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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 %
California Public Employees Retirement System
76
California Public Employees Retirement System
California
$9.51M -$565K -9,207 -6%
RJA
77
Raymond James & Associates
Florida
$9.48M -$345K -5,615 -4%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$9.22M -$3.24M -52,755 -26%
AACP
79
Advantage Alpha Capital Partners
California
$9.12M -$650K -10,591 -7%
Assenagon Asset Management
80
Assenagon Asset Management
Luxembourg
$8.59M +$8.59M +139,926 New
NCGI
81
Next Century Growth Investors
Minnesota
$8.3M +$8.3M +135,149 New
Russell Investments Group
82
Russell Investments Group
United Kingdom
$8.22M +$4.56M +74,376 +125%
PC
83
Pier Capital
Connecticut
$8.08M -$2.35M -38,325 -23%
EP
84
Eversept Partners
New York
$7.8M -$1.05M -17,097 -12%
Legal & General Group
85
Legal & General Group
United Kingdom
$7.75M +$51.8K +844 +0.7%
PI
86
Putnam Investments
Massachusetts
$7.66M -$3.46M -56,347 -31%
MFWM
87
Motley Fool Wealth Management
Virginia
$7.63M -$27.5K -448 -0.4%
PCM
88
Portolan Capital Management
Massachusetts
$7.44M -$431K -7,025 -5%
TCM
89
Tekla Capital Management
Massachusetts
$7.08M +$737K +12,000 +12%
Marshall Wace
90
Marshall Wace
United Kingdom
$7.06M +$6.64M +108,134 +1,578%
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$7.06M -$864K -14,079 -11%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$6.84M -$996K -16,224 -13%
Retirement Systems of Alabama
93
Retirement Systems of Alabama
Alabama
$6.82M +$88.5K +1,442 +1%
CSS
94
Cubist Systematic Strategies
Connecticut
$6.64M +$6.21M +101,174 +1,464%
California State Teachers Retirement System (CalSTRS)
95
California State Teachers Retirement System (CalSTRS)
California
$6.56M +$44.1K +718 +0.7%
OAM
96
Ophir Asset Management
Australia
$6.51M +$6.51M +756,641 New
UBS AM
97
UBS AM
Illinois
$6.36M -$24.2K -395 -0.4%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.25M -$4.36K -71 -0.1%
PFMOSF
99
Philadelphia Financial Management of San Francisco
California
$6.1M -$2.85M -46,379 -32%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.08M -$802K -13,060 -12%
2 3
4
5 6