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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 %
YCM
126
Yousif Capital Management
Michigan
$2.9M -$276K -4,116 -9%
Comerica Bank
127
Comerica Bank
Texas
$2.89M -$53.7K -711 -2%
LPL Financial
128
LPL Financial
California
$2.77M +$54.4K +810 +2%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$2.67M +$21.1K +314 +0.8%
Jane Street
130
Jane Street
New York
$2.65M +$571K +8,508 +28%
Neuberger Berman Group
131
Neuberger Berman Group
New York
$2.51M -$1.66M -24,738 -40%
Man Group
132
Man Group
United Kingdom
$2.48M +$2.48M +36,960 New
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.25M +$3.43K +51 +0.2%
BMSSC
134
B. Metzler seel. Sohn & Co
Germany
$2.2M -$609K -9,064 -22%
UBS Group
135
UBS Group
Switzerland
$2.19M -$2.25M -33,441 -51%
VOYA Investment Management
136
VOYA Investment Management
Georgia
$2.16M -$3.5M -52,093 -62%
Wells Fargo
137
Wells Fargo
California
$2.01M +$181K +2,702 +10%
CI
138
Cambiar Investors
Colorado
$2M +$434K +6,467 +28%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$1.97M – – –
CSS
140
Cubist Systematic Strategies
Connecticut
$1.94M -$5.32M -79,161 -73%
AIP
141
Ameritas Investment Partners
Nebraska
$1.89M -$34.9K -519 -2%
EI
142
EAM Investors
California
$1.89M +$1.89M +28,103 New
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$1.85M +$960K +14,290 +107%
TC
144
TownSquare Capital
Utah
$1.8M +$78.3K +1,165 +5%
AIL
145
AGF Investments LLC
Ontario, Canada
$1.79M +$728K +10,840 +69%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$1.76M +$836K +12,437 +90%
Truist Financial
147
Truist Financial
North Carolina
$1.7M -$74K -1,101 -4%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.65M – – –
Citigroup
149
Citigroup
New York
$1.61M +$847K +12,601 +110%
BBL
150
Beck Bode LLC
Massachusetts
$1.61M +$792K +11,797 +97%
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