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HealthEquity
HQY

Overview Fund Activity

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.

Holders
310
Holders Change
+3
Holders Change %
+0.98%
% of All Funds
5.36%
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
1
Janus Henderson Group
United Kingdom
$175M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$85.8M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$50.2M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$224M
5
Millennium Management
5
Millennium Management
New York
$91.2M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$385M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$144M
3
NIP
3
Nicholas Investment Partners
California
$0
4
CS
4
Credit Suisse
Switzerland
$58.9M
5
OAM
5
Ophir Asset Management
Australia
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$651M 9,690,500 -80,955 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$549M 8,173,889 +31,009 +0.4%
WA
3
Wasatch Advisors
Utah
$385M 5,726,062 -902,689 -14%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$268M 3,983,836 +394,036 +11%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$224M 3,332,969 +645,378 +24%
State Street
6
State Street
Massachusetts
$179M 2,671,946 +74,035 +3%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$175M 2,608,428 +1,300,387 +99%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$144M 2,151,210 -305,801 -12%
Brown Advisory
9
Brown Advisory
Maryland
$138M 2,059,396 +232,691 +13%
ACH
10
ArrowMark Colorado Holdings
Colorado
$133M 1,983,563 +135,673 +7%
Mackenzie Financial
11
Mackenzie Financial
Ontario, Canada
$127M 1,891,751 -162,061 -8%
FAM
12
Fred Alger Management
New York
$119M 1,778,970 +4,830 +0.3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$102M 1,516,008 +30,974 +2%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$98.8M 1,471,172 +60,946 +4%
Millennium Management
15
Millennium Management
New York
$91.2M 1,357,687 +454,643 +50%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$85.8M 1,277,945 +769,908 +152%
Northern Trust
17
Northern Trust
Illinois
$83.8M 1,247,331 -21,074 -2%
Franklin Resources
18
Franklin Resources
California
$77.5M 1,153,082 +11,623 +1%
SIMG
19
Stephens Investment Management Group
Texas
$76.3M 1,135,739 -4,383 -0.4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$62.8M 935,297 +151,135 +19%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$62.7M 933,350 +13,268 +1%
Charles Schwab
22
Charles Schwab
California
$60.1M 894,529 +30,493 +4%
GCM
23
Geneva Capital Management
Wisconsin
$58.9M 876,691 +26,414 +3%
CS
24
Credit Suisse
Switzerland
$58.9M 876,294 -249,962 -22%
Victory Capital Management
25
Victory Capital Management
Texas
$58.6M 871,685 +85,772 +11%
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