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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-13
Holders Change %
-4.02%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
122
Reduced
117
Closed
39
Calls
$13.2M
Puts
$7.81M
Net Calls
+$5.43M
Net Calls Change
+$10.4M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$453M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$93.5M
3
SEI Investments
3
SEI Investments
Pennsylvania
$36.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$145M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$18.5M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$35.7M
2
Invesco
2
Invesco
Georgia
$11M
3
GIP
3
Granite Investment Partners
California
$0
4
TCM
4
TimesSquare Capital Management
New York
$35.8M
5
UBS AM
5
UBS AM
Illinois
$8.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$3.75M – – –
BMSSC
102
B. Metzler seel. Sohn & Co
Germany
$3.67M +$992K +16,900 +37%
GPGA
103
Grandeur Peak Global Advisors
Utah
$3.52M +$3.52M +59,926 New
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$3.44M -$1.22M -20,711 -26%
M&T Bank
105
M&T Bank
New York
$3.32M -$47.4K -807 -1%
AB
106
Amalgamated Bank
New York
$3.31M -$182K -3,108 -5%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$3.21M -$2.72M -46,317 -46%
AIMCA
108
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.2M +$3.2M +54,528 New
IGGA
109
Iron Gate Global Advisors
Utah
$3.19M -$576K -9,810 -15%
First Trust Advisors
110
First Trust Advisors
Illinois
$3.16M -$3.66M -62,307 -54%
Barclays
111
Barclays
United Kingdom
$3.14M +$1.19M +20,193 +61%
OAM
112
Oppenheimer Asset Management
New York
$3.13M +$364K +6,192 +13%
AM
113
AGF Management
Ontario, Canada
$3.12M -$9.36M -159,441 -75%
WMSA
114
Weiss Multi-Strategy Advisers
New York
$3.06M -$1.68M -28,595 -35%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$2.95M – – –
Los Angeles Capital Management
116
Los Angeles Capital Management
California
$2.89M +$2.89M +49,219 New
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$2.8M -$183K -3,112 -6%
BBL
118
Beck Bode LLC
Massachusetts
$2.75M +$67.8K +1,155 +3%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$2.65M -$2.07M -35,202 -44%
YCM
120
Yousif Capital Management
Michigan
$2.59M – – –
RJFSA
121
Raymond James Financial Services Advisors
Florida
$2.58M -$142K -2,417 -5%
SG Americas Securities
122
SG Americas Securities
New York
$2.47M +$850K +14,478 +53%
MAP
123
Moody Aldrich Partners
Massachusetts
$2.45M -$1.85M -31,580 -43%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$2.43M -$370K -6,295 -13%
Luther King Capital Management (LKCM)
125
Luther King Capital Management (LKCM)
Texas
$2.37M -$826K -14,063 -26%
3 4
5
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