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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$635M 9,423,008 +358,743 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$539M 7,998,328 -25,496 -0.3%
WA
3
Wasatch Advisors
Utah
$515M 7,638,935 +244,868 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$217M 3,216,536 +302,650 +10%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$210M 3,112,394 -455,767 -13%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$180M 2,669,705 +81,859 +3%
State Street
7
State Street
Massachusetts
$178M 2,642,658 +68,071 +3%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$139M 2,060,973 -206,925 -9%
ACH
9
ArrowMark Colorado Holdings
Colorado
$130M 1,933,736 -150,064 -7%
FAM
10
Fred Alger Management
New York
$123M 1,829,673 -397,634 -18%
Brown Advisory
11
Brown Advisory
Maryland
$123M 1,823,014 +114,384 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$100M 1,485,530 +47,140 +3%
CS
13
Credit Suisse
Switzerland
$99.5M 1,475,491 -18,025 -1%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$93M 1,379,340 +29,631 +2%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$92.4M 1,370,783 -186,265 -12%
Northern Trust
16
Northern Trust
Illinois
$87M 1,290,121 +115,178 +10%
Franklin Resources
17
Franklin Resources
California
$78.6M 1,165,926 +2,404 +0.2%
SIMG
18
Stephens Investment Management Group
Texas
$76.2M 1,130,501 +82,028 +8%
Millennium Management
19
Millennium Management
New York
$73.9M 1,095,952 +989,156 +926%
Victory Capital Management
20
Victory Capital Management
Texas
$72.2M 1,071,533 -44,629 -4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.3M 924,494 +32,662 +4%
VBA
22
Van Berkom & Associates
Quebec, Canada
$59.8M 886,108 +886,108 New
GCM
23
Geneva Capital Management
Wisconsin
$57.9M 857,918 +36,520 +4%
Charles Schwab
24
Charles Schwab
California
$57.3M 848,907 +34,713 +4%
GIM
25
Granahan Investment Management
Massachusetts
$55.9M 829,000 +7,533 +0.9%
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