HealthEquity
310 hedge funds and large institutions have $5.76B invested in HealthEquity in 2022 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 105 increasing their positions, 117 reducing their positions, and 36 closing their positions.
192% more call options, than puts
Call options by funds: $18M | Put options by funds: $6.17M
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
12% more capital invested
Capital invested by funds: $5.14B → $5.76B (+$623M)
1.53% more ownership
Funds ownership: 99.92% → 101.45% (+1.5%)
1% more funds holding
Funds holding: 307 → 310 (+3)
10% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 117
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$48.7M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$47.3M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$40.8M |
| 4 |
Millennium Management
New York
|
+$28.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$57.1M |
| 2 |
JP Morgan Chase
New York
|
-$19.4M |
| 3 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$18.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.8M |
| 5 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$14.4M |
HQY Hedge Fund Activity: Q3 2022 in Review
310 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2022, worth a combined $5.76B — up 12% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HQY positions and 36 closed out — a net gain of 5 holders — while 105 added to existing stakes and 117 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $48.7M. The largest seller was Wasatch Advisors, cutting an estimated $57.1M.
- 310 institutional investors held HealthEquity (HQY) as of Q3 2022, up from 307 in Q2 2022.
- Funds reported $5.76B of HealthEquity stock for Q3 2022, up 12% quarter-over-quarter.
- 41 funds opened new HealthEquity positions in Q3 2022 and 36 closed out, a net change of +5 holders.
- The largest HealthEquity buyer in Q3 2022 was Allspring Global Investments, an estimated $48.7M added.
- The largest HealthEquity seller in Q3 2022 was Wasatch Advisors, an estimated $57.1M sold.
Based on aggregated 13F filings for Q3 2022.