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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 %
QC
151
Quadrature Capital
United Kingdom
$1M -$55.1K -1,245 -5%
ASRS
152
Arizona State Retirement System
Arizona
$993K -$11.8K -267 -1%
JF
153
Jump Financial
Illinois
$967K +$967K +21,877 New
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$951K +$8.85K +200 +0.9%
AC
155
Allstate Corporation
Illinois
$944K +$151K +3,408 +19%
SOMRS
156
State of Michigan Retirement System
Michigan
$936K +$13.3K +300 +1%
Stifel Financial
157
Stifel Financial
Missouri
$888K -$274K -6,206 -24%
Truist Financial
158
Truist Financial
North Carolina
$862K +$424K +9,575 +97%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$792K -$487K -11,012 -38%
BAM
160
Blueshift Asset Management
New Jersey
$770K +$770K +17,411 New
SBWIC
161
Schaper Benz & Wise Investment Counsel
Wisconsin
$763K -$205K -4,620 -21%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$761K – – –
AG
163
Algert Global
California
$753K +$210K +4,752 +39%
TC
164
TownSquare Capital
Utah
$723K -$101K -2,291 -12%
Federated Hermes
165
Federated Hermes
Pennsylvania
$705K -$5.14K -116 -0.7%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$700K +$114K +2,585 +20%
CGH
167
Crossmark Global Holdings
Texas
$693K +$200K +4,518 +41%
Walleye Capital
168
Walleye Capital
New York
$693K +$693K +15,656 New
BBVA
169
Banco Bilbao Vizcaya Argentaria
Spain
$662K -$743K -16,943 -53%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$655K – – –
William Blair & Company
171
William Blair & Company
Illinois
$629K -$27.4K -619 -4%
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$612K +$3.01K +68 +0.5%
AIM
173
Aigen Investment Management
New York
$607K +$607K +14,477 New
CANY
174
Caxton Associates (New York)
New York
$602K +$602K +13,604 New
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$595K -$6.62M -149,618 -92%
5 6
7
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