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HealthEquity
HQY

Overview Fund Activity

298 hedge funds and large institutions have $5.63B invested in HealthEquity in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
4.72%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
%
% of All Funds
0.06%
New
64
Increased
110
Reduced
94
Closed
44
Calls
$33.9M
Puts
$19.9M
Net Calls
+$14M
Net Calls Change
+$21.9M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$73.9M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$59.8M
3
ITP
3
Iron Triangle Partners
Connecticut
$32.8M
4
GIP
4
Granite Investment Partners
California
$32.9M
5
BlackRock
5
BlackRock
New York
$635M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.6M
3
FAM
3
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFMOSF
76
Philadelphia Financial Management of San Francisco
California
$9.83M +$9.83M +145,737 New
EP
77
Eversept Partners
New York
$9.72M -$12.8M -189,212 -57%
Morgan Stanley
78
Morgan Stanley
New York
$9.7M -$1.83M -27,123 -16%
Invesco
79
Invesco
Georgia
$9.14M +$488K +7,237 +6%
CIBC Private Wealth Group
80
CIBC Private Wealth Group
Georgia
$8.7M -$270K -4,000 -3%
PCM
81
Portolan Capital Management
Massachusetts
$8.65M +$8.65M +128,261 New
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$8.61M -$845K -12,526 -9%
Man Group
83
Man Group
United Kingdom
$8.54M -$2.75M -40,751 -24%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$8.47M +$4.32M +64,115 +104%
Legal & General Group
85
Legal & General Group
United Kingdom
$8.46M -$22.1K -328 -0.3%
MFWM
86
Motley Fool Wealth Management
Virginia
$8.42M -$36.6K -542 -0.4%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$7.72M +$2.69M +39,869 +53%
Ohio Public Employees Retirement System (OPERS)
88
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.56M +$15.7K +233 +0.2%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$7.4M +$22.9K +340 +0.3%
MFAM
90
Motley Fool Asset Management
Virginia
$7.19M -$4.91M -72,878 -41%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$7.16M -$601K -8,910 -8%
UBS AM
92
UBS AM
Illinois
$7.01M +$918K +13,614 +15%
TCM
93
Tekla Capital Management
Massachusetts
$6.97M +$6.97M +103,314 New
Wells Fargo
94
Wells Fargo
California
$6.93M -$1.54M -22,887 -18%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.87M -$2.18M -32,390 -24%
DI
96
DFPG Investments
Utah
$6.76M +$2.41K +35 +0%
PMAM
97
Picton Mahoney Asset Management
Ontario, Canada
$6.73M +$6.73M +99,785 New
MIM
98
MetLife Investment Management
New Jersey
$6.51M +$1.87M +27,655 +40%
Simplex Trading
99
Simplex Trading
Illinois
$6.33M +$5.84M +86,593 +1,193%
IWA
100
Inspirion Wealth Advisors
Illinois
$6.17M – – –
2 3
4
5 6