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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 %
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$7.72M -$161K -2,546 -2%
BMSSC
77
B. Metzler seel. Sohn & Co
Germany
$7.69M +$3.74M +59,231 +95%
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$7M -$146K -2,310 -2%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$6.95M -$28.2K -447 -0.4%
MOACM
80
Mutual of America Capital Management
New York
$6.78M -$598K -9,473 -8%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$6.48M -$162K -2,567 -2%
DI
82
DFPG Investments
Utah
$6.33M -$20.5K -324 -0.3%
OCM
83
Osterweis Capital Management
California
$6.09M +$1.15M +18,275 +23%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.99M -$80.2K -1,270 -1%
MFAM
85
Motley Fool Asset Management
Virginia
$5.94M -$205K -3,244 -3%
MIM
86
MetLife Investment Management
New Jersey
$5.93M +$20.2K +320 +0.3%
Ohio Public Employees Retirement System (OPERS)
87
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.65M -$780K -12,355 -12%
NC
88
NBW Capital
Massachusetts
$5.55M -$9.66K -153 -0.2%
HighTower Advisors
89
HighTower Advisors
Illinois
$5.48M +$65.8K +1,040 +1%
Prudential Financial
90
Prudential Financial
New Jersey
$5.45M +$4.89M +77,383 +866%
IWA
91
Inspirion Wealth Advisors
Illinois
$5.37M – – –
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$5.24M -$12.6K -200 -0.2%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$5.22M +$443K +7,020 +9%
TAM
94
Thematics Asset Management
France
$5.21M -$484K -7,659 -9%
Deutsche Bank
95
Deutsche Bank
Germany
$5.16M -$1.39M -21,991 -21%
Wells Fargo
96
Wells Fargo
California
$5.13M +$945K +14,964 +23%
TPSF
97
Texas Permanent School Fund
Texas
$4.75M -$41K -650 -0.9%
First Trust Advisors
98
First Trust Advisors
Illinois
$4.59M +$1.19M +18,876 +35%
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$4.17M +$1.07M +16,890 +34%
GPGA
100
Grandeur Peak Global Advisors
Utah
$4.07M +$288K +4,557 +8%
2 3
4
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