Two Sigma Advisers
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Two Sigma Advisers’s HealthEquity HQY Stock Holding History

Two Sigma Advisers’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,400
Closed -$493K – 2505
2023
Q1 		$493K Sell
8,400
-2,300
-21% -$140K ﹤0.01% 1951
2022
Q4 		$660K Buy
+10,700
New +$719K ﹤0.01% 1770
2022
Q1 		– Sell
-68,700
Closed -$3.04M – 2803
2021
Q4 		$3.04M Buy
+68,700
New +$4M 0.01% 991
2020
Q2 		– Sell
-51,400
Closed -$2.6M – 2536
2020
Q1 		$2.6M Sell
51,400
-205,000
-80% -$13.6M 0.01% 975
2019
Q4 		$19M Sell
256,400
-304,900
-54% -$19M 0.04% 400
2019
Q3 		$32.1M Sell
561,300
-95,100
-14% -$6.31M 0.08% 287
2019
Q2 		$42.9M Buy
656,400
+524,800
+399% +$36.5M 0.11% 234
2019
Q1 		$9.74M Buy
131,600
+124,000
+1,632% +$8.72M 0.02% 609
2018
Q4 		$453K Sell
7,600
-8,900
-54% -$717K ﹤0.01% 1811
2018
Q3 		$1.56M Buy
16,500
+10,800
+189% +$930K ﹤0.01% 1342
2018
Q2 		$428K Sell
5,700
-8,600
-60% -$618K ﹤0.01% 1980
2018
Q1 		$866K Buy
+14,300
New +$774K ﹤0.01% 1609
2017
Q4 		– Sell
-6,300
Closed -$319K – 2298
2017
Q3 		$319K Sell
6,300
-30,400
-83% -$1.42M ﹤0.01% 1906
2017
Q2 		$1.83M Buy
36,700
+25,500
+228% +$1.19M 0.01% 1246
2017
Q1 		$475K Sell
11,200
-2,700
-19% -$119K ﹤0.01% 1918
2016
Q4 		$563K Buy
13,900
+6,500
+88% +$251K ﹤0.01% 1810
2016
Q3 		$280K Buy
+7,400
New +$234K ﹤0.01% 1902

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers's HQY Position: Q2 2023 in Review

Two Sigma Advisers sold out of HealthEquity (HQY) in Q2 2023, closing a stake of 8,400 shares — an estimated $493K sold.

Two Sigma Advisers first reported a position in HQY in Q3 2016 and held it in 17 quarters. The position peaked at $42.9M in Q2 2019. 317 funds tracked by Wall St. Rank hold HQY as of Q2 2023.

  • Two Sigma Advisers reported no remaining HealthEquity position as of Q2 2023 after selling out during the quarter.
  • Two Sigma Advisers sold 8,400 HealthEquity shares in Q2 2023, an estimated $493K.
  • Two Sigma Advisers first reported a position in HealthEquity in Q3 2016 and held it in 17 quarters.
  • Two Sigma Advisers's HealthEquity position peaked at $42.9M in Q2 2019.
  • 317 funds tracked by Wall St. Rank held HealthEquity as of Q2 2023.

Based on Two Sigma Advisers's 13F filing for Q2 2023, filed 14 Aug 2023.