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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 %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$3.01M +$240K +3,559 +9%
YCM
127
Yousif Capital Management
Michigan
$2.99M +$27.6K +410 +0.9%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.95M +$9.24K +137 +0.3%
LCG
129
Lisanti Capital Growth
New York
$2.95M +$2.95M +43,780 New
Vontobel Holding
130
Vontobel Holding
Switzerland
$2.88M -$493K -7,330 -15%
Voloridge Investment Management
131
Voloridge Investment Management
Florida
$2.84M -$16.1M -238,952 -85%
Comerica Bank
132
Comerica Bank
Texas
$2.76M +$29.1K +407 +1%
LPL Financial
133
LPL Financial
California
$2.59M +$299K +4,438 +13%
CI
134
Cambiar Investors
Colorado
$2.49M -$1.73M -25,620 -41%
UBS Group
135
UBS Group
Switzerland
$2.22M +$34.6K +513 +2%
ACM
136
American Capital Management
New York
$2.19M -$156K -2,311 -7%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$199K +2,952 +11%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$2.03M +$2.56K +38 +0.1%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$1.98M – – –
AIP
140
Ameritas Investment Partners
Nebraska
$1.92M – – –
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$17.2K -255 -0.9%
Truist Financial
142
Truist Financial
North Carolina
$1.8M +$485K +7,197 +37%
CCM
143
Covington Capital Management
California
$1.79M +$1.79M +26,474 New
PAM
144
Panagora Asset Management
Massachusetts
$1.73M – – –
Stifel Financial
145
Stifel Financial
Missouri
$1.63M +$280K +4,159 +21%
ProShare Advisors
146
ProShare Advisors
Maryland
$1.6M -$258K -3,827 -14%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.57M +$28.6K +400 +2%
SDIC
148
South Dakota Investment Council
South Dakota
$1.56M – – –
TC
149
TownSquare Capital
Utah
$1.56M +$454K +6,731 +41%
ASRS
150
Arizona State Retirement System
Arizona
$1.52M +$8.77K +130 +0.6%
4 5
6
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