HQY icon

HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
310
Holders Change
-13
Holders Change %
-4.02%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$453M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$93.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$36.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$145M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$18.5M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$35.7M
2
Invesco
2
Invesco
Georgia
$11M
3
GIP
3
Granite Investment Partners
California
$0
4
TCM
4
TimesSquare Capital Management
New York
$35.8M
5
UBS AM
5
UBS AM
Illinois
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$47M – – –
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$46.6M +$18.1M +308,770 +64%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$45M -$133K -2,259 -0.3%
American Century Companies
29
American Century Companies
Missouri
$44.3M +$17.7M +303,073 +67%
Goldman Sachs
30
Goldman Sachs
New York
$40.3M -$340K -5,796 -0.8%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$40.1M +$2.93M +49,842 +8%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$39.1M +$2.05M +34,972 +6%
SEI Investments
33
SEI Investments
Pennsylvania
$36.3M +$19.6M +333,303 +117%
TCM
34
TimesSquare Capital Management
New York
$35.8M -$16.6M -282,125 -32%
FAM
35
Fred Alger Management
New York
$35.7M -$57.2M -974,178 -62%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$35.6M +$1.41M +23,974 +4%
Norges Bank
37
Norges Bank
Norway
$35.1M +$2.67M +45,395 +8%
ACB
38
Aristotle Capital Boston
Massachusetts
$34.5M +$1.31M +22,257 +4%
Morgan Stanley
39
Morgan Stanley
New York
$33.3M +$3.66M +62,374 +12%
GIM
40
Granahan Investment Management
Massachusetts
$30.1M -$6.03M -102,737 -17%
AAM
41
Aureus Asset Management
Massachusetts
$26.5M +$3.04M +51,756 +13%
Marshall Wace
42
Marshall Wace
United Kingdom
$25.1M -$6.76M -115,111 -21%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$24.6M +$13.2M +225,138 +117%
KCM
44
Kornitzer Capital Management
Kansas
$24.5M – – –
ACM
45
Ashford Capital Management
Delaware
$23.4M +$4.09M +69,702 +21%
Ensign Peak Advisors
46
Ensign Peak Advisors
Utah
$21.9M +$1.02M +17,352 +5%
OAM
47
Ophir Asset Management
Australia
$21.6M +$939 +16 +0%
Victory Capital Management
48
Victory Capital Management
Texas
$21.5M -$15M -255,969 -41%
Citadel Advisors
49
Citadel Advisors
Florida
$21.4M +$1.12M +19,128 +6%
Principal Financial Group
50
Principal Financial Group
Iowa
$20.5M -$1.88M -32,096 -8%
1
2
3 4 5