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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 %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$2.34K 38 – –
SC
302
Schubert & Co
Texas
$2.16K 35 -18 -34%
AF
303
Allworth Financial
California
$2.16K 35 +3 +9%
FCA
304
Fortis Capital Advisors
Kansas
$2.16K 35 +35 New
MCM
305
Manchester Capital Management
Vermont
$2.1K 34 -7 -17%
TWP
306
TFO Wealth Partners
Ohio
$1.31K 23 +23 New
IFAM
307
Institutional & Family Asset Management
Colorado
$1.29K 21 – –
AAP
308
Arax Advisory Partners
Colorado
$1.23K 20 – –
AWM
309
Avior Wealth Management
Nebraska
$1.23K 20 – –
CAL
310
Capital Advisors Ltd
Ohio
$1K 11 -3 -21%
SFG
311
Steward Financial Group
Texas
$1K 19 +19 New
SWA
312
Sutton Wealth Advisors
Florida
$986 16 – –
SIC
313
SJS Investment Consulting
Ohio
$863 14 +1 +8%
AF
314
Advisornet Financial
Minnesota
$863 14 +14 New
HS
315
Horan Securities
United States
$801 13 +13 New
DI
316
Disciplined Investments
Oklahoma
$678 11 -3 -21%
AWM
317
Abound Wealth Management
Tennessee
$617 10 – –
TAM
318
Tucker Asset Management
Colorado
$610 10 – –
QC
319
Quent Capital
New York
$247 4 – –
GWS
320
Glassman Wealth Services
Virginia
$185 3 +3 New
SSB
321
Sandy Spring Bank
Maryland
$123 2 +2 New
Lord, Abbett & Co
322
Lord, Abbett & Co
New Jersey
– – -747,104 Closed
ITP
323
Iron Triangle Partners
Connecticut
– – -440,000 Closed
RCW
324
Rheos Capital Works
Japan
– – -215,200 Closed
NCGI
325
Next Century Growth Investors
Minnesota
– – -140,809 Closed
11 12
13
14 15