We are live on ! Find out more
HQY icon

HealthEquity
HQY

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.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

4% more funds holding

Funds holding: 310 → 323 (+13)

5% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 120

4.49% less ownership

Funds ownership: 103% → 98.51% (-4.5%)

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.19%
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
ClearBridge Investments
New York
+$55.1M
2
BlackRock
BlackRock
New York
+$49.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M
5
Bank of America
Bank of America
North Carolina
+$21.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$50.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$47.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.5M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AACP
101
Advantage Alpha Capital Partners
California
$4.74M -$3.09M -46,021 -37%
MAP
102
Moody Aldrich Partners
Massachusetts
$4.52M -$124K -1,852 -2%
MOACM
103
Mutual of America Capital Management
New York
$4.28M +$111K +1,653 +2%
Two Sigma Investments
104
Two Sigma Investments
New York
$4.2M +$3.59M +53,401 +363%
Canada Life
105
Canada Life
Manitoba, Canada
$4.18M +$792K +11,788 +21%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$4.05M +$972K +14,459 +28%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$4.02M +$3.86M +57,406 +730%
LCM
108
Landscape Capital Management
New Jersey
$4M +$4.37M +64,959 New
IGGA
109
Iron Gate Global Advisors
Utah
$3.96M -$5.83M -86,727 -57%
PWA
110
Physician Wealth Advisors
Utah
$3.72M – – –
AB
111
Amalgamated Bank
New York
$3.67M +$71.2K +1,060 +2%
Macquarie Group
112
Macquarie Group
Australia
$3.56M +$403K +5,995 +12%
M&T Bank
113
M&T Bank
New York
$3.54M -$383K -5,700 -9%
TPSF
114
Texas Permanent School Fund
Texas
$3.5M -$259K -3,850 -6%
BC
115
Brookfield Corp
Ontario, Canada
$3.46M +$267K +3,973 +8%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$3.35M -$1.19M -17,668 -25%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.13M – – –
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$3.1M – – –
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.94M +$147K +2,188 +5%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$2.91M -$3.16M -46,959 -50%
PI
121
PFS Investments
Georgia
$2.91M +$382K +5,684 +14%
OAM
122
Oppenheimer Asset Management
New York
$2.9M -$87K -1,295 -3%
Wells Fargo
123
Wells Fargo
California
$2.9M +$1.16M +17,201 +58%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$2.86M -$879K -13,080 -22%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$2.82M -$984K -14,648 -24%
3 4
5
6 7

HQY Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2022, worth a combined $5.08B — down 13% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HQY positions and 37 closed out — a net gain of 20 holders — while 114 added to existing stakes and 120 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $55.1M. The largest seller was Janus Henderson Group, cutting an estimated $102M.

  • 323 institutional investors held HealthEquity (HQY) as of Q4 2022, up from 310 in Q3 2022.
  • Funds reported $5.08B of HealthEquity stock for Q4 2022, down 13% quarter-over-quarter.
  • 57 funds opened new HealthEquity positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest HealthEquity buyer in Q4 2022 was ClearBridge Investments, an estimated $55.1M added.
  • The largest HealthEquity seller in Q4 2022 was Janus Henderson Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.