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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 %
Osaic Holdings
201
Osaic Holdings
Arizona
$620K +$61.4K +915 +11%
CF
202
CNA Financial
Illinois
$609K -$35K -521 -5%
Daiwa Securities Group
203
Daiwa Securities Group
Japan
$608K -$70.5K -1,050 -10%
LOAME
204
Lombard Odier Asset Management (Europe)
United Kingdom
$605K -$5.38M -80,000 -90%
FC
205
FORA Capital
Florida
$604K +$69.3K +1,032 +13%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$598K +$470K +6,995 +366%
CB
207
Commerce Bank
Missouri
$591K – – –
VI
208
Vestcor Inc
New Brunswick, Canada
$548K +$548K +8,160 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$542K -$157K -2,331 -22%
Balyasny Asset Management
210
Balyasny Asset Management
Illinois
$528K -$41.2K -614 -7%
DTL
211
Dynamic Technology Lab
Singapore
$521K -$949K -14,130 -65%
SSWM
212
Sheets Smith Wealth Management
North Carolina
$519K – – –
SAM
213
Securian Asset Management
Minnesota
$517K – – –
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$507K -$34.5K -515 -6%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$501K -$7.73K -115 -2%
Pacer Advisors
216
Pacer Advisors
Pennsylvania
$475K +$475K +7,075 New
IFWM
217
Institute for Wealth Management
Colorado
$460K – – –
PFO
218
Pathstone Family Office
New Jersey
$455K +$455K +6,781 New
PCM
219
Prelude Capital Management
New York
$454K +$186K +2,764 +69%
NAM
220
NorthCrest Asset Manangement
Minnesota
$410K – – –
MLL
221
Moody Lynn & Lieberson
Massachusetts
$406K +$406K +6,047 New
MAM
222
Morse Asset Management
Connecticut
$385K +$385K +5,730 New
Verition Fund Management
223
Verition Fund Management
Connecticut
$383K +$383K +5,696 New
PA
224
Profund Advisors
Maryland
$381K -$4.1K -61 -1%
PAMS
225
Pictet Asset Management (Switzerland)
Switzerland
$379K +$15.5K +231 +4%
7 8
9
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