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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 Holding Trade Value Shares
Change 		Shares
Change %
AM
126
AGF Management
Ontario, Canada
$2.79M -$182K -2,745 -6%
Vontobel Holding
127
Vontobel Holding
Switzerland
$2.77M +$1.52M +22,904 +121%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$2.73M -$583K -8,800 -18%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$2.73M -$27.9K -421 -1%
YCM
130
Yousif Capital Management
Michigan
$2.69M -$20.2K -305 -0.7%
BBL
131
Beck Bode LLC
Massachusetts
$2.63M -$124K -1,864 -4%
IGGA
132
Iron Gate Global Advisors
Utah
$2.62M -$223K -3,359 -8%
EFH
133
Eaton Financial Holdings
Florida
$2.6M -$95.2K -1,436 -4%
OAM
134
Oberweis Asset Management
Illinois
$2.57M +$2.57M +38,700 New
SPS
135
Susquehanna Portfolio Strategies
Pennsylvania
$2.51M +$2.51M +37,820 New
LPL Financial
136
LPL Financial
California
$2.48M +$96.3K +1,453 +4%
AQR Capital Management
137
AQR Capital Management
Connecticut
$2.45M +$1.93M +29,108 +368%
AACP
138
Advantage Alpha Capital Partners
California
$2.36M -$4.03M -60,777 -63%
Nordea Investment Management
139
Nordea Investment Management
Sweden
$2.34M -$23.6K -356 -1%
AIP
140
Ameritas Investment Partners
Nebraska
$2.31M +$489K +7,376 +27%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$2.31M -$678K -10,229 -23%
MCM
142
McKinley Capital Management
Alaska
$2.28M – – –
New York State Common Retirement Fund
143
New York State Common Retirement Fund
New York
$2.23M -$4.71M -71,109 -68%
Los Angeles Capital Management
144
Los Angeles Capital Management
California
$2.23M -$2.05M -30,871 -48%
FHC
145
Forest Hill Capital
Arkansas
$2.02M +$2.02M +30,476 New
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$2.02M +$1.92M +28,964 +1,987%
UBS Group
147
UBS Group
Switzerland
$1.96M -$5.39M -81,337 -73%
RG
148
Renaissance Group
Kentucky
$1.85M +$1.85M +27,832 New
AR
149
Advisory Research
Illinois
$1.74M -$2.34M -35,324 -57%
Two Sigma Investments
150
Two Sigma Investments
New York
$1.73M +$402K +6,068 +30%
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