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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 %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$3.04M +$3.04M +68,700 New
PWA
102
Physician Wealth Advisors
Utah
$2.96M – – –
DC
103
Davenport & Co
Virginia
$2.94M +$1.61M +36,411 +121%
WP
104
Woodline Partners
California
$2.79M +$2.79M +62,992 New
CI
105
Cambiar Investors
Colorado
$2.77M +$2.77M +62,533 New
Macquarie Group
106
Macquarie Group
Australia
$2.76M -$2.31M -52,156 -46%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$2.72M -$1.04M -23,451 -28%
TPSF
108
Texas Permanent School Fund
Texas
$2.66M -$65.5K -1,480 -2%
CCM
109
Cinctive Capital Management
New York
$2.64M +$1.3M +29,270 +96%
AB
110
Amalgamated Bank
New York
$2.62M +$12.8K +290 +0.5%
NC
111
NBW Capital
Massachusetts
$2.22M -$936K -21,154 -30%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$2.22M +$19.2K +434 +0.9%
M&T Bank
113
M&T Bank
New York
$2.21M +$174K +3,939 +9%
Alyeska Investment Group
114
Alyeska Investment Group
Illinois
$2.21M +$2.21M +50,000 New
Vontobel Holding
115
Vontobel Holding
Switzerland
$2.2M +$322K +7,339 +17%
OAM
116
Oppenheimer Asset Management
New York
$2.19M +$394K +8,922 +22%
EVM
117
Eaton Vance Management
Massachusetts
$2.13M -$310 -7 -0%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$2.12M +$239K +5,397 +13%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$2.1M +$79.9K +1,807 +4%
Comerica Bank
120
Comerica Bank
Texas
$1.97M +$9.39K +182 +0.5%
YCM
121
Yousif Capital Management
Michigan
$1.94M +$1.94M +43,902 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$1.93M -$5.96M -134,723 -76%
BMSSC
123
B. Metzler seel. Sohn & Co
Germany
$1.9M -$70K -1,596 -4%
Canada Life
124
Canada Life
Manitoba, Canada
$1.86M +$134K +3,028 +8%
EGM
125
Engineers Gate Manager
New York
$1.83M +$1.83M +41,429 New
3 4
5
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