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HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
104
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$124M
2
DC
Davenport & Co
Virginia
$24M
3
Franklin Resources
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
Wasatch Advisors
Utah
$450M
2
FAM
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
226
Appleton Group
Wisconsin
$308K +$308K +4,878 New
CC
227
Centiva Capital
New York
$305K +$305K +4,823 New
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$300K -$5.21M -82,602 -95%
RCM
229
Radnor Capital Management
Pennsylvania
$297K +$6.94K +110 +2%
MLICM
230
Metropolitan Life Insurance Company (MetLife)
New York
$287K +$4.1K +65 +1%
NFP
231
Narus Financial Partners
Utah
$281K -$126 -2 -0%
PA
232
Profund Advisors
Maryland
$275K -$10.2K -161 -4%
MYIA
233
Mount Yale Investment Advisors
Colorado
$269K -$54.5K -863 -17%
SWP
234
Stratos Wealth Partners
Ohio
$266K +$17.4K +275 +7%
SI
235
Stephens Inc
Arkansas
$266K -$2.53K -40 -0.9%
SCM
236
Shelton Capital Management
Colorado
$263K -$12.1K -191 -4%
BCM
237
BTC Capital Management
Iowa
$263K +$263K +4,256 New
CCIA
238
Campbell & Co Investment Adviser
Maryland
$255K +$255K +4,033 New
BFM
239
Boothbay Fund Management
New York
$241K +$241K +3,810 New
Nisa Investment Advisors
240
Nisa Investment Advisors
Missouri
$237K -$5.05K -80 -2%
DU
241
Delphia (USA)
Ontario, Canada
$226K -$45.7K -723 -17%
PRC
242
Pearl River Capital
Michigan
$222K +$6.95K +110 +3%
FA
243
FDx Advisors
Illinois
$218K -$15.9K -252 -7%
SOW
244
State of Wyoming
Wyoming
$213K +$75.1K +1,190 +55%
BCI
245
Brinker Capital Investments
Pennsylvania
$209K +$209K +3,306 New
OPS
246
Orion Portfolio Solutions
Nebraska
$209K +$209K +3,306 New
STA
247
Summit Trail Advisors
New York
$205K -$11.8K -187 -5%
Twin Tree Management
248
Twin Tree Management
Texas
$191K -$540K -8,552 -74%
Bessemer Group
249
Bessemer Group
New Jersey
$187K +$21K +332 +13%
Citadel Advisors
250
Citadel Advisors
Florida
$177K -$22.8M -361,881 -99%
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