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HealthEquity
HQY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+9
Holders Change %
+3.02%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
43
Increased
113
Reduced
110
Closed
27
Calls
$26.3M
Puts
$2.52M
Net Calls
+$23.7M
Net Calls Change
+$9.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$48.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$35M
3
EAM
3
Eagle Asset Management
Florida
$26M
4
Invesco
4
Invesco
Georgia
$33.1M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$220M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$407M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$165M
3
CS
3
Credit Suisse
Switzerland
$69.1M
4
Victory Capital Management
4
Victory Capital Management
Texas
$48.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
126
Amalgamated Bank
New York
$3.51M +$42.4K +690 +1%
Canada Life
127
Canada Life
Manitoba, Canada
$3.17M +$392K +6,382 +14%
OAM
128
Oppenheimer Asset Management
New York
$3.13M -$466K -7,592 -13%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$3.09M – – –
Macquarie Group
130
Macquarie Group
Australia
$3.05M -$253K -4,128 -8%
T. Rowe Price Associates
131
T. Rowe Price Associates
Maryland
$2.99M +$252K +4,111 +9%
YCM
132
Yousif Capital Management
Michigan
$2.91M +$187K +3,045 +7%
CCM
133
Cinctive Capital Management
New York
$2.66M +$1.74M +28,298 +189%
BMSSC
134
B. Metzler seel. Sohn & Co
Germany
$2.57M -$339K -5,526 -12%
LPL Financial
135
LPL Financial
California
$2.48M +$118K +1,934 +5%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$2.42M +$1.47M +24,004 +155%
Comerica Bank
137
Comerica Bank
Texas
$2.33M +$20.2K +337 +0.9%
COPPSERS
138
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.05M +$169K +2,760 +9%
Jane Street
139
Jane Street
New York
$1.9M -$2.9M -47,236 -60%
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
$1.8M – – –
AIP
141
Ameritas Investment Partners
Nebraska
$1.76M +$13.6K +221 +0.8%
Wells Fargo
142
Wells Fargo
California
$1.67M -$4.64M -75,570 -74%
Truist Financial
143
Truist Financial
North Carolina
$1.62M -$16.8K -274 -1%
TC
144
TownSquare Capital
Utah
$1.57M +$151K +2,467 +11%
PFS
145
Prospera Financial Services
Texas
$1.54M +$1.54M +25,081 New
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.51M -$139K -2,261 -8%
ECM
147
ExodusPoint Capital Management
New York
$1.51M +$1.21M +19,726 +410%
CWM
148
Cordatus Wealth Management
Pennsylvania
$1.51M +$1.51M +24,512 New
BC
149
Brookfield Corp
Ontario, Canada
$1.48M +$1.48M +24,084 New
Vontobel Holding
150
Vontobel Holding
Switzerland
$1.47M -$1.26M -19,757 -46%
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6
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