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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
310
Holders Change
-13
Holders Change %
-4.02%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$453M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$93.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$36.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$145M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$18.5M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$35.7M
2
Invesco
2
Invesco
Georgia
$11M
3
GIP
3
Granite Investment Partners
California
$0
4
TCM
4
TimesSquare Capital Management
New York
$35.8M
5
UBS AM
5
UBS AM
Illinois
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$20.5M -$4.87M -82,987 -19%
CS
52
Credit Suisse
Switzerland
$19.8M -$8.49M -144,581 -30%
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$18.5M +$18.5M +314,427 New
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$15.9M -$224K -3,813 -1%
DDC
55
DF Dent & Co
Maryland
$14.9M +$1.17M +19,936 +9%
GT
56
Glenmede Trust
Pennsylvania
$13.9M -$79.6K -1,356 -0.6%
PI
57
Putnam Investments
Massachusetts
$13.8M +$1.71M +29,183 +14%
SCA
58
Summit Creek Advisors
Minnesota
$13.4M +$100K +1,711 +0.8%
Ameriprise
59
Ameriprise
Minnesota
$13.3M -$2.12M -36,146 -14%
AllianceBernstein
60
AllianceBernstein
Tennessee
$11.2M -$106K -1,799 -0.9%
Invesco
61
Invesco
Georgia
$11M -$42.6M -725,242 -79%
CI
62
Cambiar Investors
Colorado
$10.8M +$8.76M +149,213 +432%
SAM
63
Sectoral Asset Management
Quebec, Canada
$10.8M -$3.55M -60,400 -25%
Swiss National Bank
64
Swiss National Bank
Switzerland
$10.7M -$1.25M -21,300 -10%
SI
65
Scout Investments
Missouri
$10.4M -$122K -2,085 -1%
PCM
66
Peregrine Capital Management
Minnesota
$10.2M +$17.8K +304 +0.2%
RJA
67
Raymond James & Associates
Florida
$10.1M +$2.5M +42,510 +33%
AIG
68
American International Group
New York
$9.97M -$14K -239 -0.1%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$8.86M +$153K +2,604 +2%
UBS AM
70
UBS AM
Illinois
$8.24M -$15.5M -263,227 -65%
Legal & General Group
71
Legal & General Group
United Kingdom
$7.62M +$285K +4,856 +4%
State of Wisconsin Investment Board
72
State of Wisconsin Investment Board
Wisconsin
$7.33M -$883K -15,037 -11%
MFWM
73
Motley Fool Wealth Management
Virginia
$7.3M +$9.86K +168 +0.1%
PCM
74
Portolan Capital Management
Massachusetts
$7.28M +$7.28M +124,051 New
AACP
75
Advantage Alpha Capital Partners
California
$7.2M +$2.68M +45,637 +59%
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