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HealthEquity
HQY

Overview Fund Activity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$120M
3
BlackRock
BlackRock
New York
$702M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$58.4M
5
Man Group
Man Group
United Kingdom
$27.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$59.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$118M
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$346M
5
WA
Wasatch Advisors
Utah
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
251
Aquatic Capital Management
Illinois
$252K +$252K +3,800 New
SCM
252
Shelton Capital Management
Colorado
$248K -$28.5K -430 -10%
Capstone Investment Advisors
253
Capstone Investment Advisors
New York
$246K +$16.1K +243 +7%
Acadian Asset Management
254
Acadian Asset Management
Massachusetts
$238K +$238K +3,601 New
Parallax Volatility Advisers
255
Parallax Volatility Advisers
California
$234K +$234K +3,523 New
HI
256
Handelsinvest Investeringsforvaltning
Denmark
$233K +$233K +3,507 New
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$232K -$12.3K -186 -5%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$229K -$64K -967 -22%
STA
259
Summit Trail Advisors
New York
$223K +$7.63K +115 +4%
DWM
260
Dakota Wealth Management
Florida
$217K +$217K +3,267 New
TSS
261
Two Sigma Securities
New York
$216K +$216K +3,259 New
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$207K +$9.3K +140 +5%
Daiwa Securities Group
263
Daiwa Securities Group
Japan
$203K -$49.8K -750 -20%
BCM
264
Bayesian Capital Management
New York
$201K +$201K +3,030 New
Nisa Investment Advisors
265
Nisa Investment Advisors
Missouri
$172K -$77.8K -1,174 -31%
Bessemer Group
266
Bessemer Group
New Jersey
$158K -$20.2K -304 -11%
GPGA
267
Grandeur Peak Global Advisors
Utah
$158K -$3.78M -56,978 -96%
KI
268
Kapitalo Investimentos
Brazil
$147K +$147K +2,214 New
Mitsubishi UFJ Asset Management
269
Mitsubishi UFJ Asset Management
Japan
$125K +$3.86K +57 +3%
EC
270
EntryPoint Capital
New York
$118K +$118K +1,786 New
BBHC
271
Brown Brothers Harriman & Co
New York
$108K – – –
QCG
272
Quadrant Capital Group
Ohio
$107K +$3.71K +56 +4%
NIMI
273
Natixis Investment Managers International
France
$106K – – –
KBC Group
274
KBC Group
Belgium
$105K – – –
HIA
275
Harbor Investment Advisory
Maryland
$77.4K – – –
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