79
Motley Fool Wealth Management
Virginia
$5.55M -$163K -3,674 -3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$5.09M +$113K +2,560 +2%
Barclays
81
Barclays
United Kingdom
$5.03M +$1.08M +24,386 +27%
CCM
82
Crestwood Capital Management
New York
$4.98M +$4.98M +112,500 New
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.95M +$846K +19,113 +21%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$4.84M +$61.1K +1,382 +1%
DI
85
DFPG Investments
Utah
$4.81M -$490 -10 -0%
Millennium Management
86
Millennium Management
New York
$4.73M -$16M -362,393 -77%
RJA
87
Raymond James & Associates
Florida
$4.51M -$379K -8,575 -8%
PPA
88
Parametric Portfolio Associates
Washington
$4.22M -$1.99M -44,969 -32%
IWA
89
Inspirion Wealth Advisors
Illinois
$4.05M – – –
UBS AM
90
UBS AM
Illinois
$4M -$15.1K -342 -0.4%
Deutsche Bank
91
Deutsche Bank
Germany
$3.87M -$2.05M -46,428 -35%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$3.67M +$428K +9,668 +13%
HighTower Advisors
93
HighTower Advisors
Illinois
$3.61M -$139K -3,137 -4%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$3.6M +$875K +19,773 +32%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$3.56M +$1.11M +25,005 +45%
GIP
96
Granite Investment Partners
California
$3.41M +$3.41M +77,171 New
MOACM
97
Mutual of America Capital Management
New York
$3.3M +$51.8K +1,170 +2%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$3.3M -$6.19K -140 -0.2%
DA
99
Duality Advisers
Florida
$3.2M +$2.81M +63,539 +724%
MIM
100
MetLife Investment Management
New Jersey
$3.05M +$18.1K +409 +0.6%
2 3
4
5 6