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HealthEquity
HQY

Overview Fund Activity

316 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 33 closing their positions.

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
103
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$124M
2
DC
2
Davenport & Co
Virginia
$24M
3
Franklin Resources
3
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$450M
2
FAM
2
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kornitzer Capital Management
Kansas
$16.7M -$9.68M -153,378 -37%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$16M +$16M +253,311 New
DDC
53
DF Dent & Co
Maryland
$15.9M -$118K -1,870 -0.7%
CI
54
Cambiar Investors
Colorado
$14.6M +$2.97M +47,046 +26%
SCA
55
Summit Creek Advisors
Minnesota
$14.4M +$15.3K +242 +0.1%
PI
56
Putnam Investments
Massachusetts
$14.2M -$676K -10,708 -5%
GT
57
Glenmede Trust
Pennsylvania
$14M +$27.1K +460 +0.2%
Ameriprise
58
Ameriprise
Minnesota
$13.9M -$424K -6,723 -3%
AllianceBernstein
59
AllianceBernstein
Tennessee
$12M -$50.2K -795 -0.4%
Fuller & Thaler Asset Management
60
Fuller & Thaler Asset Management
California
$11.9M +$11.9M +187,700 New
Swiss National Bank
61
Swiss National Bank
Switzerland
$11.7M +$139K +2,200 +1%
FAM
62
Fred Alger Management
New York
$11.6M -$26.8M -424,645 -70%
SAM
63
Sectoral Asset Management
Quebec, Canada
$11.6M – – –
Invesco
64
Invesco
Georgia
$11.6M -$306K -4,850 -3%
SI
65
Scout Investments
Missouri
$10.8M -$325K -5,171 -3%
AIG
66
American International Group
New York
$10.6M -$74.6K -1,181 -0.7%
PCM
67
Peregrine Capital Management
Minnesota
$9.85M -$1.07M -16,949 -10%
RJA
68
Raymond James & Associates
Florida
$9.81M -$1,000K -15,834 -9%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$9.49M -$16.9M -267,966 -64%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$8.94M -$585K -9,273 -6%
Legal & General Group
71
Legal & General Group
United Kingdom
$8.32M +$116K +1,843 +1%
UBS AM
72
UBS AM
Illinois
$8.24M – – –
UBS Group
73
UBS Group
Switzerland
$7.96M +$2.67M +42,324 +51%
AACP
74
Advantage Alpha Capital Partners
California
$7.79M +$48.1K +761 +0.6%
MFWM
75
Motley Fool Wealth Management
Virginia
$7.75M -$86.8K -1,376 -1%
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