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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 %
Mirae Asset Global Investments
76
Mirae Asset Global Investments
South Korea
$10.3M -$53.3K -729 -0.5%
Legal & General Group
77
Legal & General Group
United Kingdom
$9.56M -$57.9K -792 -0.6%
PCM
78
Peregrine Capital Management
Minnesota
$9.56M -$1.83M -25,072 -16%
MFAM
79
Motley Fool Asset Management
Virginia
$8.79M +$1.92M +26,237 +28%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$8.39M -$550K -7,524 -6%
UBS Group
81
UBS Group
Switzerland
$8.1M -$1.11M -15,165 -12%
Citadel Advisors
82
Citadel Advisors
Florida
$7.89M +$7.68M +105,152 +3,742%
Retirement Systems of Alabama
83
Retirement Systems of Alabama
Alabama
$7.8M -$250K -3,424 -3%
UBS AM
84
UBS AM
Illinois
$7.79M -$2.46M -33,719 -24%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$7.66M +$4.34M +59,451 +131%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.64M +$701K +9,603 +10%
MOACM
87
Mutual of America Capital Management
New York
$7.18M -$662K -9,062 -8%
AACP
88
Advantage Alpha Capital Partners
California
$7.03M -$1.98M -27,038 -22%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$6.88M -$617K -8,441 -8%
MIM
90
MetLife Investment Management
New Jersey
$6.69M -$164K -2,241 -2%
DI
91
DFPG Investments
Utah
$6.58M -$191K -2,821 -3%
MAP
92
Moody Aldrich Partners
Massachusetts
$6.56M +$2.59M +35,476 +65%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.53M +$292 +4 +0%
First Trust Advisors
94
First Trust Advisors
Illinois
$6.52M +$1.22M +16,683 +23%
Deutsche Bank
95
Deutsche Bank
Germany
$6.45M +$481K +6,584 +8%
NC
96
NBW Capital
Massachusetts
$6.4M -$21.8K -298 -0.3%
HighTower Advisors
97
HighTower Advisors
Illinois
$6.37M +$24.9K +340 +0.4%
IWA
98
Inspirion Wealth Advisors
Illinois
$6.21M – – –
VOYA Investment Management
99
VOYA Investment Management
Georgia
$6.19M +$152K +2,075 +3%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$6.18M +$1.8M +24,685 +41%
2 3
4
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