HQY icon

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 %
TCM
176
Tygh Capital Management
Oregon
$588K -$5.78M -130,838 -91%
X
177
Xponance
Pennsylvania
$565K -$7.4K -167 -1%
Pacer Advisors
178
Pacer Advisors
Pennsylvania
$538K +$25.9K +585 +5%
SOADOR
179
State of Alaska Department of Revenue
Alaska
$534K -$31.4K -710 -6%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$496K +$150K +3,401 +44%
CC
181
Centiva Capital
New York
$492K +$492K +11,125 New
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$491K – – –
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$474K +$474K +10,721 New
Walleye Trading
184
Walleye Trading
New York
$462K +$230K +5,195 +99%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$458K – – –
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$456K +$220K +4,954 +93%
Prudential Financial
187
Prudential Financial
New Jersey
$449K -$61.2K -1,385 -12%
Group One Trading
188
Group One Trading
Illinois
$434K +$434K +9,805 New
HSBC Holdings
189
HSBC Holdings
United Kingdom
$429K +$429K +9,603 New
PGH
190
Partners Group Holding
Switzerland
$428K – – –
CF
191
CNA Financial
Illinois
$424K – – –
RCG
192
Rock Creek Group
District of Columbia
$423K +$423K +7,922 New
SG Americas Securities
193
SG Americas Securities
New York
$422K -$430K -9,733 -50%
CB
194
Commerce Bank
Missouri
$410K +$58.5K +1,322 +17%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$396K +$388K +8,776 +4,930%
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
$392K +$392K +8,870 New
FWM
197
Frontier Wealth Management
Missouri
$380K – – –
E
198
Ergoteles
New York
$372K +$229K +5,176 +160%
NAM
199
Nexpoint Asset Management
Texas
$372K +$372K +8,400 New
US Bancorp
200
US Bancorp
Minnesota
$344K -$71.9K -1,630 -17%
6 7
8
9 10