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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 %
Citadel Advisors
51
Citadel Advisors
Florida
$21.3M 345,563 -348,938 -50%
ACM
52
Ashford Capital Management
Delaware
$20.3M 329,104 -10,727 -3%
SEI Investments
53
SEI Investments
Pennsylvania
$17.5M 284,242 -185,177 -39%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$17M 275,395 +7,027 +3%
Ameriprise
55
Ameriprise
Minnesota
$16.2M 262,345 +16,201 +7%
SAM
56
Sectoral Asset Management
Quebec, Canada
$15M 243,775 +10,675 +5%
GT
57
Glenmede Trust
Pennsylvania
$14.7M 237,922 -27,820 -10%
DDC
58
DF Dent & Co
Maryland
$14.4M 233,086 -51,184 -18%
SCA
59
Summit Creek Advisors
Minnesota
$14M 226,415 -60,996 -21%
AM
60
AGF Management
Ontario, Canada
$13.1M 212,555 +212,555 New
PI
61
Putnam Investments
Massachusetts
$12.7M 206,148 +73,636 +56%
EAM
62
Eagle Asset Management
Florida
$12.6M 207,531 -205,881 -50%
Swiss National Bank
63
Swiss National Bank
Switzerland
$12.6M 203,700 +3,600 +2%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$11.9M 193,176 +1,499 +0.8%
AllianceBernstein
65
AllianceBernstein
Tennessee
$11.9M 192,678 -14,004 -7%
SI
66
Scout Investments
Missouri
$11.1M 179,468 -2,984 -2%
PCM
67
Peregrine Capital Management
Minnesota
$10.6M 172,596 -9,864 -5%
AIG
68
American International Group
New York
$10.5M 170,052 -1,615 -0.9%
HAM
69
Honeycomb Asset Management
New York
$9.62M 156,000 +156,000 New
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$9.14M 148,336 -17,503 -11%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$8.62M 139,917 -5,207 -4%
RJA
72
Raymond James & Associates
Florida
$7.94M 128,754 +18,127 +16%
Legal & General Group
73
Legal & General Group
United Kingdom
$7.7M 124,994 +1,384 +1%
MFWM
74
Motley Fool Wealth Management
Virginia
$7.65M 124,165 -528 -0.4%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$7.52M 121,925 +89,697 +278%
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