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HealthEquity
HQY

Overview Fund Activity

350 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, 132 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.13%
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
132
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

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

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$59.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$118M
3
GIM
3
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M
5
WA
5
Wasatch Advisors
Utah
$453M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$55.1M -$1.48M -22,303 -3%
GKIM
27
GW&K Investment Management
Massachusetts
$53.7M -$2.98M -44,963 -5%
BAMCO Inc
28
BAMCO Inc
New York
$53M – – –
Wellington Management Group
29
Wellington Management Group
Massachusetts
$44.2M -$1.24M -18,703 -3%
Norges Bank
30
Norges Bank
Norway
$43.5M +$14.2M +213,948 +48%
Invesco
31
Invesco
Georgia
$40.8M +$8.69M +131,106 +27%
ACB
32
Aristotle Capital Boston
Massachusetts
$39.7M -$1.43M -21,642 -3%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$38.5M +$1.3M +19,680 +4%
Prudential Financial
34
Prudential Financial
New Jersey
$38M +$9.43M +142,229 +33%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$38M +$195K +2,938 +0.5%
SEI Investments
36
SEI Investments
Pennsylvania
$36.9M -$6.24M -94,083 -14%
American Century Companies
37
American Century Companies
Missouri
$34.1M -$25.6M -385,613 -43%
DC
38
Davenport & Co
Virginia
$33.6M +$8.02M +120,987 +31%
EP
39
Eversept Partners
New York
$32.8M +$10.4M +156,403 +46%
Bank of America
40
Bank of America
North Carolina
$31.9M -$9.83M -148,325 -24%
Point72 Asset Management
41
Point72 Asset Management
Connecticut
$31.7M -$11.6M -175,640 -27%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$28.3M -$20.7M -312,899 -42%
Man Group
43
Man Group
United Kingdom
$27.8M +$27.8M +418,986 New
AAM
44
Aureus Asset Management
Massachusetts
$27.6M -$89.6K -1,352 -0.3%
Victory Capital Management
45
Victory Capital Management
Texas
$27.4M +$11.2M +168,819 +69%
ACM
46
Ashford Capital Management
Delaware
$27.1M +$292K +4,403 +1%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$23.4M +$478K +7,209 +2%
Principal Financial Group
48
Principal Financial Group
Iowa
$23.2M +$658K +9,926 +3%
Macquarie Group
49
Macquarie Group
Australia
$22.8M +$8.46M +127,559 +59%
OAM
50
Ophir Asset Management
Australia
$21.1M -$816K -12,310 -4%
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