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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.

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 %
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.39M +$12.3K +200 +0.9%
SOMRS
152
State of Michigan Retirement System
Michigan
$1.33M +$18.5K +300 +1%
Cerity Partners
153
Cerity Partners
New York
$1.32M +$1.32M +21,334 New
US Bancorp
154
US Bancorp
Minnesota
$1.15M -$32.9K -533 -3%
JPMPWA
155
J.P. Morgan Private Wealth Advisors
California
$1.14M -$2.22K -36 -0.2%
Mariner
156
Mariner
Kansas
$1.13M +$117K +1,900 +12%
Vontobel Holding
157
Vontobel Holding
Switzerland
$1.12M -$169K -2,751 -13%
AA
158
ALPS Advisors
Colorado
$1.08M -$106K -1,712 -9%
ProShare Advisors
159
ProShare Advisors
Maryland
$1.06M +$128K +2,069 +14%
Stifel Financial
160
Stifel Financial
Missouri
$1.03M -$343K -5,569 -25%
Nordea Investment Management
161
Nordea Investment Management
Sweden
$999K +$999K +16,409 New
Pacer Advisors
162
Pacer Advisors
Pennsylvania
$999K +$563K +9,129 +129%
CGH
163
Crossmark Global Holdings
Texas
$996K +$32.1K +521 +3%
SBWIC
164
Schaper Benz & Wise Investment Counsel
Wisconsin
$994K -$39.5K -641 -4%
AG
165
Algert Global
California
$988K +$104K +1,690 +12%
PCM
166
Prelude Capital Management
New York
$963K +$546K +8,860 +131%
CAM
167
ClariVest Asset Management
California
$929K +$929K +15,068 New
SC
168
Shay Capital
New York
$925K +$308K +5,000 +50%
Federated Hermes
169
Federated Hermes
Pennsylvania
$921K -$61.2K -993 -6%
ZB
170
Zions Bancorporation
Utah
$919K +$141K +2,283 +18%
Natixis Advisors
171
Natixis Advisors
Massachusetts
$906K -$276K -4,487 -23%
MNBTD
172
Moody National Bank Trust Division
Texas
$882K +$1.29K +21 +0.1%
SO
173
STRS Ohio
Ohio
$875K +$160K +2,600 +22%
William Blair & Company
174
William Blair & Company
Illinois
$871K -$20.5K -333 -2%
Citigroup
175
Citigroup
New York
$865K -$615K -9,974 -42%
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