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HealthEquity
HQY

Overview Fund Activity

342 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, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.45%
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
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

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

Top Sellers

1
Marshall Wace
Marshall Wace
United Kingdom
$0
2
BlackRock
BlackRock
New York
$733M
3
Bank of America
Bank of America
North Carolina
$46M
4
Norges Bank
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$3.82M -$253K -3,467 -6%
Neuberger Berman Group
127
Neuberger Berman Group
New York
$3.73M +$56.9K +779 +2%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$3.67M – – –
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$3.65M +$170K +2,334 +5%
GI
130
Gradient Investments
Minnesota
$3.56M +$3.56M +48,772 New
CAM
131
ClariVest Asset Management
California
$3.55M +$2.12K +29 +0.1%
Man Group
132
Man Group
United Kingdom
$3.5M -$2.96M -46,957 Closed
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$3.31M +$170K +2,325 +5%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$3.29M -$1.3M -17,772 -28%
AM
135
AGF Management
Ontario, Canada
$3.27M -$1.17M -16,083 -26%
IGGA
136
Iron Gate Global Advisors
Utah
$3.18M -$526K -7,075 -14%
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$3.13M +$114K +1,561 +4%
RJFSA
138
Raymond James Financial Services Advisors
Florida
$3.03M -$444K -6,080 -13%
BBL
139
Beck Bode LLC
Massachusetts
$3.03M -$56.6K -775 -2%
YCM
140
Yousif Capital Management
Michigan
$2.98M -$159K -2,170 -5%
EFH
141
Eaton Financial Holdings
Florida
$2.97M +$2.97M +40,627 New
SG Americas Securities
142
SG Americas Securities
New York
$2.72M +$2.59M +35,504 +2,097%
ECM
143
Element Capital Management
New York
$2.64M -$385K -5,277 -13%
LPL Financial
144
LPL Financial
California
$2.64M +$235K +3,202 +10%
Nordea Investment Management
145
Nordea Investment Management
Sweden
$2.62M +$1.67M +22,705 +176%
MCM
146
McKinley Capital Management
Alaska
$2.52M +$2.52M +34,460 New
Jane Street
147
Jane Street
New York
$2.37M -$681K -9,329 -22%
GAG
148
GM Advisory Group
New York
$2.19M +$2.19M +30,026 New
AMI
149
Amica Mutual Insurance
Rhode Island
$2.09M +$2.09M +28,551 New
EI
150
EAM Investors
California
$2.05M +$2.05M +27,998 New
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