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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$53.4M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$47.9M |
| 3 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$26.3M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$22.2M |
| 5 |
BlackRock
New York
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$24.8M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$24.6M |
| 3 |
Two Sigma Investments
New York
|
-$22.9M |
| 4 |
FAM
Fred Alger Management
New York
|
-$21.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$16M |
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.