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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 %
PC
326
Pier Capital
Connecticut
– – -75,353 Closed
PCM
327
Portolan Capital Management
Massachusetts
– – -58,206 Closed
Jane Street
328
Jane Street
New York
– – -39,378 Closed
Man Group
329
Man Group
United Kingdom
– – -36,960 Closed
EI
330
EAM Investors
California
– – -28,103 Closed
TI
331
Tidal Investments
Wisconsin
– – -18,086 Closed
CCIA
332
Campbell & Co Investment Adviser
Maryland
– – -17,096 Closed
Calamos Advisors
333
Calamos Advisors
Illinois
– – -17,057 Closed
Tudor Investment Corp
334
Tudor Investment Corp
Connecticut
– – -14,882 Closed
PCM
335
Penserra Capital Management
California
– – -12,258 Closed
CCM
336
Crestwood Capital Management
New York
– – -12,090 Closed
CC
337
Cipher Capital
New York
– – -11,249 Closed
Holocene Advisors
338
Holocene Advisors
New York
– – -10,435 Closed
JAM
339
Jupiter Asset Management
United Kingdom
– – -9,396 Closed
FC
340
FORA Capital
Florida
– – -8,998 Closed
PFO
341
Pathstone Family Office
New Jersey
– – -6,781 Closed
MLL
342
Moody Lynn & Lieberson
Massachusetts
– – -6,047 Closed
Verition Fund Management
343
Verition Fund Management
Connecticut
– – -5,696 Closed
Walleye Capital
344
Walleye Capital
New York
– – -5,467 Closed
MF
345
Magnetar Financial
Illinois
– – -4,238 Closed
AG
346
Appleton Group
Wisconsin
– – -4,187 Closed
VF
347
Virtu Financial
New York
– – -3,761 Closed
CIBC Asset Management
348
CIBC Asset Management
Ontario, Canada
– – -3,336 Closed
JDR
349
Jay D. Rosenbaum
– – -2,980 Closed
HFM
350
Harvest Fund Management
China
– – -2,820 Closed
11 12 13
14
15