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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BBL
126
Beck Bode LLC
Massachusetts
$2.81M +$1.34M +21,735 +91%
BMSSC
127
B. Metzler seel. Sohn & Co
Germany
$2.81M +$791K +12,840 +39%
YCM
128
Yousif Capital Management
Michigan
$2.72M +$51.5K +835 +2%
UBS Group
129
UBS Group
Switzerland
$2.7M +$695K +11,268 +35%
LPL Financial
130
LPL Financial
California
$2.62M +$83.7K +1,363 +3%
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.34M +$282K +4,577 +14%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$2.29M -$14.5K -235 -0.6%
Comerica Bank
133
Comerica Bank
Texas
$2.27M -$39K -645 -2%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$2.26M -$1.41M -22,932 -38%
CSS
135
Cubist Systematic Strategies
Connecticut
$2.22M +$439K +7,119 +25%
CI
136
Cambiar Investors
Colorado
$2.13M +$289K +4,695 +16%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M +$1.35M +21,880 +184%
Barclays
138
Barclays
United Kingdom
$2.05M +$830K +13,465 +68%
Teacher Retirement System of Texas
139
Teacher Retirement System of Texas
Texas
$1.74M +$41.4K +671 +2%
TC
140
TownSquare Capital
Utah
$1.74M +$93.1K +1,510 +6%
SG Americas Securities
141
SG Americas Securities
New York
$1.7M +$1.6M +25,884 +1,549%
CIP
142
Chartwell Investment Partners
Pennsylvania
$1.65M +$1.65M +26,750 New
State Board of Administration of Florida Retirement System
143
State Board of Administration of Florida Retirement System
Florida
$1.64M -$162K -2,630 -9%
AIP
144
Ameritas Investment Partners
Nebraska
$1.6M – – –
AR
145
Advisory Research
Illinois
$1.55M +$1.55M +25,135 New
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$1.52M +$5.36K +87 +0.4%
ASRS
147
Arizona State Retirement System
Arizona
$1.47M +$54.2K +880 +4%
JF
148
Jump Financial
Illinois
$1.45M +$1.45M +23,525 New
SDIC
149
South Dakota Investment Council
South Dakota
$1.42M – – –
Truist Financial
150
Truist Financial
North Carolina
$1.42M -$144K -2,341 -9%
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6
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