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HealthEquity
HQY

Overview Fund Activity

341 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 118 reducing their positions, and 34 closing their positions.

Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
5.44%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
121
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$413M
2
Millennium Management
2
Millennium Management
New York
$136M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.5M
5
EP
5
Eversept Partners
New York
$24.7M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$6.05M -$14.6K -200 -0.2%
Wells Fargo
102
Wells Fargo
California
$5.94M +$3.8K +52 +0.1%
TAM
103
Thematics Asset Management
France
$5.89M -$134K -1,839 -2%
OCM
104
Osterweis Capital Management
California
$5.87M -$1.18M -16,185 -17%
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$5.4M -$2.7M -37,000 -33%
GLA
106
Great Lakes Advisors
Illinois
$5.4M +$5.4M +73,930 New
TPSF
107
Texas Permanent School Fund
Texas
$5.3M -$195K -2,665 -4%
CM
108
Castleark Management
Illinois
$5.16M +$5.16M +70,690 New
PWA
109
Physician Wealth Advisors
Utah
$5.03M +$209K +2,816 +4%
PCM
110
Portolan Capital Management
Massachusetts
$4.77M +$4.77M +65,363 New
BMSSC
111
B. Metzler seel. Sohn & Co
Germany
$4.75M -$4.15M -56,788 -47%
Canada Life
112
Canada Life
Manitoba, Canada
$4.71M +$284K +3,895 +6%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$4.71M -$120K -1,649 -2%
OAM
114
Oppenheimer Asset Management
New York
$4.52M +$482K +6,593 +12%
AR
115
Advisory Research
Illinois
$4.5M +$2.6M +35,644 +137%
GPGA
116
Grandeur Peak Global Advisors
Utah
$4.34M -$374K -5,124 -8%
Comerica Bank
117
Comerica Bank
Texas
$4.27M +$4.27M +58,419 +82,280%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$4.17M +$1.17M +15,993 +39%
AIMCA
119
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.16M +$649K +8,884 +19%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$4.11M +$2.22M +30,407 +118%
Barclays
121
Barclays
United Kingdom
$4.03M -$587K -8,041 -13%
WMSA
122
Weiss Multi-Strategy Advisers
New York
$3.98M +$3.98M +54,520 New
AB
123
Amalgamated Bank
New York
$3.97M -$96.5K -1,321 -2%
PC
124
Pier Capital
Connecticut
$3.93M +$3.93M +53,832 New
TRSOTSOK
125
Teachers Retirement System of the State of Kentucky
Kentucky
$3.85M +$1.03M +14,091 +37%
3 4
5
6 7