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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.

New
Increased
Maintained
Reduced
Closed
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 %
Deutsche Bank
101
Deutsche Bank
Germany
$5.24M -$48K -714 -0.9%
PC
102
Pier Capital
Connecticut
$5.06M -$3.78M -56,215 -43%
MAP
103
Moody Aldrich Partners
Massachusetts
$5.05M +$5.05M +75,227 New
DC
104
Davenport & Co
Virginia
$4.88M +$111K +1,646 +2%
Luther King Capital Management (LKCM)
105
Luther King Capital Management (LKCM)
Texas
$4.84M +$51.7K +770 +1%
MOACM
106
Mutual of America Capital Management
New York
$4.55M -$186K -2,763 -4%
PWA
107
Physician Wealth Advisors
Utah
$4.44M – – –
EVM
108
Eaton Vance Management
Massachusetts
$4.39M +$40.3K +600 +0.9%
M&T Bank
109
M&T Bank
New York
$4.24M +$347K +5,170 +9%
TPSF
110
Texas Permanent School Fund
Texas
$4.08M -$20K -298 -0.5%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$4.06M -$12.9M -191,960 -76%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$4.01M +$13.2K +196 +0.3%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$4M -$291K -4,339 -7%
AB
114
Amalgamated Bank
New York
$3.93M +$84.7K +1,261 +2%
PCM
115
Portolan Capital Management
Massachusetts
$3.91M -$4.23M -63,030 -52%
Canada Life
116
Canada Life
Manitoba, Canada
$3.76M +$294K +4,373 +8%
Macquarie Group
117
Macquarie Group
Australia
$3.55M +$144K +2,095 +4%
BC
118
Brookfield Corp
Ontario, Canada
$3.5M +$1.88M +28,011 +116%
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$3.45M +$3.45M +51,281 New
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$3.41M +$2.74M +40,778 +408%
WMSA
121
Weiss Multi-Strategy Advisers
New York
$3.39M +$3.39M +50,522 New
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$3.38M – – –
OCM
123
Osterweis Capital Management
California
$3.33M +$3.33M +49,580 New
OAM
124
Oppenheimer Asset Management
New York
$3.25M -$173K -2,571 -5%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$3.06M -$217K -3,232 -7%
3 4
5
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