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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 %
William Blair & Company
176
William Blair & Company
Illinois
$971K +$251K +3,744 +35%
AG
177
Algert Global
California
$963K +$963K +14,335 New
MNBTD
178
Moody National Bank Trust Division
Texas
$960K +$224K +3,327 +30%
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$945K -$9.88K -147 -1%
X
180
Xponance
Pennsylvania
$893K -$10.2K -152 -1%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$893K – – –
ZB
182
Zions Bancorporation
Utah
$849K +$672 +10 +0.1%
Bank of Nova Scotia
183
Bank of Nova Scotia
Ontario, Canada
$842K +$94.2K +1,404 +13%
NA
184
NewEdge Advisors
Louisiana
$841K +$841K +12,524 New
PCM
185
Penserra Capital Management
California
$823K -$241K -3,592 -23%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$818K -$130K -1,936 -14%
CCM
187
Crestwood Capital Management
New York
$812K -$4.7M -69,944 -85%
HA
188
HC Advisors
Georgia
$812K – – –
TRSOTSOK
189
Teachers Retirement System of the State of Kentucky
Kentucky
$799K +$799K +11,895 New
SOADOR
190
State of Alaska Department of Revenue
Alaska
$786K -$26.9K -400 -3%
SO
191
STRS Ohio
Ohio
$779K – – –
CC
192
Cipher Capital
New York
$756K -$56.1K -834 -7%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$754K +$58.1K +864 +8%
VRS
194
Virginia Retirement Systems
Virginia
$705K +$705K +10,500 New
Holocene Advisors
195
Holocene Advisors
New York
$701K -$383K -5,699 -35%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$695K – – –
SC
197
Shay Capital
New York
$672K -$504K -7,500 -43%
Prudential Financial
198
Prudential Financial
New Jersey
$655K -$4.69K -68 -0.7%
JAM
199
Jupiter Asset Management
United Kingdom
$631K +$631K +9,396 New
TRCT
200
Tower Research Capital (TRC)
New York
$624K +$212K +3,160 +52%
6 7
8
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