HealthEquity
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.
943% more call options, than puts
Call options by funds: $26.3M | Put options by funds: $2.52M
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
59% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 27
3% more funds holding
Funds holding: 298 → 307 (+9)
3% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 110
0.15% less ownership
Funds ownership: 100.08% → 99.93% (-0.15%)
9% less capital invested
Capital invested by funds: $5.63B → $5.14B (-$495M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$48.5M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$38M |
| 3 |
Morgan Stanley
New York
|
+$27.3M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$27.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$64.7M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$27.2M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$22.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$18.3M |
| 5 |
JP Morgan Chase
New York
|
-$13.6M |
HQY Hedge Fund Activity: Q2 2022 in Review
307 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2022, worth a combined $5.14B — down 8.8% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new HQY positions and 27 closed out — a net gain of 16 holders — while 113 added to existing stakes and 110 trimmed.
The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.5M. The largest seller was Wasatch Advisors, cutting an estimated $64.7M.
- 307 institutional investors held HealthEquity (HQY) as of Q2 2022, up from 298 in Q1 2022.
- Funds reported $5.14B of HealthEquity stock for Q2 2022, down 8.8% quarter-over-quarter.
- 43 funds opened new HealthEquity positions in Q2 2022 and 27 closed out, a net change of +16 holders.
- The largest HealthEquity buyer in Q2 2022 was Ophir Asset Management, an estimated $48.5M added.
- The largest HealthEquity seller in Q2 2022 was Wasatch Advisors, an estimated $64.7M sold.
Based on aggregated 13F filings for Q2 2022.