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HealthEquity
HQY

Overview Fund Activity

316 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 103 increasing their positions, 132 reducing their positions, and 33 closing their positions.

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% of All Funds
4.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
40
Increased
103
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$124M
2
DC
2
Davenport & Co
Virginia
$24M
3
Franklin Resources
3
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$450M
2
FAM
2
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
Physician Wealth Advisors
Utah
$4.06M – – –
Barclays
102
Barclays
United Kingdom
$3.99M +$611K +9,670 +18%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$3.96M -$2.21M -35,006 -36%
AM
104
AGF Management
Ontario, Canada
$3.84M +$488K +7,735 +15%
Canada Life
105
Canada Life
Manitoba, Canada
$3.83M -$432K -6,828 -10%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$3.78M +$89.8K +1,423 +2%
M&T Bank
107
M&T Bank
New York
$3.52M -$58.8K -931 -2%
AB
108
Amalgamated Bank
New York
$3.51M -$50.5K -799 -1%
OAM
109
Oppenheimer Asset Management
New York
$3.49M +$127K +2,017 +4%
MAP
110
Moody Aldrich Partners
Massachusetts
$3.43M +$792K +12,545 +30%
Neuberger Berman Group
111
Neuberger Berman Group
New York
$3.18M +$677K +10,716 +27%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$3.17M – – –
IGGA
113
Iron Gate Global Advisors
Utah
$3.15M -$285K -4,509 -8%
CAM
114
ClariVest Asset Management
California
$3.07M +$2.11M +33,481 +222%
Arrowstreet Capital
115
Arrowstreet Capital
Massachusetts
$3.05M +$1.21M +19,175 +66%
AIMCA
116
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.03M -$412K -6,532 -12%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$3.01M – – –
RJFSA
118
Raymond James Financial Services Advisors
Florida
$3.01M +$229K +3,620 +8%
Man Group
119
Man Group
United Kingdom
$2.96M +$2.96M +46,957 New
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$2.86M -$583K -9,236 -17%
YCM
121
Yousif Capital Management
Michigan
$2.72M -$66.7K -1,057 -2%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$2.71M +$101K +1,598 +4%
BBL
123
Beck Bode LLC
Massachusetts
$2.66M -$288K -4,578 -10%
Jane Street
124
Jane Street
New York
$2.64M +$824K +13,051 +45%
ECM
125
Element Capital Management
New York
$2.61M +$2.61M +41,406 New
3 4
5
6 7