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HealthEquity
HQY

Overview Fund Activity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$413M
2
Millennium Management
2
Millennium Management
New York
$136M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.5M
5
EP
5
Eversept Partners
New York
$24.7M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
251
Inspire Investing
Idaho
$307K -$753K -10,308 -71%
SCM
252
Shelton Capital Management
Colorado
$305K – – –
MYIA
253
Mount Yale Investment Advisors
Colorado
$303K -$8.4K -115 -3%
PRC
254
Pearl River Capital
Michigan
$298K +$40.7K +557 +16%
PA
255
Profund Advisors
Maryland
$298K -$20.4K -279 -6%
SI
256
Stephens Inc
Arkansas
$298K -$9.72K -133 -3%
Daiwa Securities Group
257
Daiwa Securities Group
Japan
$278K -$109K -1,490 -28%
Nisa Investment Advisors
258
Nisa Investment Advisors
Missouri
$275K +$877 +12 +0.3%
Envestnet Portfolio Solutions
259
Envestnet Portfolio Solutions
Illinois
$269K +$269K +3,684 New
NICM
260
Neo Ivy Capital Management
New York
$263K +$263K +3,600 New
OR
261
Olympiad Research
Connecticut
$263K -$116K -1,593 -31%
PCM
262
Prelude Capital Management
New York
$263K -$100K -1,369 -28%
ARMT
263
Amica Retiree Medical Trust
Rhode Island
$261K +$261K +3,578 New
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$253K +$253K +3,467 New
BC
265
Bridgefront Capital
Texas
$252K +$252K +3,443 New
CC
266
Centiva Capital
New York
$251K -$101K -1,384 -29%
PWG
267
Portside Wealth Group
Utah
$241K +$241K +3,340 New
STA
268
Summit Trail Advisors
New York
$237K +$584 +8 +0.2%
RJT
269
Raymond James Trust
Florida
$232K +$232K +3,177 New
PFO
270
Pathstone Family Office
New Jersey
$230K +$230K +3,152 New
JDR
271
Jay D. Rosenbaum
$219K +$219K +3,000 New
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$217K +$217K +2,975 New
Walleye Trading
273
Walleye Trading
New York
$215K +$215K +2,939 New
API
274
Advisor Partners II
California
$206K +$206K +2,818 New
FCM
275
Farallon Capital Management
California
$205K +$205K +2,800 New
9 10
11
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