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HealthEquity
HQY

Overview Fund Activity

350 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 132 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
132
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$120M
3
BlackRock
3
BlackRock
New York
$702M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$58.4M
5
Man Group
5
Man Group
United Kingdom
$27.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$59.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$118M
3
GIM
3
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M
5
WA
5
Wasatch Advisors
Utah
$453M
Name Market Value Shares Shares
Change 		Shares
Change %
TI
101
Trexquant Investment
Connecticut
$4.98M 75,117 +75,117 New
TAM
102
Thematics Asset Management
France
$4.93M 74,385 -6,217 -8%
TPSF
103
Texas Permanent School Fund
Texas
$4.9M 73,971 +1,381 +2%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$4.9M 73,930 – –
N
105
Natixis
France
$4.75M 71,695 +71,695 New
TC
106
TwinBeech Capital
New York
$4.53M 68,255 +68,255 New
HSBC Holdings
107
HSBC Holdings
United Kingdom
$4.49M 67,991 +67,991 New
FAM
108
Fred Alger Management
New York
$4.43M 66,888 -117,313 -64%
Canada Life
109
Canada Life
Manitoba, Canada
$4.25M 64,322 -163 -0.3%
BMSSC
110
B. Metzler seel. Sohn & Co
Germany
$4.14M 62,374 -2,594 -4%
GCM
111
Graham Capital Management
Connecticut
$4.08M 61,602 +61,602 New
Comerica Bank
112
Comerica Bank
Texas
$3.9M 58,829 +339 +0.6%
OAM
113
Oppenheimer Asset Management
New York
$3.85M 58,035 -3,861 -6%
GI
114
Gradient Investments
Minnesota
$3.8M 57,387 +8,615 +18%
AB
115
Amalgamated Bank
New York
$3.56M 53,636 -676 -1%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$3.4M 51,281 -1,400 -3%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$3.33M 50,250 – –
MAM
118
Madison Asset Management
Wisconsin
$3.22M 48,636 +34,801 +252%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$3.18M 48,019 +2,712 +6%
M&T Bank
120
M&T Bank
New York
$3.13M 47,174 -5,056 -10%
Neuberger Berman Group
121
Neuberger Berman Group
New York
$3.11M 46,912 -4,217 -8%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$3.02M 45,586 -11,480 -20%
CAM
123
ClariVest Asset Management
California
$2.97M 44,802 -3,820 -8%
Luther King Capital Management (LKCM)
124
Luther King Capital Management (LKCM)
Texas
$2.84M 42,787 – –
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$2.83M 42,750 -13,458 -24%
3 4
5
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