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HealthEquity
HQY

Overview Fund Activity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$413M
2
Millennium Management
2
Millennium Management
New York
$136M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.5M
5
EP
5
Eversept Partners
New York
$24.7M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
326
Arax Advisory Partners
Colorado
$2.56K +$877 +12 +52%
AF
327
Allworth Financial
California
$2.48K +$950 +13 +62%
SFG
328
Steward Financial Group
Texas
$2K +$2K +41 New
IFAM
329
Institutional & Family Asset Management
Colorado
$1.53K +$438 +6 +40%
FFA
330
Farther Finance Advisors
California
$1.53K +$804 +11 +110%
AF
331
Advisornet Financial
Minnesota
$1.1K – – –
CWC
332
Carolinas Wealth Consulting
North Carolina
$1.03K +$1.03K +14 New
ADL
333
Asset Dedication LLC
California
$1K – – –
SS
334
Sunbelt Securities
Texas
$950 – – –
SIC
335
SJS Investment Consulting
Ohio
$950 +$365 +5 +63%
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
$877 – – –
EWA
337
EverSource Wealth Advisors
Alabama
$731 – – –
AWM
338
Abound Wealth Management
Tennessee
$731 – – –
TAM
339
Tucker Asset Management
Colorado
$584 – – –
CFGS
340
Concourse Financial Group Securities
Alabama
$511 +$511 +7 New
GWS
341
Glassman Wealth Services
Virginia
$365 +$365 +5 New
TWP
342
TFO Wealth Partners
Ohio
$253 +$190 +3 +300%
SSB
343
Sandy Spring Bank
Maryland
$147 – – –
Marshall Wace
344
Marshall Wace
United Kingdom
– -$30.8M -487,575 Closed
Arrowstreet Capital
345
Arrowstreet Capital
Massachusetts
– -$3.05M -48,234 Closed
Renaissance Technologies
346
Renaissance Technologies
New York
– -$2.36M -37,300 Closed
EGM
347
Engineers Gate Manager
New York
– -$1.99M -31,583 Closed
Connor, Clark & Lunn Investment Management (CC&L)
348
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.68M -26,589 Closed
D.E. Shaw & Co
349
D.E. Shaw & Co
New York
– -$1.64M -25,937 Closed
CSS
350
Cubist Systematic Strategies
Connecticut
– -$990K -15,686 Closed
12 13
14
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