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HealthEquity
HQY

Overview Fund Activity

311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$453M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$93.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$36.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$145M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$18.5M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$35.7M
2
Invesco
2
Invesco
Georgia
$11M
3
GIP
3
Granite Investment Partners
California
$0
4
TCM
4
TimesSquare Capital Management
New York
$35.8M
5
UBS AM
5
UBS AM
Illinois
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
326
Virginia Retirement Systems
Virginia
– -$505K -8,200 Closed
I
327
InceptionR
California
– -$487K -7,898 Closed
WG
328
Winton Group
United Kingdom
– -$365K -5,922 Closed
BFM
329
Boothbay Fund Management
New York
– -$346K -5,612 Closed
TCM
330
Teza Capital Management
Illinois
– -$327K -5,305 Closed
CF
331
CNA Financial
Illinois
– -$317K -5,148 Closed
XT
332
XTX Topco
Cayman Islands
– -$303K -4,914 Closed
VI
333
Versor Investments
New York
– -$302K -4,900 Closed
QC
334
Quadrature Capital
United Kingdom
– -$301K -4,890 Closed
BCI
335
Brinker Capital Investments
Pennsylvania
– -$272K -4,415 Closed
CC
336
Centiva Capital
New York
– -$259K -4,196 Closed
PMEF
337
Point72 Middle East FZE
United Arab Emirates
– -$210K -3,403 Closed
PI
338
PEAK6 Investments
Illinois
– -$208K -3,378 Closed
CAM
339
Cresset Asset Management
Illinois
– -$206K -3,350 Closed
Canada Pension Plan Investment Board
340
Canada Pension Plan Investment Board
Ontario, Canada
– -$49.3K -800 Closed
QL
341
Quarry LP
New York
– -$30.3K -492 Closed
OWA
342
One Wealth Advisors
California
– -$15.2K -247 Closed
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
– -$10.5K -171 Closed
GA
344
GoalVest Advisory
New York
– -$8.69K -141 Closed
SWA
345
Sutton Wealth Advisors
Florida
– -$986 -16 Closed
HS
346
Horan Securities
United States
– -$801 -13 Closed
CAL
347
Capital Advisors Ltd
Ohio
– -$1K -11 Closed
GWS
348
Glassman Wealth Services
Virginia
– -$185 -3 Closed
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