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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 %
MOACM
76
Mutual of America Capital Management
New York
$6.86M +$2.78M +47,399 +68%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$6.49M -$48.3K -822 -0.7%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$6.17M -$82.2K -1,400 -1%
Deutsche Bank
79
Deutsche Bank
Germany
$6.09M +$1.25M +21,295 +26%
Ohio Public Employees Retirement System (OPERS)
80
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.98M +$1.41M +24,077 +31%
DI
81
DFPG Investments
Utah
$5.89M +$12K +204 +0.2%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$5.74M +$5M +85,157 +673%
MFAM
83
Motley Fool Asset Management
Virginia
$5.72M +$241K +4,105 +4%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.66M +$440K +7,495 +8%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.65M -$151K -2,564 -3%
MIM
86
MetLife Investment Management
New Jersey
$5.49M -$116K -1,974 -2%
TAM
87
Thematics Asset Management
France
$5.29M +$593K +10,092 +13%
NC
88
NBW Capital
Massachusetts
$5.17M +$32.3K +550 +0.6%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$5.13M -$292K -4,978 -5%
HighTower Advisors
90
HighTower Advisors
Illinois
$5.03M +$49.5K +843 +1%
DC
91
Davenport & Co
Virginia
$5.01M +$184K +3,139 +4%
IWA
92
Inspirion Wealth Advisors
Illinois
$4.99M – – –
CCM
93
Cinctive Capital Management
New York
$4.94M +$4.94M +84,144 New
UBS Group
94
UBS Group
Switzerland
$4.91M +$2.34M +39,832 +91%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$4.88M – – –
OCM
96
Osterweis Capital Management
California
$4.59M -$535K -9,105 -10%
TPSF
97
Texas Permanent School Fund
Texas
$4.46M +$1.12M +19,076 +34%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$4.44M -$2.72M -46,285 -38%
Canada Life
99
Canada Life
Manitoba, Canada
$3.96M -$22.6K -384 -0.6%
Wells Fargo
100
Wells Fargo
California
$3.89M +$1.13M +19,180 +41%
2 3
4
5 6