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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 %
BAM
276
Belpointe Asset Management
Nevada
$20K 324 +324 New
TWA
277
TCI Wealth Advisors
Arizona
$18K 292 -1 -0.3%
OWA
278
One Wealth Advisors
California
$15.2K 247 +247 New
MIM
279
Macroview Investment Management
Maryland
$15.1K 245 – –
TFS
280
TrustCore Financial Services
Tennessee
$12.3K 200 – –
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$12K 195 +35 +22%
PWMG
282
Prestige Wealth Management Group
New Jersey
$11.1K 180 – –
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$10.5K 171 +171 New
PA
284
Parallel Advisors
California
$10.1K 164 +8 +5%
C
285
Covestor
United Kingdom
$10K 166 -9 -5%
IA
286
IFP Advisors
Florida
$9K 109 +62 +132%
WTA
287
Washington Trust Advisors
Massachusetts
$8.82K 143 +17 +13%
GA
288
GoalVest Advisory
New York
$8.69K 141 – –
BAAM
289
Baker Avenue Asset Management
California
$8.14K 132 +132 New
DFCM
290
Dark Forest Capital Management
Puerto Rico
$5.67K 92 +92 New
PPC
291
Park Place Capital
Alabama
$5K 75 +75 New
GWM
292
Geneos Wealth Management
Colorado
$4.93K 80 – –
GRP
293
Global Retirement Partners
California
$4.93K 80 +21 +36%
FCA
294
FinTrust Capital Advisors
South Carolina
$3.76K 61 -185 -75%
BAM
295
Bellevue Asset Management
Washington
$3.3K 54 +7 +15%
EI
296
Ellevest Inc
New York
$3.27K 53 +52 +5,200%
HI
297
Harbour Investments
Wisconsin
$3.08K 50 – –
Bessemer Group
298
Bessemer Group
New Jersey
$3K 54 -53 -50%
BIA
299
Bell Investment Advisors
California
$2.84K 46 -8 -15%
JWA
300
JFS Wealth Advisors
Pennsylvania
$2.84K 46 -6 -12%
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12
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