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HealthEquity
HQY

Overview Fund Activity

341 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 34 closing their positions.

Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
121
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$413M
2
Millennium Management
2
Millennium Management
New York
$136M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.5M
5
EP
5
Eversept Partners
New York
$24.7M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$21.2M -$4.41M -60,369 -17%
SCA
52
Summit Creek Advisors
Minnesota
$20.2M +$3.52M +48,145 +21%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$20.1M +$205K +2,800 +1%
KCM
54
Kornitzer Capital Management
Kansas
$19.3M – – –
PI
55
Putnam Investments
Massachusetts
$18.3M +$1.88M +25,747 +11%
DDC
56
DF Dent & Co
Maryland
$18.1M -$205K -2,803 -1%
Victory Capital Management
57
Victory Capital Management
Texas
$17.9M -$6.6M -90,344 -27%
GT
58
Glenmede Trust
Pennsylvania
$17.4M +$95.8K +1,311 +0.6%
Ameriprise
59
Ameriprise
Minnesota
$16M -$66.5K -910 -0.4%
Macquarie Group
60
Macquarie Group
Australia
$15.8M +$13.1M +178,741 +468%
EAM
61
Eagle Asset Management
Florida
$15.6M +$15.6M +213,298 New
Fuller & Thaler Asset Management
62
Fuller & Thaler Asset Management
California
$15M +$1.24M +17,010 +9%
CI
63
Cambiar Investors
Colorado
$14.4M -$2.42M -33,113 -14%
Swiss National Bank
64
Swiss National Bank
Switzerland
$13.7M +$241K +3,300 +2%
AllianceBernstein
65
AllianceBernstein
Tennessee
$13.5M -$371K -5,075 -3%
FAM
66
Fred Alger Management
New York
$13.5M +$1.61K +22 +0%
LCG
67
Lisanti Capital Growth
New York
$13.2M +$13.2M +180,980 New
SPPAM
68
Summit Partners Public Asset Management
Massachusetts
$13.2M +$13.2M +180,637 New
RJA
69
Raymond James & Associates
Florida
$12.6M +$1.27M +17,317 +11%
RI
70
Redwood Investments
Massachusetts
$12.4M +$12.4M +169,436 New
SI
71
Scout Investments
Missouri
$12.4M -$359K -4,864 -3%
AIG
72
American International Group
New York
$11.8M -$509K -6,963 -4%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$11M – – –
SAM
74
Sectoral Asset Management
Quebec, Canada
$10.5M -$2.89M -39,500 -22%
MFWM
75
Motley Fool Wealth Management
Virginia
$10.3M +$1.34M +18,278 +15%
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3
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