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HealthEquity
HQY

Overview Fund Activity

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
Holders
298
Holders Change
+16
Holders Change %
+5.67%
% of All Funds
4.72%
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

1
Millennium Management
1
Millennium Management
New York
$73.9M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$59.8M
3
ITP
3
Iron Triangle Partners
Connecticut
$32.8M
4
GIP
4
Granite Investment Partners
California
$32.9M
5
BlackRock
5
BlackRock
New York
$635M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.6M
3
FAM
3
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOMRS
151
State of Michigan Retirement System
Michigan
$1.43M +$3.78K +56 +0.3%
SC
152
Shay Capital
New York
$1.35M +$1.35M +20,000 New
Holocene Advisors
153
Holocene Advisors
New York
$1.33M -$225K -3,328 -14%
Calamos Advisors
154
Calamos Advisors
Illinois
$1.25M +$1.25M +18,502 New
CGH
155
Crossmark Global Holdings
Texas
$1.21M +$154K +2,280 +15%
First Trust Advisors
156
First Trust Advisors
Illinois
$1.21M +$1.21M +17,949 New
NMERB
157
New Mexico Educational Retirement Board
New Mexico
$1.16M – – –
SBWIC
158
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.16M -$6.41K -95 -0.6%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$1.14M -$63.7K -945 -5%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$1.13M +$65.3K +969 +6%
SG Americas Securities
161
SG Americas Securities
New York
$1.09M +$446K +6,610 +69%
Barclays
162
Barclays
United Kingdom
$1.06M -$6.61M -98,018 -86%
BNP Paribas Financial Markets
163
BNP Paribas Financial Markets
France
$1.04M -$621K -9,208 -37%
Federated Hermes
164
Federated Hermes
Pennsylvania
$1.04M -$34.5K -511 -3%
Osaic Holdings
165
Osaic Holdings
Arizona
$1.03M +$81.2K +517 +9%
AIL
166
AGF Investments LLC
Ontario, Canada
$1.02M +$1.02M +15,153 New
CCM
167
Cinctive Capital Management
New York
$1.01M -$3.01M -44,667 -75%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$999K – – –
SM
169
Sciencast Management
New Jersey
$937K +$937K +14,054 New
NMIMC
170
Northwestern Mutual Investment Management Company
Wisconsin
$936K +$2.9K +43 +0.3%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$932K +$932K +13,821 New
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$913K +$220K +3,266 +32%
BBL
173
Beck Bode LLC
Massachusetts
$894K +$894K +13,261 New
HSBC Holdings
174
HSBC Holdings
United Kingdom
$868K +$213K +3,126 +33%
Bank of Nova Scotia
175
Bank of Nova Scotia
Ontario, Canada
$853K +$853K +12,654 New
5 6
7
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