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HealthEquity
HQY

Overview Fund Activity

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.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
114
Reduced
120
Closed
37
Calls
$18.3M
Puts
$23.3M
Net Calls
-$4.96M
Net Calls Change
-$16.8M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$70.2M
2
BlackRock
2
BlackRock
New York
$642M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.2M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$47.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$78.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$49.3M 800,000 – –
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$47.4M 768,258 -702,914 -48%
VBA
28
Van Berkom & Associates
Quebec, Canada
$46.7M 757,916 +38,001 +5%
Bank of America
29
Bank of America
North Carolina
$43.5M 705,653 +316,345 +81%
Goldman Sachs
30
Goldman Sachs
New York
$42.7M 692,411 +108,782 +19%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$39M 632,425 -46,152 -7%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$38.9M 630,762 +450,001 +249%
Victory Capital Management
33
Victory Capital Management
Texas
$38.3M 621,494 -250,191 -29%
GIM
34
Granahan Investment Management
Massachusetts
$37.9M 615,238 -76,928 -11%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$35.9M 582,479 +76,340 +15%
ACB
36
Aristotle Capital Boston
Massachusetts
$34.9M 565,661 +25,951 +5%
Norges Bank
37
Norges Bank
Norway
$34.1M 552,740 +122,068 +28%
Marshall Wace
38
Marshall Wace
United Kingdom
$33.5M 542,897 +156,495 +41%
Morgan Stanley
39
Morgan Stanley
New York
$31.1M 504,835 -53,483 -10%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$29.9M 485,360 -153,107 -24%
CS
41
Credit Suisse
Switzerland
$29.7M 481,365 -394,929 -45%
American Century Companies
42
American Century Companies
Missouri
$28M 454,898 +38,270 +9%
GIP
43
Granite Investment Partners
California
$27.7M 449,871 -18,943 -4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$26.6M 431,411 -63,544 -13%
KCM
45
Kornitzer Capital Management
Kansas
$25.7M 417,196 -144,456 -26%
UBS AM
46
UBS AM
Illinois
$24.9M 403,649 +285,624 +242%
AAM
47
Aureus Asset Management
Massachusetts
$24.6M 399,693 -8,733 -2%
Principal Financial Group
48
Principal Financial Group
Iowa
$23.5M 380,608 +39,179 +11%
OAM
49
Ophir Asset Management
Australia
$22.7M 368,269 -160,131 -30%
Ensign Peak Advisors
50
Ensign Peak Advisors
Utah
$22M 356,455 -3,829 -1%
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