HQY icon

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

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
Two Sigma Investments
New York
$11.6M
3
FAM
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$852K -$106K -1,571 -11%
X
177
Xponance
Pennsylvania
$851K -$8.97K -133 -1%
HA
178
HC Advisors
Georgia
$829K +$829K +12,295 New
SOADOR
179
State of Alaska Department of Revenue
Alaska
$793K -$21.6K -320 -3%
SSA
180
Schonfeld Strategic Advisors
New York
$786K +$786K +11,662 New
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$756K – – –
QT
182
Quantbot Technologies
New York
$730K -$1.51M -22,398 -67%
Wolverine Trading
183
Wolverine Trading
Illinois
$716K +$716K +10,643 New
Public Employees Retirement Association of Colorado
184
Public Employees Retirement Association of Colorado
Colorado
$698K – – –
TRSOTSOK
185
Teachers Retirement System of the State of Kentucky
Kentucky
$695K -$54K -800 -7%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$694K +$90.5K +1,343 +15%
ZB
187
Zions Bancorporation
Utah
$688K +$184K +2,725 +36%
Daiwa Securities Group
188
Daiwa Securities Group
Japan
$681K +$681K +10,100 New
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$674K +$674K +10,000 New
VRS
190
Virginia Retirement Systems
Virginia
$661K +$661K +9,800 New
CF
191
CNA Financial
Illinois
$647K – – –
Prudential Financial
192
Prudential Financial
New Jersey
$641K -$44.3K -657 -6%
CB
193
Commerce Bank
Missouri
$591K -$33.6K -499 -5%
FWM
194
Frontier Wealth Management
Missouri
$590K -$343 -5 -0.1%
PI
195
PEAK6 Investments
Illinois
$563K -$1.31M -19,436 -70%
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$553K +$170K +2,532 +45%
SO
197
STRS Ohio
Ohio
$539K +$371K +5,500 +220%
Citigroup
198
Citigroup
New York
$534K -$1.29M -19,172 -71%
SSWM
199
Sheets Smith Wealth Management
North Carolina
$521K – – –
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$508K +$3.64K +54 +0.7%
6 7
8
9 10