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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 %
SDIC
151
South Dakota Investment Council
South Dakota
$1.55M – – –
ASRS
152
Arizona State Retirement System
Arizona
$1.54M +$18.1K +270 +1%
PAM
153
Panagora Asset Management
Massachusetts
$1.53M – – –
LSERS
154
Louisiana State Employees Retirement System
Louisiana
$1.51M +$13.4K +200 +0.9%
Stifel Financial
155
Stifel Financial
Missouri
$1.49M -$50.3K -749 -3%
CCM
156
Covington Capital Management
California
$1.44M -$24.7K -367 -2%
SOMRS
157
State of Michigan Retirement System
Michigan
$1.43M -$13.4K -200 -0.9%
Vontobel Holding
158
Vontobel Holding
Switzerland
$1.41M -$139K -2,065 -9%
Barclays
159
Barclays
United Kingdom
$1.33M +$801K +11,941 +151%
AA
160
ALPS Advisors
Colorado
$1.3M +$1.3M +19,300 New
Natixis Advisors
161
Natixis Advisors
Massachusetts
$1.29M +$156K +2,317 +14%
US Bancorp
162
US Bancorp
Minnesota
$1.29M +$591K +8,796 +85%
JPMPWA
163
J.P. Morgan Private Wealth Advisors
California
$1.25M -$55.3K -823 -4%
TI
164
Tidal Investments
Wisconsin
$1.22M +$1.22M +18,086 New
Squarepoint
165
Squarepoint
New York
$1.18M +$1.18M +17,550 New
CCIA
166
Campbell & Co Investment Adviser
Maryland
$1.15M +$1.15M +17,096 New
Calamos Advisors
167
Calamos Advisors
Illinois
$1.15M -$3.74M -55,725 -77%
SBWIC
168
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.13M -$1.01K -15 -0.1%
Mariner
169
Mariner
Kansas
$1.11M +$1.11M +16,461 New
Federated Hermes
170
Federated Hermes
Pennsylvania
$1.07M +$60.9K +907 +6%
CGH
171
Crossmark Global Holdings
Texas
$1.05M -$34.7K -516 -3%
ProShare Advisors
172
ProShare Advisors
Maryland
$1.02M -$16K -238 -2%
Tudor Investment Corp
173
Tudor Investment Corp
Connecticut
$1M +$63.9K +951 +7%
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$995K – – –
Two Sigma Investments
175
Two Sigma Investments
New York
$987K +$376K +5,600 +62%
5 6
7
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