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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
1
Millennium Management
New York
$73.9M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$59.8M
3
ITP
3
Iron Triangle Partners
Connecticut
$32.8M
4
GIP
4
Granite Investment Partners
California
$32.9M
5
BlackRock
5
BlackRock
New York
$635M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$210M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$11.6M
3
FAM
3
Fred Alger Management
New York
$123M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Securian Asset Management
Minnesota
$504K – – –
AG
202
Algert Global
California
$503K -$646K -9,570 -56%
AG
203
Appleton Group
Wisconsin
$500K +$500K +7,413 New
US Bancorp
204
US Bancorp
Minnesota
$496K -$29.9K -444 -6%
PA
205
Profund Advisors
Maryland
$484K -$27.6K -410 -5%
CSS
206
Cubist Systematic Strategies
Connecticut
$466K -$9.65M -143,152 -95%
Marshall Wace
207
Marshall Wace
United Kingdom
$462K +$376K +5,571 +434%
IFWM
208
Institute for Wealth Management
Colorado
$461K +$472 +7 +0.1%
AQR Capital Management
209
AQR Capital Management
Connecticut
$455K +$455K +6,772 New
NAM
210
NorthCrest Asset Manangement
Minnesota
$411K +$411K +6,100 New
Walleye Capital
211
Walleye Capital
New York
$393K -$664K -9,833 -63%
NIMI
212
Natixis Investment Managers International
France
$387K +$181K +2,689 +88%
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$384K -$215K -3,181 -36%
PAMS
214
Pictet Asset Management (Switzerland)
Switzerland
$365K -$13.7M -203,382 -97%
SI
215
Stephens Inc
Arkansas
$341K +$37.9K +562 +13%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$338K -$1.98M -29,377 -85%
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$337K – – –
ECM
218
ExodusPoint Capital Management
New York
$324K -$1.69M -25,092 -84%
MHS
219
M Holdings Securities
Oregon
$303K +$303K +4,490 New
NFP
220
Narus Financial Partners
Utah
$300K +$300K +4,452 New
SWP
221
Stratos Wealth Partners
Ohio
$299K +$299K +4,433 New
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$297K +$18.7K +277 +7%
MYIA
223
Mount Yale Investment Advisors
Colorado
$294K +$294K +4,356 New
SCM
224
Shelton Capital Management
Colorado
$294K +$294K +4,363 New
Group One Trading
225
Group One Trading
Illinois
$281K -$380K -5,638 -58%
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