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HealthEquity
HQY

Overview Fund Activity

311 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
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 %
Neuberger Berman Group
126
Neuberger Berman Group
New York
$2.33M +$146K +2,483 +7%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$2.31M +$1.54M +26,247 +200%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.24M +$5.58K +95 +0.2%
LPL Financial
129
LPL Financial
California
$2.19M -$312K -5,315 -12%
Thrivent Financial for Lutherans
130
Thrivent Financial for Lutherans
Minnesota
$2.14M -$21.1K -359 -1%
Macquarie Group
131
Macquarie Group
Australia
$2.11M -$1.28M -21,870 -38%
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$2.09M -$595K -10,135 -22%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$2.08M +$93.3K +1,588 +5%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$2.03M +$366K +6,241 +22%
TC
135
TownSquare Capital
Utah
$1.83M +$174K +2,965 +11%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$1.8M -$14.2K -890 -0.8%
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
$1.71M +$1.44M +24,533 +542%
Jane Street
138
Jane Street
New York
$1.69M +$1.69M +28,727 New
AIP
139
Ameritas Investment Partners
Nebraska
$1.67M +$9.28K +158 +0.6%
ECM
140
ExodusPoint Capital Management
New York
$1.63M +$1.63M +27,729 New
Two Sigma Investments
141
Two Sigma Investments
New York
$1.59M -$2.41M -41,101 -60%
State Board of Administration of Florida Retirement System
142
State Board of Administration of Florida Retirement System
Florida
$1.57M – – –
AR
143
Advisory Research
Illinois
$1.45M -$21.4K -365 -1%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.45M +$411 +7 +0%
ASRS
145
Arizona State Retirement System
Arizona
$1.44M +$40.3K +687 +3%
Vontobel Holding
146
Vontobel Holding
Switzerland
$1.37M +$298K +5,070 +28%
SDIC
147
South Dakota Investment Council
South Dakota
$1.36M – – –
LSERS
148
Louisiana State Employees Retirement System
Louisiana
$1.32M -$5.87K -100 -0.4%
SOMRS
149
State of Michigan Retirement System
Michigan
$1.26M -$5.87K -100 -0.5%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M +$643K +10,955 +140%
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