HQY icon

HealthEquity
HQY

Overview Fund Activity

317 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
5%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
104
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$124M
2
DC
Davenport & Co
Virginia
$24M
3
Franklin Resources
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
Wasatch Advisors
Utah
$450M
2
FAM
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Allworth Financial
California
$1.33K -$1.07K -17 -45%
AWM
302
Avior Wealth Management
Nebraska
$1.26K – – –
ADL
303
Asset Dedication LLC
California
$1K +$1K +9 New
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$1K +$1K +12 New
IFAM
305
Institutional & Family Asset Management
Colorado
$947 – – –
AF
306
Advisornet Financial
Minnesota
$947 +$442 +7 +88%
SS
307
Sunbelt Securities
Texas
$821 – – –
DI
308
Disciplined Investments
Oklahoma
$695 -$63 -1 -8%
AWM
309
Abound Wealth Management
Tennessee
$632 – – –
EWA
310
EverSource Wealth Advisors
Alabama
$631 -$6.5K -103 -91%
FFA
311
Farther Finance Advisors
California
$631 +$631 +10 New
SIC
312
SJS Investment Consulting
Ohio
$506 – – –
TAM
313
Tucker Asset Management
Colorado
$505 – – –
QC
314
Quent Capital
New York
$253 – – –
SSB
315
Sandy Spring Bank
Maryland
$127 – – –
TWP
316
TFO Wealth Partners
Ohio
$63 – – –
Comerica Bank
317
Comerica Bank
Texas
$1 +$1 +71 New
Assenagon Asset Management
318
Assenagon Asset Management
Luxembourg
– -$18.5M -314,427 Closed
PCM
319
Portolan Capital Management
Massachusetts
– -$7.28M -124,051 Closed
CCM
320
Cinctive Capital Management
New York
– -$4.94M -84,144 Closed
WMSA
321
Weiss Multi-Strategy Advisers
New York
– -$3.06M -52,102 Closed
ECM
322
ExodusPoint Capital Management
New York
– -$1.63M -27,729 Closed
PP
323
PDT Partners
New York
– -$1.1M -18,683 Closed
PAM
324
Panagora Asset Management
Massachusetts
– -$697K -11,872 Closed
DTL
325
Dynamic Technology Lab
Singapore
– -$687K -11,705 Closed
10 11 12
13
14