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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
Fidelity Investments
Massachusetts
$129M
2
WA
Wasatch Advisors
Utah
$327M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$114M
4
Two Sigma Investments
Two Sigma Investments
New York
$26.3M
5
ACH
ArrowMark Colorado Holdings
Colorado
$92.2M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$0
2
Wells Fargo
Wells Fargo
California
$5.56M
3
Ameriprise
Ameriprise
Minnesota
$8.85M
4
FAM
Fred Alger Management
New York
$98.5M
5
GF
Greenhouse Funds
Maryland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$342K +$119K +2,695 +54%
PA
202
Profund Advisors
Maryland
$336K +$4.16K +94 +1%
SAM
203
Securian Asset Management
Minnesota
$331K – – –
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$331K – – –
ZB
205
Zions Bancorporation
Utah
$331K +$51.5K +1,164 +18%
Simplex Trading
206
Simplex Trading
Illinois
$321K +$321K +7,259 New
DTL
207
Dynamic Technology Lab
Singapore
$312K +$45.4K +1,027 +17%
AC
208
Aristides Capital
Kentucky
$303K +$303K +6,854 New
IFWM
209
Institute for Wealth Management
Colorado
$302K -$15.7K -355 -5%
Verition Fund Management
210
Verition Fund Management
Connecticut
$274K +$274K +6,186 New
Osaic Holdings
211
Osaic Holdings
Arizona
$268K -$33.2K -745 -11%
PHK
212
Point72 Hong Kong
Hong Kong
$267K +$52.7K +1,192 +25%
TRCT
213
Tower Research Capital (TRC)
New York
$264K +$56.3K +1,273 +27%
PP
214
Paloma Partners
Connecticut
$259K -$850K -19,235 -77%
Los Angeles Capital Management
215
Los Angeles Capital Management
California
$251K -$8.41K -190 -3%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$250K -$66.4K -1,511 -21%
II
217
Inspire Investing
Idaho
$245K +$87.9K +1,988 +56%
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$221K – – –
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$220K +$220K +4,963 New
SI
220
Stephens Inc
Arkansas
$199K +$72.6K +1,640 +57%
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$193K +$50.1K +1,071 +35%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$174K +$17.1K +320 +11%
DFCM
223
Dark Forest Capital Management
Puerto Rico
$154K +$89.1K +2,011 +137%
NIMI
224
Natixis Investment Managers International
France
$135K -$35.5K -806 -21%
SOW
225
State of Wyoming
Wyoming
$123K +$10K +226 +9%
7 8
9
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