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HealthEquity
HQY

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.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

4% more funds holding

Funds holding: 310 → 323 (+13)

5% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 120

4.49% less ownership

Funds ownership: 103% → 98.51% (-4.5%)

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.19%
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
ClearBridge Investments
New York
+$55.1M
2
BlackRock
BlackRock
New York
+$49.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M
5
Bank of America
Bank of America
North Carolina
+$21.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$50.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$47.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.5M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$21.3M -$23.5M -348,938 -50%
ACM
52
Ashford Capital Management
Delaware
$20.3M -$721K -10,727 -3%
SEI Investments
53
SEI Investments
Pennsylvania
$17.5M -$12.4M -185,177 -39%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$17M +$472K +7,027 +3%
Ameriprise
55
Ameriprise
Minnesota
$16.2M +$1.09M +16,201 +7%
SAM
56
Sectoral Asset Management
Quebec, Canada
$15M +$717K +10,675 +5%
GT
57
Glenmede Trust
Pennsylvania
$14.7M -$1.87M -27,820 -10%
DDC
58
DF Dent & Co
Maryland
$14.4M -$3.44M -51,184 -18%
SCA
59
Summit Creek Advisors
Minnesota
$14M -$4.1M -60,996 -21%
AM
60
AGF Management
Ontario, Canada
$13.1M +$14.3M +212,555 New
PI
61
Putnam Investments
Massachusetts
$12.7M +$4.95M +73,636 +56%
EAM
62
Eagle Asset Management
Florida
$12.6M -$13.8M -205,881 -50%
Swiss National Bank
63
Swiss National Bank
Switzerland
$12.6M +$242K +3,600 +2%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$11.9M +$101K +1,499 +0.8%
AllianceBernstein
65
AllianceBernstein
Tennessee
$11.9M -$941K -14,004 -7%
SI
66
Scout Investments
Missouri
$11.1M -$201K -2,984 -2%
PCM
67
Peregrine Capital Management
Minnesota
$10.6M -$663K -9,864 -5%
AIG
68
American International Group
New York
$10.5M -$109K -1,615 -0.9%
HAM
69
Honeycomb Asset Management
New York
$9.62M +$10.5M +156,000 New
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$9.14M -$1.18M -17,503 -11%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$8.62M -$350K -5,207 -4%
RJA
72
Raymond James & Associates
Florida
$7.94M +$1.22M +18,127 +16%
Legal & General Group
73
Legal & General Group
United Kingdom
$7.7M +$93K +1,384 +1%
MFWM
74
Motley Fool Wealth Management
Virginia
$7.65M -$35.5K -528 -0.4%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$7.52M +$6.03M +89,697 +278%
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HQY Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2022, worth a combined $5.08B — down 13% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HQY positions and 37 closed out — a net gain of 20 holders — while 114 added to existing stakes and 120 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $55.1M. The largest seller was Janus Henderson Group, cutting an estimated $102M.

  • 323 institutional investors held HealthEquity (HQY) as of Q4 2022, up from 310 in Q3 2022.
  • Funds reported $5.08B of HealthEquity stock for Q4 2022, down 13% quarter-over-quarter.
  • 57 funds opened new HealthEquity positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest HealthEquity buyer in Q4 2022 was ClearBridge Investments, an estimated $55.1M added.
  • The largest HealthEquity seller in Q4 2022 was Janus Henderson Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.