HQY icon

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 %
Deutsche Bank
101
Deutsche Bank
Germany
$5.63M -$280K -4,152 -5%
CCM
102
Crestwood Capital Management
New York
$5.62M -$1.97M -29,176 -26%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$5.6M – – –
HighTower Advisors
104
HighTower Advisors
Illinois
$5.57M +$69.4K +1,029 +1%
Jane Street
105
Jane Street
New York
$5.27M +$2.58M +38,296 +96%
MOACM
106
Mutual of America Capital Management
New York
$5.14M +$104K +1,549 +2%
DC
107
Davenport & Co
Virginia
$4.87M +$383K +5,677 +9%
RJFSA
108
Raymond James Financial Services Advisors
Florida
$4.78M -$711K -10,539 -13%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$4.55M +$1.36M +20,102 +42%
EVM
110
Eaton Vance Management
Massachusetts
$4.41M +$1.17M +17,403 +36%
PWA
111
Physician Wealth Advisors
Utah
$4.12M – – –
Russell Investments Group
112
Russell Investments Group
United Kingdom
$4.02M +$791K +11,739 +25%
TPSF
113
Texas Permanent School Fund
Texas
$4M -$63.2K -937 -2%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$3.99M -$1.43M -21,278 -26%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$3.97M +$3.97M +58,923 New
OAM
116
Oppenheimer Asset Management
New York
$3.95M +$604K +8,950 +18%
AB
117
Amalgamated Bank
New York
$3.81M -$179K -2,654 -4%
AF
118
Amalgamated Financial
New York
$3.81M +$3.81M +56,529 New
Luther King Capital Management (LKCM)
119
Luther King Capital Management (LKCM)
Texas
$3.73M +$1.67M +24,760 +81%
M&T Bank
120
M&T Bank
New York
$3.46M +$82.9K +1,230 +2%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$3.39M – – –
NC
122
NBW Capital
Massachusetts
$3.38M -$10K -149 -0.3%
LCM
123
Landscape Capital Management
New Jersey
$3.29M +$3.29M +48,753 New
BMSSC
124
B. Metzler seel. Sohn & Co
Germany
$3.2M +$273K +4,048 +9%
Canada Life
125
Canada Life
Manitoba, Canada
$3.13M +$216K +3,125 +7%
3 4
5
6 7