HQY icon

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.

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 %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$62.3M +$152K +2,077 +0.2%
BAMCO Inc
27
BAMCO Inc
New York
$58.4M – – –
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$54.1M -$9.71M -132,860 -15%
Morgan Stanley
29
Morgan Stanley
New York
$51.2M +$4.04M +55,296 +9%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$50.1M -$282K -3,860 -0.6%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$47.7M +$3.52M +48,121 +8%
SEI Investments
32
SEI Investments
Pennsylvania
$47.6M +$3.88M +53,138 +9%
Bank of America
33
Bank of America
North Carolina
$46M -$16.8M -229,673 -27%
ACB
34
Aristotle Capital Boston
Massachusetts
$45.4M +$2.03M +27,824 +5%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$41.6M -$886K -12,126 -2%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$41M -$13.8M -189,527 -25%
TCM
37
TimesSquare Capital Management
New York
$39.2M +$841K +11,513 +2%
GIM
38
Granahan Investment Management
Massachusetts
$35.7M -$104K -1,417 -0.3%
Invesco
39
Invesco
Georgia
$35.4M +$22M +301,078 +165%
Norges Bank
40
Norges Bank
Norway
$32.3M -$15.4M -211,286 -32%
Prudential Financial
41
Prudential Financial
New Jersey
$31.5M +$25.2M +344,599 +399%
AAM
42
Aureus Asset Management
Massachusetts
$30.5M -$1.11M -15,140 -3%
ACM
43
Ashford Capital Management
Delaware
$29.5M -$1.13M -15,510 -4%
Loomis, Sayles & Company
44
Loomis, Sayles & Company
Massachusetts
$29.2M +$10.7M +146,372 +58%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$28.4M -$9.13K -125 -0%
DC
46
Davenport & Co
Virginia
$28.2M +$165K +2,260 +0.6%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$25.2M +$144K +1,977 +0.6%
Principal Financial Group
48
Principal Financial Group
Iowa
$24.9M +$105K +1,434 +0.4%
EP
49
Eversept Partners
New York
$24.7M +$24.7M +338,516 New
OAM
50
Ophir Asset Management
Australia
$24.1M -$1.39M -18,967 -5%
1
2
3 4 5