HealthEquity
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.
54% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 37
4% more funds holding
Funds holding: 310 → 323 (+13)
5% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 120
4.49% less ownership
Funds ownership: 103% → 98.51% (-4.5%)
13% less capital invested
Capital invested by funds: $5.85B → $5.08B (-$768M)
21% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $23.3M
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$55.1M |
| 2 |
BlackRock
New York
|
+$49.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$30.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$102M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$50.2M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$47.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$41.5M |
| 5 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$32.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NICM
351
Neo Ivy Capital Management
New York
| – | -$117K | -1,741 | Closed |
|
352
Group One Trading
Chicago,
Illinois
| – | -$78.6K | -1,169 | Closed |
|
|
MA
353
MCF Advisors
Covington,
Kentucky
| – | -$13K | -188 | Closed |
|
|
SPWG
354
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| – | -$12K | -175 | Closed |
|
|
MAM
355
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -61 | Closed |
|
|
EWA
356
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$1K | -12 | Closed |
|
|
ACM
357
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$414 | -6 | Closed |
|
|
BTI
358
Blue Trust Inc
Alpharetta,
Georgia
| – | -$67 | -1 | -14% |
|
359
CI Investments Inc
Toronto,
Ontario, Canada
| – | +$336 | +5 | New |
|
HQY Hedge Fund Activity: Q4 2022 in Review
323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2022, worth a combined $5.08B — down 13% from $5.85B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HQY positions and 37 closed out — a net gain of 20 holders — while 114 added to existing stakes and 120 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $55.1M. The largest seller was Janus Henderson Group, cutting an estimated $102M.
- 323 institutional investors held HealthEquity (HQY) as of Q4 2022, up from 310 in Q3 2022.
- Funds reported $5.08B of HealthEquity stock for Q4 2022, down 13% quarter-over-quarter.
- 57 funds opened new HealthEquity positions in Q4 2022 and 37 closed out, a net change of +20 holders.
- The largest HealthEquity buyer in Q4 2022 was ClearBridge Investments, an estimated $55.1M added.
- The largest HealthEquity seller in Q4 2022 was Janus Henderson Group, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2022.