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HealthEquity
HQY

Overview Fund Activity

316 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, 103 increasing their positions, 132 reducing their positions, and 33 closing their positions.

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
4.98%
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
103
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

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

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$450M
2
FAM
2
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
326
Qube Research & Technologies (QRT)
United Kingdom
– -$600K -10,215 Closed
LOAME
327
Lombard Odier Asset Management (Europe)
United Kingdom
– -$587K -10,000 Closed
Two Sigma Advisers
328
Two Sigma Advisers
New York
– -$493K -8,400 Closed
CP
329
CenterBook Partners
Connecticut
– -$492K -8,384 Closed
DA
330
Duality Advisers
Florida
– -$474K -8,067 Closed
GCP
331
GSA Capital Partners
United Kingdom
– -$342K -5,818 Closed
BPA
332
Beacon Pointe Advisors
California
– -$277K -4,724 Closed
Janney Montgomery Scott
333
Janney Montgomery Scott
Pennsylvania
– -$257K -4,370 Closed
MAM
334
Morse Asset Management
Connecticut
– -$241K -4,100 Closed
ASN
335
Advisory Services Network
Georgia
– -$95.8K -1,632 Closed
BAM
336
Belpointe Asset Management
Nevada
– -$62.6K -1,066 Closed
AIM
337
Arcadia Investment Management
Michigan
– -$61.6K -1,050 Closed
CMBA
338
C.M. Bidwell & Associates
Hawaii
– -$59.1K -1,007 Closed
CA
339
Clearstead Advisors
Ohio
– -$52.8K -900 Closed
DFCM
340
Dark Forest Capital Management
Puerto Rico
– -$20.3K -345 Closed
FCA
341
Fortis Capital Advisors
Kansas
– -$18.1K -309 Closed
PB
342
Pinnacle Bancorp
Nebraska
– -$16.6K -282 Closed
TWA
343
TCI Wealth Advisors
Arizona
– -$14.7K -251 Closed
CG
344
Cutler Group
California
– -$4K -77 Closed
BTI
345
Blue Trust Inc
Georgia
– -$3K -52 Closed
HI
346
Harbour Investments
Wisconsin
– -$2.94K -50 Closed
SC
347
Schubert & Co
Texas
– -$1.64K -28 Closed
EI
348
Ellevest Inc
New York
– -$1.41K -24 Closed
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