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HealthEquity
HQY

Overview Fund Activity

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.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
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
1
ClearBridge Investments
New York
$70.2M
2
BlackRock
2
BlackRock
New York
$642M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.2M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$47.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$78.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PMAM
76
Picton Mahoney Asset Management
Ontario, Canada
$7.43M 120,520 -55,330 -31%
First Trust Advisors
77
First Trust Advisors
Illinois
$7.15M 116,062 -124,284 -52%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$7.03M 114,130 -800 -0.7%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$6.87M 111,414 +962 +0.9%
TCM
80
Tekla Capital Management
Massachusetts
$6.79M 110,214 – –
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$6.57M 106,546 +1,061 +1%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$6.22M 100,911 -6,900 -6%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.09M 98,767 -227 -0.2%
MIM
84
MetLife Investment Management
New Jersey
$5.89M 95,494 -973 -1%
MFAM
85
Motley Fool Asset Management
Virginia
$5.75M 93,255 -4,702 -5%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$5.69M 92,338 -15,297 -14%
DI
87
DFPG Investments
Utah
$5.68M 100,103 +2,000 +2%
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.48M 88,852 +88,852 New
NC
89
NBW Capital
Massachusetts
$5.4M 87,549 +316 +0.4%
OCM
90
Osterweis Capital Management
California
$5.38M 87,355 +37,775 +76%
IWA
91
Inspirion Wealth Advisors
Illinois
$5.24M 85,000 -6,485 -7%
HighTower Advisors
92
HighTower Advisors
Illinois
$5.22M 84,717 +1,330 +2%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$5.13M 83,151 +100 +0.1%
Deutsche Bank
94
Deutsche Bank
Germany
$5.08M 82,461 +4,389 +6%
DC
95
Davenport & Co
Virginia
$5.07M 82,223 +9,589 +13%
WMSA
96
Weiss Multi-Strategy Advisers
New York
$4.97M 80,697 +30,175 +60%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$4.95M 80,287 -5,163 -6%
TAM
98
Thematics Asset Management
France
$4.93M 80,008 +80,008 New
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$4.88M 79,220 +714 +0.9%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.79M 77,705 -13,330 -15%
2 3
4
5 6