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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 %
CI
151
Cambiar Investors
Colorado
$1.43M -$832K -13,552 -37%
SDIC
152
South Dakota Investment Council
South Dakota
$1.42M – – –
SG Americas Securities
153
SG Americas Securities
New York
$1.41M +$420K +6,849 +42%
Stifel Financial
154
Stifel Financial
Missouri
$1.41M -$78.4K -1,277 -5%
PAM
155
Panagora Asset Management
Massachusetts
$1.4M -$180K -2,933 -11%
ASRS
156
Arizona State Retirement System
Arizona
$1.39M +$5.04K +82 +0.4%
DTL
157
Dynamic Technology Lab
Singapore
$1.34M +$1.34M +21,890 New
CCM
158
Covington Capital Management
California
$1.34M -$288K -4,685 -18%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$1.33M +$18K +300 +1%
SOMRS
160
State of Michigan Retirement System
Michigan
$1.32M +$12.3K +200 +0.9%
Simplex Trading
161
Simplex Trading
Illinois
$1.24M -$4.52M -73,620 -78%
JPMPWA
162
J.P. Morgan Private Wealth Advisors
California
$1.19M +$150K +2,449 +14%
SC
163
Shay Capital
New York
$1.07M -$153K -2,500 -13%
Alyeska Investment Group
164
Alyeska Investment Group
Illinois
$1.07M +$1.07M +17,452 New
Natixis Advisors
165
Natixis Advisors
Massachusetts
$1.04M +$187K +3,054 +22%
SBWIC
166
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.03M -$22.4K -365 -2%
CGH
167
Crossmark Global Holdings
Texas
$991K -$111K -1,800 -10%
Holocene Advisors
168
Holocene Advisors
New York
$990K -$219K -3,566 -18%
EMG
169
ETF Managers Group
New Jersey
$975K +$975K +15,354 New
PCM
170
Penserra Capital Management
California
$973K +$973K +15,850 New
AIL
171
AGF Investments LLC
Ontario, Canada
$969K +$39K +636 +4%
ProShare Advisors
172
ProShare Advisors
Maryland
$941K -$511K -8,329 -35%
Federated Hermes
173
Federated Hermes
Pennsylvania
$922K -$24.3K -396 -3%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$910K – – –
Arrowstreet Capital
175
Arrowstreet Capital
Massachusetts
$889K +$889K +14,478 New
5 6
7
8 9