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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.

New
Increased
Maintained
Reduced
Closed
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 %
MIM
101
MetLife Investment Management
New Jersey
$5.94M +$11.5K +188 +0.2%
MFAM
102
Motley Fool Asset Management
Virginia
$5.92M -$345K -5,865 -6%
DI
103
DFPG Investments
Utah
$5.85M +$117K +2,007 +2%
IWA
104
Inspirion Wealth Advisors
Illinois
$5.62M – – –
LOAME
105
Lombard Odier Asset Management (Europe)
United Kingdom
$5.46M +$5.46M +89,000 New
VOYA Investment Management
106
VOYA Investment Management
Georgia
$5.18M +$2.49M +40,529 +93%
NC
107
NBW Capital
Massachusetts
$5.16M +$2.09M +33,995 +68%
HighTower Advisors
108
HighTower Advisors
Illinois
$5.1M +$35.8K +584 +0.7%
New York State Teachers Retirement System (NYSTRS)
109
New York State Teachers Retirement System (NYSTRS)
New York
$5.1M – – –
CCM
110
Crestwood Capital Management
New York
$5.04M -$79.2K -1,290 -2%
Deutsche Bank
111
Deutsche Bank
Germany
$4.84M -$284K -4,624 -6%
Calamos Advisors
112
Calamos Advisors
Illinois
$4.47M +$3.33M +54,280 +293%
Luther King Capital Management (LKCM)
113
Luther King Capital Management (LKCM)
Texas
$4.38M +$982K +15,990 +29%
DC
114
Davenport & Co
Virginia
$4.36M -$76.1K -1,240 -2%
MOACM
115
Mutual of America Capital Management
New York
$4.33M -$350K -5,694 -7%
Envestnet Asset Management
116
Envestnet Asset Management
Illinois
$4.28M +$134K +2,175 +3%
Man Group
117
Man Group
United Kingdom
$4.14M -$8.54M -126,657 Closed
UBS Group
118
UBS Group
Switzerland
$4.05M +$2.03M +33,125 +101%
EVM
119
Eaton Vance Management
Massachusetts
$3.98M -$36.8K -600 -0.9%
RJFSA
120
Raymond James Financial Services Advisors
Florida
$3.92M -$437K -7,111 -10%
Neuberger Berman Group
121
Neuberger Berman Group
New York
$3.81M +$197K +3,201 +5%
TPSF
122
Texas Permanent School Fund
Texas
$3.74M +$105K +1,708 +3%
PWA
123
Physician Wealth Advisors
Utah
$3.71M -$9.07K -159 -0.2%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$3.65M +$17.6K +287 +0.5%
M&T Bank
125
M&T Bank
New York
$3.56M +$410K +6,678 +13%
3 4
5
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