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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$600M 9,771,455 +348,447 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$500M 8,142,880 +144,552 +2%
WA
3
Wasatch Advisors
Utah
$407M 6,628,751 -1,010,184 -13%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$220M 3,589,800 +373,264 +12%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M 2,687,591 -424,803 -14%
State Street
6
State Street
Massachusetts
$159M 2,597,911 -44,747 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$151M 2,457,011 -212,694 -8%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$126M 2,053,812 -7,161 -0.3%
ACH
9
ArrowMark Colorado Holdings
Colorado
$113M 1,847,890 -85,846 -4%
Brown Advisory
10
Brown Advisory
Maryland
$112M 1,826,705 +3,691 +0.2%
FAM
11
Fred Alger Management
New York
$109M 1,774,140 -55,533 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$91.2M 1,485,034 -496 -0%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$86.6M 1,410,226 +30,886 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$80.3M 1,308,041 -62,742 -5%
Northern Trust
15
Northern Trust
Illinois
$77.9M 1,268,405 -21,716 -2%
Franklin Resources
16
Franklin Resources
California
$70.1M 1,141,459 -24,467 -2%
SIMG
17
Stephens Investment Management Group
Texas
$70M 1,140,122 +9,621 +0.9%
CS
18
Credit Suisse
Switzerland
$69.1M 1,126,256 -349,235 -24%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$56.5M 920,082 -4,412 -0.5%
Millennium Management
20
Millennium Management
New York
$55.4M 903,044 -192,908 -18%
GIM
21
Granahan Investment Management
Massachusetts
$53M 864,057 +35,057 +4%
Charles Schwab
22
Charles Schwab
California
$53M 864,036 +15,129 +2%
GKIM
23
GW&K Investment Management
Massachusetts
$52.3M 851,583 +45,267 +6%
GCM
24
Geneva Capital Management
Wisconsin
$52.2M 850,277 -7,641 -0.9%
BAMCO Inc
25
BAMCO Inc
New York
$49.1M 800,000 – –
1
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