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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 %
PCM
76
Peregrine Capital Management
Minnesota
$8.18M 123,442 -7,437 -6%
MFAM
77
Motley Fool Asset Management
Virginia
$8.04M 121,316 +963 +0.8%
GAG
78
GM Advisory Group
New York
$7.98M 120,355 +90,329 +301%
First Trust Advisors
79
First Trust Advisors
Illinois
$7.79M 117,542 +28,228 +32%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$7.44M 112,157 -2,653 -2%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$7.11M 107,243 +522 +0.5%
UBS AM
82
UBS AM
Illinois
$6.88M 103,709 -2,994 -3%
CM
83
Castleark Management
Illinois
$6.81M 102,770 +32,080 +45%
MOACM
84
Mutual of America Capital Management
New York
$6.78M 102,200 +3,905 +4%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.78M 102,196 +12,765 +14%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.72M 101,306 -3,230 -3%
DI
87
DFPG Investments
Utah
$6.51M 96,102 -1,060 -1%
MIM
88
MetLife Investment Management
New Jersey
$6.03M 90,928 -671 -0.7%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$5.97M 90,110 -4,028 -4%
Deutsche Bank
90
Deutsche Bank
Germany
$5.87M 88,588 +239 +0.3%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$5.87M 88,536 +3,801 +4%
HighTower Advisors
92
HighTower Advisors
Illinois
$5.84M 88,107 +1,167 +1%
NC
93
NBW Capital
Massachusetts
$5.74M 86,615 -1,033 -1%
IWA
94
Inspirion Wealth Advisors
Illinois
$5.62M 85,005 +5 +0%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$5.48M 82,651 -100 -0.1%
Wells Fargo
96
Wells Fargo
California
$5.46M 82,400 +1,145 +1%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$5.33M 80,441 -4,176 -5%
PWA
98
Physician Wealth Advisors
Utah
$5.09M 67,874 +29 +0%
KCM
99
Kornitzer Capital Management
Kansas
$4.99M 75,326 -188,492 -71%
WMSA
100
Weiss Multi-Strategy Advisers
New York
$4.99M 75,190 +20,670 +38%
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4
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