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HealthEquity
HQY

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

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

14% more capital invested

Capital invested by funds: $5.14B → $5.85B (+$709M)

3.07% more ownership

Funds ownership: 99.93% → 103% (+3.1%)

1% more funds holding

Funds holding: 307 → 310 (+3)

9% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 116

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
310
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
5.34%
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
Janus Henderson Group
United Kingdom
+$82.3M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$48.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$47.3M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$40.8M
5
Millennium Management
Millennium Management
New York
+$28.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$57.1M
2
JP Morgan Chase
JP Morgan Chase
New York
-$19.4M
3
NIP
Nicholas Investment Partners
California
-$18.6M
4
CS
Credit Suisse
Switzerland
-$15.8M
5
OAM
Ophir Asset Management
Australia
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$651M -$5.12M -80,955 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$549M +$1.96M +31,009 +0.4%
WA
3
Wasatch Advisors
Utah
$385M -$57.1M -902,689 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$268M +$24.9M +394,036 +11%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$224M +$40.8M +645,378 +24%
State Street
6
State Street
Massachusetts
$179M +$4.69M +74,035 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$175M +$82.3M +1,300,387 +99%
JP Morgan Chase
8
JP Morgan Chase
New York
$144M -$19.4M -305,801 -12%
Brown Advisory
9
Brown Advisory
Maryland
$138M +$14.7M +232,691 +13%
ACH
10
ArrowMark Colorado Holdings
Colorado
$133M +$8.59M +135,673 +7%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$127M -$10.3M -162,061 -8%
FAM
12
Fred Alger Management
New York
$119M +$306K +4,830 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$102M +$1.96M +30,974 +2%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$98.8M +$3.86M +60,946 +4%
Millennium Management
15
Millennium Management
New York
$91.2M +$28.8M +454,643 +50%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$85.8M +$48.7M +769,908 +152%
Northern Trust
17
Northern Trust
Illinois
$83.8M -$1.33M -21,074 -2%
Franklin Resources
18
Franklin Resources
California
$77.5M +$736K +11,623 +1%
SIMG
19
Stephens Investment Management Group
Texas
$76.3M -$277K -4,383 -0.4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$62.8M +$9.56M +151,135 +19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.7M +$840K +13,268 +1%
Charles Schwab
22
Charles Schwab
California
$60.1M +$1.93M +30,493 +4%
GCM
23
Geneva Capital Management
Wisconsin
$58.9M +$1.67M +26,414 +3%
CS
24
Credit Suisse
Switzerland
$58.9M -$15.8M -249,962 -22%
Victory Capital Management
25
Victory Capital Management
Texas
$58.6M +$5.43M +85,772 +11%
1
2 3 4 5

HQY Hedge Fund Activity: Q3 2022 in Review

310 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2022, worth a combined $5.85B — up 14% 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 106 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $82.3M. 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 $5.85B of HealthEquity stock for Q3 2022, up 14% 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 Janus Henderson Group, an estimated $82.3M added.
  • The largest HealthEquity seller in Q3 2022 was Wasatch Advisors, an estimated $57.1M sold.

Based on aggregated 13F filings for Q3 2022.