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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 %
State of Tennessee, Department of Treasury
201
State of Tennessee, Department of Treasury
Tennessee
$614K – – –
Prudential Financial
202
Prudential Financial
New Jersey
$607K +$3.56K +56 +0.6%
CF
203
CNA Financial
Illinois
$589K – – –
Two Sigma Investments
204
Two Sigma Investments
New York
$559K -$10M -163,076 -95%
CB
205
Commerce Bank
Missouri
$540K +$2.51K +41 +0.5%
FWM
206
Frontier Wealth Management
Missouri
$528K – – –
Balyasny Asset Management
207
Balyasny Asset Management
Illinois
$521K -$10.1M -164,420 -95%
Osaic Holdings
208
Osaic Holdings
Arizona
$508K +$110K +1,801 +28%
FRM
209
Fox Run Management
Connecticut
$506K +$506K +8,249 New
Rockefeller Capital Management
210
Rockefeller Capital Management
New York
$495K -$1.35M -22,091 -73%
FC
211
FORA Capital
Florida
$489K +$489K +7,966 New
Barclays
212
Barclays
United Kingdom
$486K -$477K -7,761 -50%
SSWM
213
Sheets Smith Wealth Management
North Carolina
$475K – – –
SAM
214
Securian Asset Management
Minnesota
$472K +$13.1K +213 +3%
SM
215
Sciencast Management
New Jersey
$469K -$341K -5,918 -42%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$465K +$2.46K +40 +0.5%
IFWM
217
Institute for Wealth Management
Colorado
$420K – – –
PI
218
PEAK6 Investments
Illinois
$409K -$106K -1,720 -21%
Twin Tree Management
219
Twin Tree Management
Texas
$389K +$389K +6,339 New
TRCT
220
Tower Research Capital (TRC)
New York
$376K +$192K +3,135 +105%
NAM
221
NorthCrest Asset Manangement
Minnesota
$374K – – –
PA
222
Profund Advisors
Maryland
$352K -$88.8K -1,447 -20%
PAMS
223
Pictet Asset Management (Switzerland)
Switzerland
$332K – – –
BCM
224
Bayesian Capital Management
New York
$332K +$332K +5,400 New
OTPPB
225
Ontario Teachers' Pension Plan Board
Ontario, Canada
$328K +$328K +5,351 New
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9
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