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HealthEquity
HQY

Overview Fund Activity

341 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, 121 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
5.44%
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
121
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 %
BCM
351
Bayesian Capital Management
New York
– -$682K -10,801 Closed
WHG
352
Westwood Holdings Group
Texas
– -$593K -9,387 Closed
AWM
353
AE Wealth Management
Kansas
– -$565K -8,941 Closed
LCM
354
Landscape Capital Management
New Jersey
– -$554K -8,769 Closed
M1FG
355
Mach-1 Financial Group
Arkansas
– -$551K -8,734 Closed
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
– -$478K -7,564 Closed
HSBC Holdings
357
HSBC Holdings
United Kingdom
– -$448K -7,098 Closed
QT
358
Quantbot Technologies
New York
– -$434K -6,871 Closed
YIH
359
Y-Intercept (HK)
Hong Kong
– -$334K -5,286 Closed
SWP
360
Stratos Wealth Partners
Ohio
– -$266K -4,215 Closed
BFM
361
Boothbay Fund Management
New York
– -$241K -3,810 Closed
DU
362
Delphia (USA)
Ontario, Canada
– -$226K -3,575 Closed
FA
363
FDx Advisors
Illinois
– -$218K -3,457 Closed
Twin Tree Management
364
Twin Tree Management
Texas
– -$191K -3,019 Closed
ACM
365
Aquatic Capital Management
Illinois
– -$107K -1,700 Closed
PI
366
PEAK6 Investments
Illinois
– -$96K -1,521 Closed
QL
367
Quarry LP
New York
– -$74.3K -1,177 Closed
CAS
368
Coppell Advisory Solutions
Texas
– -$47.7K -765 Closed
CP
369
Castleview Partners
Texas
– -$38.7K -613 Closed
MIM
370
Macroview Investment Management
Maryland
– -$23.2K -368 Closed
PI
371
PineBridge Investments
New York
– -$23K -365 Closed
FCA
372
FinTrust Capital Advisors
South Carolina
– -$3.76K -61 Closed
IA
373
IFP Advisors
Florida
– -$1.89K -30 Closed
DI
374
Disciplined Investments
Oklahoma
– -$695 -11 Closed
QC
375
Quent Capital
New York
– -$253 -4 Closed
11 12 13 14
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