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HealthEquity
HQY

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

71% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $19.9M

56% more capital invested

Capital invested by funds: $3.6B → $5.63B (+$2.03B)

45% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 44

17% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 94

6% more funds holding

Funds holding: 282 → 298 (+16)

2.57% more ownership

Funds ownership: 97.51% → 100.08% (+2.6%)

Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
4.7%
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

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$53.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
+$47.9M
3
ITP
Iron Triangle Partners
Connecticut
+$26.3M
4
GIP
Granite Investment Partners
California
+$22.2M
5
BlackRock
BlackRock
New York
+$19.4M

Top Sellers

Rank Fund Capital Flow
1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$24.8M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$24.6M
3
Two Sigma Investments
Two Sigma Investments
New York
-$22.9M
4
FAM
Fred Alger Management
New York
-$21.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$3.01M +$192K +3,559 +9%
YCM
127
Yousif Capital Management
Michigan
$2.99M +$22.1K +410 +0.9%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$2.95M +$7.4K +137 +0.3%
LCG
129
Lisanti Capital Growth
New York
$2.95M +$2.36M +43,780 New
Vontobel Holding
130
Vontobel Holding
Switzerland
$2.88M -$396K -7,330 -15%
Voloridge Investment Management
131
Voloridge Investment Management
Florida
$2.84M -$12.9M -238,952 -85%
Comerica Bank
132
Comerica Bank
Texas
$2.76M +$22K +407 +1%
LPL Financial
133
LPL Financial
California
$2.59M +$240K +4,438 +13%
CI
134
Cambiar Investors
Colorado
$2.49M -$1.38M -25,620 -41%
UBS Group
135
UBS Group
Switzerland
$2.22M +$27.7K +513 +2%
ACM
136
American Capital Management
New York
$2.19M -$125K -2,311 -7%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$159K +2,952 +11%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$2.03M +$2.05K +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 -$13.8K -255 -0.9%
Truist Financial
142
Truist Financial
North Carolina
$1.8M +$389K +7,197 +37%
CCM
143
Covington Capital Management
California
$1.78M +$1.43M +26,474 New
PAM
144
Panagora Asset Management
Massachusetts
$1.73M – – –
Stifel Financial
145
Stifel Financial
Missouri
$1.63M +$225K +4,159 +21%
ProShare Advisors
146
ProShare Advisors
Maryland
$1.6M -$207K -3,827 -14%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.57M +$21.6K +400 +2%
SDIC
148
South Dakota Investment Council
South Dakota
$1.56M – – –
TC
149
TownSquare Capital
Utah
$1.56M +$363K +6,731 +41%
ASRS
150
Arizona State Retirement System
Arizona
$1.52M +$7.02K +130 +0.6%
4 5
6
7 8

HQY Hedge Fund Activity: Q1 2022 in Review

298 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q1 2022, worth a combined $5.63B — up 56% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new HQY positions and 44 closed out — a net gain of 20 holders — while 110 added to existing stakes and 94 trimmed.

The largest buyer was Millennium Management, adding an estimated $53.4M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $24.8M sold.

  • 298 institutional investors held HealthEquity (HQY) as of Q1 2022, up from 282 in Q4 2021.
  • Funds reported $5.63B of HealthEquity stock for Q1 2022, up 56% quarter-over-quarter.
  • 64 funds opened new HealthEquity positions in Q1 2022 and 44 closed out, a net change of +20 holders.
  • The largest HealthEquity buyer in Q1 2022 was Millennium Management, an estimated $53.4M added.
  • The largest HealthEquity seller in Q1 2022 was Loomis, Sayles & Company, an estimated $24.8M sold.

Based on aggregated 13F filings for Q1 2022.