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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 %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.82M +$227K +5,129 +14%
Jane Street
127
Jane Street
New York
$1.76M -$1.6M -36,189 -48%
CIG
128
Consolidated Investment Group
Colorado
$1.68M +$1.68M +38,000 New
ACM
129
American Capital Management
New York
$1.54M -$6.19M -139,969 -80%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$1.52M -$60.6K -1,369 -4%
LPL Financial
131
LPL Financial
California
$1.5M +$8.3K +188 +0.6%
QT
132
Quantbot Technologies
New York
$1.47M +$1.13M +25,473 +329%
PIG
133
Pantheon Investment Group
California
$1.45M +$249K +5,695 +21%
UBS Group
134
UBS Group
Switzerland
$1.43M -$511K -11,555 -26%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$1.35M – – –
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$1.33M -$14.6K -331 -1%
ECM
137
ExodusPoint Capital Management
New York
$1.32M +$1.15M +25,909 +649%
State Board of Administration of Florida Retirement System
138
State Board of Administration of Florida Retirement System
Florida
$1.3M – – –
AIP
139
Ameritas Investment Partners
Nebraska
$1.26M – – –
PI
140
PEAK6 Investments
Illinois
$1.23M +$44.2K +999 +4%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.23M +$6.11K +138 +0.5%
ProShare Advisors
142
ProShare Advisors
Maryland
$1.22M +$411K +9,282 +51%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.2M -$35.4K -800 -3%
Citigroup
144
Citigroup
New York
$1.2M +$491K +11,108 +70%
PAM
145
Panagora Asset Management
Massachusetts
$1.14M +$1.14M +25,690 New
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$1.09M +$566K +12,798 +108%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$1.08M -$4.38M -99,138 -80%
OQS
148
Occudo Quantitative Strategies
Florida
$1.06M +$321K +7,264 +44%
SDIC
149
South Dakota Investment Council
South Dakota
$1.02M – – –
Holocene Advisors
150
Holocene Advisors
New York
$1.02M -$198K -4,485 -16%
4 5
6
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