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HealthEquity
HQY

Overview Fund Activity

350 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 132 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
132
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$120M
3
BlackRock
3
BlackRock
New York
$702M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$58.4M
5
Man Group
5
Man Group
United Kingdom
$27.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$59.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$118M
3
GIM
3
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M
5
WA
5
Wasatch Advisors
Utah
$453M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
TimesSquare Capital Management
New York
$20.2M 304,078 -232,000 -43%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$18.4M 277,839 -110,940 -29%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$18M 271,226 -3,311 -1%
SCA
54
Summit Creek Advisors
Minnesota
$16.9M 254,790 -21,723 -8%
DDC
55
DF Dent & Co
Maryland
$16.8M 253,250 +4,901 +2%
Ameriprise
56
Ameriprise
Minnesota
$15.2M 228,834 +10,268 +5%
Fuller & Thaler Asset Management
57
Fuller & Thaler Asset Management
California
$15.1M 227,255 +22,545 +11%
GT
58
Glenmede Trust
Pennsylvania
$14.8M 222,875 -15,462 -6%
EAM
59
Eagle Asset Management
Florida
$14.6M 220,485 +7,187 +3%
CI
60
Cambiar Investors
Colorado
$13.3M 200,060 +2,391 +1%
Citadel Advisors
61
Citadel Advisors
Florida
$12.8M 192,403 +84,441 +78%
Barclays
62
Barclays
United Kingdom
$12.7M 191,783 +136,643 +248%
GLA
63
Great Lakes Advisors
Illinois
$12.4M 186,977 +113,047 +153%
AllianceBernstein
64
AllianceBernstein
Tennessee
$12.3M 185,825 +816 +0.4%
RJA
65
Raymond James & Associates
Florida
$11.3M 170,583 -2,164 -1%
Swiss National Bank
66
Swiss National Bank
Switzerland
$11.2M 168,700 -19,200 -10%
SI
67
Scout Investments
Missouri
$10.6M 160,104 -7,244 -4%
AIG
68
American International Group
New York
$10.4M 156,761 -4,908 -3%
PI
69
Putnam Investments
Massachusetts
$10.2M 154,209 -96,161 -38%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$9.67M 145,902 -4,446 -3%
Jane Street
71
Jane Street
New York
$9.33M 140,658 +108,209 +333%
MFWM
72
Motley Fool Wealth Management
Virginia
$9.26M 139,580 -1,655 -1%
Mirae Asset Global Investments
73
Mirae Asset Global Investments
South Korea
$9.12M 137,577 -3,361 -2%
CS
74
Credit Suisse
Switzerland
$8.92M 134,477 -156,404 -54%
Legal & General Group
75
Legal & General Group
United Kingdom
$8.78M 132,491 +1,590 +1%
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