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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.

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 %
NCGI
76
Next Century Growth Investors
Minnesota
$9.46M +$380K +5,660 +4%
PI
77
Putnam Investments
Massachusetts
$8.9M +$524K +7,796 +6%
MFWM
78
Motley Fool Wealth Management
Virginia
$8.38M +$23.5K +350 +0.3%
Legal & General Group
79
Legal & General Group
United Kingdom
$8.3M -$179K -2,665 -2%
AACP
80
Advantage Alpha Capital Partners
California
$8.26M -$1.72M -25,541 -17%
UBS AM
81
UBS AM
Illinois
$7.93M +$969K +14,427 +14%
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$7.72M -$1.41K -21 -0%
RJA
83
Raymond James & Associates
Florida
$7.43M -$2.95M -43,868 -28%
DI
84
DFPG Investments
Utah
$7.42M -$154K -2,036 -2%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$7.42M -$45.9K -684 -0.6%
TCM
86
Tekla Capital Management
Massachusetts
$7.4M -$343K -5,100 -4%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$7.24M -$3.34M -49,673 -32%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$7.23M -$254K -3,779 -3%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$7.09M -$91.8K -1,367 -1%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.65M -$187K -2,780 -3%
MFAM
91
Motley Fool Asset Management
Virginia
$6.58M -$183K -2,717 -3%
MIM
92
MetLife Investment Management
New Jersey
$6.48M -$16.1K -240 -0.2%
SFI
93
Susquehanna Fundamental Investments
Pennsylvania
$6.33M +$6.33M +94,209 New
IWA
94
Inspirion Wealth Advisors
Illinois
$6.15M – – –
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.12M -$541K -8,052 -8%
NC
96
NBW Capital
Massachusetts
$5.86M +$209K +3,112 +4%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$5.74M -$3.26M -48,527 -36%
HighTower Advisors
98
HighTower Advisors
Illinois
$5.6M +$16.5K +245 +0.3%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$5.58M – – –
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$5.27M +$593K +8,822 +13%
2 3
4
5 6