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HealthEquity
HQY

Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
114
Reduced
120
Closed
37
Calls
$18.3M
Puts
$23.3M
Net Calls
-$4.96M
Net Calls Change
-$16.8M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$70.2M
2
BlackRock
2
BlackRock
New York
$642M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.2M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$47.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$78.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
226
Teza Capital Management
Illinois
$327K 5,305 +5,305 New
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$322K 5,227 -7,319 -58%
MLICM
228
Metropolitan Life Insurance Company (MetLife)
New York
$320K 5,190 +179 +4%
CF
229
CNA Financial
Illinois
$317K 5,148 -3,923 -43%
NSEDCP
230
NJ State Employees Deferred Compensation Plan
New Jersey
$308K 5,000 – –
XT
231
XTX Topco
Cayman Islands
$303K 4,914 +1,163 +31%
VI
232
Versor Investments
New York
$302K 4,900 +4,900 New
QC
233
Quadrature Capital
United Kingdom
$301K 4,890 +4,890 New
MYIA
234
Mount Yale Investment Advisors
Colorado
$282K 4,576 +68 +2%
Arrowstreet Capital
235
Arrowstreet Capital
Massachusetts
$279K 4,526 +4,526 New
RCM
236
Radnor Capital Management
Pennsylvania
$278K 4,595 – –
SI
237
Stephens Inc
Arkansas
$277K 4,499 -214 -5%
NFP
238
Narus Financial Partners
Utah
$274K 4,451 -1 -0%
BCI
239
Brinker Capital Investments
Pennsylvania
$272K 4,415 +678 +18%
SCM
240
Shelton Capital Management
Colorado
$269K 4,363 – –
SWP
241
Stratos Wealth Partners
Ohio
$259K 4,199 +5 +0.1%
CC
242
Centiva Capital
New York
$259K 4,196 +4,196 New
Nisa Investment Advisors
243
Nisa Investment Advisors
Missouri
$241K 3,903 -70 -2%
II
244
Inspire Investing
Idaho
$236K 3,830 +751 +24%
TRCT
245
Tower Research Capital (TRC)
New York
$234K 3,803 -5,490 -59%
SOW
246
State of Wyoming
Wyoming
$234K 3,793 +1,717 +83%
FA
247
FDx Advisors
Illinois
$229K 3,709 +488 +15%
AQR Capital Management
248
AQR Capital Management
Connecticut
$226K 3,710 +3,710 New
VPIM
249
Vanguard Personalized Indexing Management
California
$214K 3,464 +3,464 New
PMEF
250
Point72 Middle East FZE
United Arab Emirates
$210K 3,403 +3,403 New
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