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HealthEquity
HQY

Overview Fund Activity

316 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
103
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$124M
2
DC
2
Davenport & Co
Virginia
$24M
3
Franklin Resources
3
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$450M
2
FAM
2
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$53.7M -$186K -2,953 -0.3%
BAMCO Inc
27
BAMCO Inc
New York
$50.5M – – –
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$47.4M -$935K -14,810 -2%
American Century Companies
29
American Century Companies
Missouri
$46.2M -$1.68M -26,542 -4%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$43.6M +$1.52M +24,117 +4%
Norges Bank
31
Norges Bank
Norway
$41.2M +$3.48M +55,038 +9%
Morgan Stanley
32
Morgan Stanley
New York
$40.8M +$4.96M +78,511 +14%
Point72 Asset Management
33
Point72 Asset Management
Connecticut
$38.2M -$4.89M -77,370 -11%
SEI Investments
34
SEI Investments
Pennsylvania
$37.8M -$1.23M -19,507 -3%
ACB
35
Aristotle Capital Boston
Massachusetts
$37.5M +$334K +5,292 +0.9%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$36.7M -$1.56M -24,770 -4%
Goldman Sachs
37
Goldman Sachs
New York
$33.8M -$9.56M -151,452 -22%
TCM
38
TimesSquare Capital Management
New York
$33.1M -$5.38M -85,265 -14%
GIM
39
Granahan Investment Management
Massachusetts
$31M -$1.37M -21,697 -4%
Marshall Wace
40
Marshall Wace
United Kingdom
$30.8M +$3.78M +59,789 +14%
AAM
41
Aureus Asset Management
Massachusetts
$27.3M -$1.16M -18,386 -4%
ACM
42
Ashford Capital Management
Delaware
$26.5M +$1.32M +20,983 +5%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$24.6M +$953K +15,097 +4%
DC
44
Davenport & Co
Virginia
$24M +$18.7M +298,526 +350%
CS
45
Credit Suisse
Switzerland
$22.2M +$913K +14,466 +4%
OAM
46
Ophir Asset Management
Australia
$22M -$1.22M -19,331 -5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$21.7M -$325K -5,149 -1%
Principal Financial Group
48
Principal Financial Group
Iowa
$21.4M -$581K -9,206 -3%
Victory Capital Management
49
Victory Capital Management
Texas
$21.2M -$1.91M -30,268 -8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$17.2M +$9.79K +155 +0.1%
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