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HealthEquity
HQY

Overview Fund Activity

351 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+9
Holders Change %
+2.63%
% of All Funds
5.15%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
133
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$120M
3
BlackRock
BlackRock
New York
$702M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$58.4M
5
Man Group
Man Group
United Kingdom
$27.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$59.4M
2
William Blair Investment Management
William Blair Investment Management
Illinois
$118M
3
GIM
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$346M
5
WA
Wasatch Advisors
Utah
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
351
Granahan Investment Management
Massachusetts
– -$35.7M -489,387 Closed
LCG
352
Lisanti Capital Growth
New York
– -$13.2M -180,980 Closed
SPPAM
353
Summit Partners Public Asset Management
Massachusetts
– -$13.2M -180,637 Closed
SAM
354
Sectoral Asset Management
Quebec, Canada
– -$10.5M -143,875 Closed
MAP
355
Moody Aldrich Partners
Massachusetts
– -$6.56M -89,816 Closed
OCM
356
Osterweis Capital Management
California
– -$5.87M -80,340 Closed
PCM
357
Portolan Capital Management
Massachusetts
– -$4.77M -65,363 Closed
AIMCA
358
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$4.16M -56,880 Closed
PC
359
Pier Capital
Connecticut
– -$3.93M -53,832 Closed
ECM
360
Element Capital Management
New York
– -$2.64M -36,129 Closed
EI
361
EAM Investors
California
– -$2.05M -27,998 Closed
MNBTD
362
Moody National Bank Trust Division
Texas
– -$1.46M -19,940 Closed
CIP
363
Chartwell Investment Partners
Pennsylvania
– -$1.2M -16,478 Closed
CIA
364
Choate Investment Advisors
Massachusetts
– -$859K -11,763 Closed
XT
365
XTX Topco
Cayman Islands
– -$770K -10,535 Closed
LCM
366
Legato Capital Management
California
– -$765K -10,475 Closed
Calamos Advisors
367
Calamos Advisors
Illinois
– -$712K -9,742 Closed
LFAS
368
Level Four Advisory Services
Texas
– -$583K -7,985 Closed
WP
369
Woodline Partners
California
– -$533K -7,300 Closed
AG
370
Algert Global
California
– -$506K -6,933 Closed
PCM
371
Penserra Capital Management
California
– -$485K -6,640 Closed
Truist Financial
372
Truist Financial
North Carolina
– -$408K -5,588 Closed
EFS
373
Econ Financial Services
Pennsylvania
– -$356K -4,867 Closed
OPS
374
Orion Portfolio Solutions
Nebraska
– -$335K -4,590 Closed
BCI
375
Brinker Capital Investments
Pennsylvania
– -$335K -4,590 Closed
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