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HealthEquity
HQY

Overview Fund Activity

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.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
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
1
ClearBridge Investments
New York
$70.2M
2
BlackRock
2
BlackRock
New York
$642M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.2M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$47.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$78.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AACP
101
Advantage Alpha Capital Partners
California
$4.74M 76,941 -46,021 -37%
MAP
102
Moody Aldrich Partners
Massachusetts
$4.52M 73,375 -1,852 -2%
MOACM
103
Mutual of America Capital Management
New York
$4.28M 69,431 +1,653 +2%
Two Sigma Investments
104
Two Sigma Investments
New York
$4.2M 68,101 +53,401 +363%
Canada Life
105
Canada Life
Manitoba, Canada
$4.18M 67,802 +11,788 +21%
Jacobs Levy Equity Management
106
Jacobs Levy Equity Management
New Jersey
$4.05M 65,740 +14,459 +28%
Balyasny Asset Management
107
Balyasny Asset Management
Illinois
$4.02M 65,271 +57,406 +730%
LCM
108
Landscape Capital Management
New Jersey
$4M 64,959 +64,959 New
IGGA
109
Iron Gate Global Advisors
Utah
$3.96M 64,213 -86,727 -57%
PWA
110
Physician Wealth Advisors
Utah
$3.72M 65,029 – –
AB
111
Amalgamated Bank
New York
$3.67M 59,540 +1,060 +2%
Macquarie Group
112
Macquarie Group
Australia
$3.57M 57,836 +5,995 +12%
M&T Bank
113
M&T Bank
New York
$3.54M 57,435 -5,700 -9%
TPSF
114
Texas Permanent School Fund
Texas
$3.5M 56,829 -3,850 -6%
BC
115
Brookfield Corp
Ontario, Canada
$3.46M 56,068 +3,973 +8%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$3.35M 54,402 -17,668 -25%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.13M 50,778 – –
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$3.1M 50,250 – –
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$2.94M 47,679 +2,188 +5%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$2.91M 47,250 -46,959 -50%
PI
121
PFS Investments
Georgia
$2.91M 47,192 +5,684 +14%
OAM
122
Oppenheimer Asset Management
New York
$2.9M 47,094 -1,295 -3%
Wells Fargo
123
Wells Fargo
California
$2.9M 47,059 +17,201 +58%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$2.86M 46,405 -13,080 -22%
D.E. Shaw & Co
125
D.E. Shaw & Co
New York
$2.82M 45,763 -14,648 -24%
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5
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