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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 %
PI
251
PEAK6 Investments
Illinois
$208K 3,378 +3,378 New
CAM
252
Cresset Asset Management
Illinois
$206K 3,350 +3,350 New
CC
253
Corton Capital
Ontario, Canada
$203K 3,299 +3,299 New
NIMI
254
Natixis Investment Managers International
France
$176K 2,850 -731 -20%
BBHC
255
Brown Brothers Harriman & Co
New York
$145K 2,345 -874 -27%
NA
256
NewEdge Advisors
Louisiana
$132K 14,509 +1,985 +16%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$102K 1,687 -360 -18%
ASN
258
Advisory Services Network
Georgia
$101K 1,632 +1,632 New
SPIA
259
Steward Partners Investment Advisory
New York
$95.2K 1,545 -60 -4%
EBA
260
Eagle Bay Advisors
New York
$76.6K 1,243 +107 +9%
HIA
261
Harbor Investment Advisory
Maryland
$71.9K 1,167 -196 -14%
S
262
SignatureFD
Georgia
$68.3K 1,108 -126 -10%
AIM
263
Arcadia Investment Management
Michigan
$64.7K 1,050 +1,050 New
CMBA
264
C.M. Bidwell & Associates
Hawaii
$62.1K 1,007 +1,007 New
Dimensional Fund Advisors
265
Dimensional Fund Advisors
Texas
$59.4K 963,521 +28,224 +3%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$59K 955 -94 -9%
CA
267
Clearstead Advisors
Ohio
$55.5K 900 – –
FHA
268
First Horizon Advisors
Tennessee
$51.7K 838 -216 -20%
Canada Pension Plan Investment Board
269
Canada Pension Plan Investment Board
Ontario, Canada
$49.3K 800 +800 New
AssetMark Inc
270
AssetMark Inc
California
$46.5K 755 – –
QCG
271
Quadrant Capital Group
Ohio
$33.3K 540 +208 +63%
LC
272
Lindbrook Capital
California
$31.4K 509 +5 +1%
QL
273
Quarry LP
New York
$30.3K 492 +492 New
PTC
274
Private Trust Company
Ohio
$30K 494 +7 +1%
HNB
275
Huntington National Bank
Ohio
$25.2K 409 -26 -6%
9 10
11
12 13