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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.

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
1
Fidelity Investments
Massachusetts
$129M
2
WA
2
Wasatch Advisors
Utah
$327M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$26.5M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$114M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$26.3M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$0
2
Wells Fargo
2
Wells Fargo
California
$5.56M
3
Ameriprise
3
Ameriprise
Minnesota
$8.85M
4
FAM
4
Fred Alger Management
New York
$98.5M
5
GF
5
Greenhouse Funds
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$401M 9,064,265 +59,190 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$355M 8,023,824 +6,363 +0.1%
WA
3
Wasatch Advisors
Utah
$327M 7,394,067 +1,197,807 +19%
William Blair Investment Management
4
William Blair Investment Management
Illinois
$158M 3,568,161 -201,638 -5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$129M 2,913,886 +1,744,870 +149%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$114M 2,587,846 +589,509 +29%
State Street
7
State Street
Massachusetts
$114M 2,574,587 -4,759 -0.2%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$100M 2,267,898 +422,484 +23%
FAM
9
Fred Alger Management
New York
$98.5M 2,227,307 -831,532 -27%
ACH
10
ArrowMark Colorado Holdings
Colorado
$92.2M 2,083,800 +500,492 +32%
Brown Advisory
11
Brown Advisory
Maryland
$75.6M 1,708,630 +114,437 +7%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$68.9M 1,557,048 +8,292 +0.5%
CS
13
Credit Suisse
Switzerland
$66.1M 1,493,516 +509 +0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$63.6M 1,438,390 +23,466 +2%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$59.7M 1,349,709 -45,951 -3%
Northern Trust
16
Northern Trust
Illinois
$52M 1,174,943 -18,225 -2%
Franklin Resources
17
Franklin Resources
California
$51.5M 1,163,522 +308,552 +36%
Victory Capital Management
18
Victory Capital Management
Texas
$49.4M 1,116,162 -240,729 -18%
SIMG
19
Stephens Investment Management Group
Texas
$46.4M 1,048,473 +236,115 +29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$39.5M 891,832 +6,373 +0.7%
GIM
21
Granahan Investment Management
Massachusetts
$36.3M 821,467 +51,861 +7%
GCM
22
Geneva Capital Management
Wisconsin
$36.3M 821,398 -66,492 -7%
Charles Schwab
23
Charles Schwab
California
$36M 814,194 +16,431 +2%
BAMCO Inc
24
BAMCO Inc
New York
$35.4M 800,000 -52,778 -6%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$34.4M 777,740 +95,301 +14%
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