HealthEquity, Inc.
Hedge Funds Holdings

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HealthEquity, Inc.‘s stocks are currently a part of 299 hedge funds’ portfolios, which represents 99.95% of the total amount of its stocks outstanding. This makes up a total of 83.97M shares of HealthEquity, Inc.. Compared to the previous quarter, the number grew by 1.06% or 883.90K shares more. As for the holding position changes, 38.46% (115) of current hedge fund investors increased the number of shares held, 36.45% (109) of current holders sold a part of the shares held, and 9.03% (27) closed the holdings completely. 40 hedge funds are new holders of HealthEquity, Inc. stock in Q2 2022, it is 13.38% of total holders.

Hedge funds holding HealthEquity (Q3 2017 – Q2 2022)

Number of hedge funds
Q3 2017 236
Q4 2017 231
Q1 2018 270
Q2 2018 272
Q3 2018 306
Q4 2018 307
Q1 2019 323
Q2 2019 319
Q3 2019 300
Q4 2019 315
Q1 2020 284
Q2 2020 291
Q3 2020 276
Q4 2020 279
Q1 2021 280
Q2 2021 281
Q3 2021 280
Q4 2021 276
Q1 2022 290
Q2 2022 299

Hedge funds changes in HealthEquity positions (Q3 2017 – Q2 2022)

Changes in positions
Q3 2017 329981231
Q4 2017 34858238-8
Q1 2018 688587237
Q2 2018 3810310133-3
Q3 2018 63113103261
Q4 2018 6310611161-34
Q1 2019 6011710543-2
Q2 2019 551538253-24
Q3 2019 381507857-23
Q4 2019 57121102350
Q1 2020 339810860-15
Q2 2020 40103112315
Q3 2020 301308044-8
Q4 2020 3497116302
Q1 2021 3412588312
Q2 2021 4010111438-12
Q3 2021 3711891322
Q4 2021 501168752-29
Q1 2022 591099242-12
Q2 2022 40115109278

Hedge funds changes in HealthEquity stock options (Q3 2017 – Q2 2022)

Changes in stock options
Q3 2017 2,697,000 9,027,000
Q4 2017 2,740,000 6,698,000
Q1 2018 8,753,000 6,390,000
Q2 2018 3,000,009,326,000 1,000,018,330,000
Q3 2018 21,921,000 25,197,000
Q4 2018 11,373,000 25,864,000
Q1 2019 14,574,000 21,951,000
Q2 2019 14,150,000 39,944,000
Q3 2019 11,756,000 22,868,000
Q4 2019 11,102,000 26,258,000
Q1 2020 15,422,000 36,401,000
Q2 2020 13,838,000 55,781,000
Q3 2020 20,832,000 42,194,000
Q4 2020 28,203,000 28,787,000
Q1 2021 29,403,000 32,425,000
Q2 2021 12,569,000 19,346,000
Q3 2021 7,284,000 21,653,000
Q4 2021 4,346,000 12,214,000
Q1 2022 33,897,000 19,860,000
Q2 2022 26,087,000 1,960,000

Top 50 hedge fund holders of HealthEquity, Inc. (NASDAQ:HQY)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 650.91M 9.69M 0.022%
VANGUARD GROUP INC 549.04M 8.17M 0.016%
WASATCH ADVISORS LP 384.62M 5.72M 2.672%
FMR LLC 267.59M 3.98M 0.028%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 223.87M 3.33M 0.885%
STATE STREET CORP 179.47M 2.67M 0.011%
JPMORGAN CHASE & CO 144.49M 2.15M 0.021%
BROWN ADVISORY INC 138.33M 2.05M 0.269%
ARROWMARK COLORADO HOLDINGS LLC 133.23M 1.98M 1.634%
MACKENZIE FINANCIAL CORP 127.06M 1.89M 0.219%
FRED ALGER MANAGEMENT, LLC 119.49M 1.77M 0.606%
GEODE CAPITAL MANAGEMENT, LLC 101.83M 1.51M 0.015%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 98.81M 1.47M 0.328%
MILLENNIUM MANAGEMENT LLC Israel Englander 91.19M 1.35M 0.054%
JANUS HENDERSON GROUP PLC 87.60M 1.30M 0.066%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 85.83M 1.27M 0.152%
NORTHERN TRUST CORP 83.78M 1.24M 0.019%
FRANKLIN RESOURCES INC 77.45M 1.15M 0.042%
STEPHENS INVESTMENT MANAGEMENT GROUP LLC 76.28M 1.13M 1.446%
DIMENSIONAL FUND ADVISORS LP 62.83M 935.29K 0.024%
BANK OF NEW YORK MELLON CORP 62.69M 933.35K 0.015%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 60.08M 894.52K 0.021%
GENEVA CAPITAL MANAGEMENT LLC 58.88M 876.69K 1.360%
CREDIT SUISSE AG/ 58.86M 876.29K 0.066%
VICTORY CAPITAL MANAGEMENT INC 58.55M 871.68K 0.068%
GW&K INVESTMENT MANAGEMENT, LLC 56.42M 840.05K 0.623%
INVESCO LTD. 56.41M 839.85K 0.018%
BAMCO INC /NY/ 53.73M 800K 0.174%
LORD, ABBETT & CO. LLC 50.18M 747.10K 0.183%
VAN BERKOM & ASSOCIATES INC. 48.35M 719.91K 2.298%
CITADEL ADVISORS LLC Ken Griffin 46.65M 694.50K 0.011%
GRANAHAN INVESTMENT MANAGEMENT, LLC 46.49M 692.16K 1.518%
TIMESSQUARE CAPITAL MANAGEMENT, LLC 46.00M 684.93K 0.640%
POINT72 ASSET MANAGEMENT, L.P. Steven Cohen 45.58M 678.57K 0.182%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42.88M 638.46K 0.016%
GOLDMAN SACHS GROUP INC 39.20M 583.62K 0.009%
KORNITZER CAPITAL MANAGEMENT INC /KS 37.72M 561.65K 0.809%
MORGAN STANLEY 37.50M 558.31K 0.005%
ARISTOTLE CAPITAL BOSTON, LLC 36.25M 539.71K 1.226%
OPHIR ASSET MANAGEMENT PTY LTD 35.49M 528.4K 6.465%
NUVEEN ASSET MANAGEMENT, LLC 33.99M 506.13K 0.014%
ROYAL BANK OF CANADA 33.24M 494.95K 0.011%
SEI INVESTMENTS CO 31.53M 469.41K 0.070%
GRANITE INVESTMENT PARTNERS, LLC 31.49M 468.81K 1.367%
IRON TRIANGLE PARTNERS LP 29.55M 440K 5.167%
AMERICAN CENTURY COMPANIES INC 27.98M 416.62K 0.025%
EAGLE ASSET MANAGEMENT INC 27.76M 413.41K 0.181%
AUREUS ASSET MANAGEMENT, LLC 27.43M 408.42K 2.390%
BANK OF AMERICA CORP /DE/ 26.15M 389.30K 0.003%
MARSHALL WACE, LLP Paul Marshall 25.95M 386.40K 0.057%