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HealthEquity
HQY

Overview Fund Activity

317 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, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
5%
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
104
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

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

Top Sellers

1
WA
Wasatch Advisors
Utah
$450M
2
FAM
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$9.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
126
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.61M +$202K +3,193 +8%
Luther King Capital Management (LKCM)
127
Luther King Capital Management (LKCM)
Texas
$2.6M +$56K +887 +2%
Russell Investments Group
128
Russell Investments Group
United Kingdom
$2.59M -$253K -4,012 -9%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$2.44M +$204K +3,227 +9%
Macquarie Group
130
Macquarie Group
Australia
$2.41M +$141K +2,239 +6%
Renaissance Technologies
131
Renaissance Technologies
New York
$2.36M +$2.36M +37,300 New
Citigroup
132
Citigroup
New York
$2.22M +$1.43M +22,633 +181%
LPL Financial
133
LPL Financial
California
$2.07M -$289K -4,573 -12%
EGM
134
Engineers Gate Manager
New York
$1.99M +$1.99M +31,583 New
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$1.8M -$379K -5,998 -17%
AIP
136
Ameritas Investment Partners
Nebraska
$1.79M -$4.74K -75 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
137
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.68M -$4.4M -69,758 -72%
TC
138
TownSquare Capital
Utah
$1.66M -$306K -4,851 -16%
AR
139
Advisory Research
Illinois
$1.64M +$75.5K +1,195 +5%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$1.64M -$612K -9,691 -27%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$1.63M -$857K -13,567 -34%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.58M +$158K +2,500 +11%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$821 -13 -0.1%
State Board of Administration of Florida Retirement System
144
State Board of Administration of Florida Retirement System
Florida
$1.51M -$176K -2,790 -10%
ASRS
145
Arizona State Retirement System
Arizona
$1.5M -$42.9K -679 -3%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.39M -$904K -14,314 -39%
SDIC
147
South Dakota Investment Council
South Dakota
$1.34M -$114K -1,800 -8%
SOMRS
148
State of Michigan Retirement System
Michigan
$1.33M -$25.3K -400 -2%
Two Sigma Investments
149
Two Sigma Investments
New York
$1.27M -$436K -6,900 -26%
NMIMC
150
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M +$13.7K +217 +1%
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