HQY icon

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 %
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$872K +$40.6K +661 +5%
NMIMC
177
Northwestern Mutual Investment Management Company
Wisconsin
$867K +$14.4K +235 +2%
Tudor Investment Corp
178
Tudor Investment Corp
Connecticut
$855K +$855K +13,931 New
Susquehanna International Group
179
Susquehanna International Group
Pennsylvania
$844K +$495K +8,056 +142%
X
180
Xponance
Pennsylvania
$825K +$50.7K +827 +7%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$816K -$239K -3,900 -23%
Teacher Retirement System of Texas
182
Teacher Retirement System of Texas
Texas
$816K -$215K -3,497 -21%
Walleye Capital
183
Walleye Capital
New York
$779K +$421K +6,865 +118%
ZB
184
Zions Bancorporation
Utah
$775K +$148K +2,415 +24%
BBL
185
Beck Bode LLC
Massachusetts
$745K -$69.6K -1,133 -9%
HA
186
HC Advisors
Georgia
$743K -$12.3K -200 -2%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$743K +$20.9K +340 +3%
CC
188
Cipher Capital
New York
$742K +$742K +12,083 New
SO
189
STRS Ohio
Ohio
$712K +$221K +3,600 +45%
Citigroup
190
Citigroup
New York
$701K +$215K +3,495 +44%
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$684K -$92.8K -1,512 -12%
TC
192
TwinBeech Capital
New York
$677K +$677K +11,022 New
MNBTD
193
Moody National Bank Trust Division
Texas
$673K +$673K +10,961 New
William Blair & Company
194
William Blair & Company
Illinois
$658K -$118K -1,924 -15%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$639K +$6.45K +105 +1%
Zurich Cantonal Bank
196
Zurich Cantonal Bank
Switzerland
$636K -$52.7K -858 -8%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$635K – – –
US Bancorp
198
US Bancorp
Minnesota
$634K +$183K +2,976 +40%
LCM
199
Landscape Capital Management
New Jersey
$626K -$2.37M -38,555 -79%
Daiwa Securities Group
200
Daiwa Securities Group
Japan
$620K – – –
6 7
8
9 10