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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 %
PP
151
PDT Partners
New York
$1.1M +$1.1M +18,683 New
AA
152
ALPS Advisors
Colorado
$1.03M -$646 -11 -0.1%
AQR Capital Management
153
AQR Capital Management
Connecticut
$1.02M +$806K +13,734 +370%
Stifel Financial
154
Stifel Financial
Missouri
$984K +$6.75K +115 +0.7%
AG
155
Algert Global
California
$976K +$35.1K +598 +4%
Nordea Investment Management
156
Nordea Investment Management
Sweden
$974K +$9.88K +168 +1%
ZB
157
Zions Bancorporation
Utah
$969K +$93.5K +1,592 +11%
Cerity Partners
158
Cerity Partners
New York
$960K -$292K -4,978 -23%
Mariner
159
Mariner
Kansas
$957K -$120K -2,052 -11%
CGH
160
Crossmark Global Holdings
Texas
$950K +$2.58K +44 +0.3%
SBWIC
161
Schaper Benz & Wise Investment Counsel
Wisconsin
$945K -$1.76K -30 -0.2%
MNBTD
162
Moody National Bank Trust Division
Texas
$922K +$82.2K +1,400 +10%
CIP
163
Chartwell Investment Partners
Pennsylvania
$920K -$650K -11,073 -41%
NMERB
164
New Mexico Educational Retirement Board
New Mexico
$898K +$117K +2,000 +15%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$893K +$235K +4,000 +36%
CAM
166
ClariVest Asset Management
California
$887K +$2.58K +44 +0.3%
ProShare Advisors
167
ProShare Advisors
Maryland
$869K -$139K -2,367 -14%
Federated Hermes
168
Federated Hermes
Pennsylvania
$869K -$7.63K -130 -0.9%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$863K +$200K +3,404 +30%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$812K -$51.4K -875 -6%
William Blair & Company
171
William Blair & Company
Illinois
$795K -$34.2K -583 -4%
X
172
Xponance
Pennsylvania
$783K +$3.64K +62 +0.5%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$770K +$51.3K +873 +7%
NA
174
NewEdge Advisors
Louisiana
$761K -$90.6K -1,543 -11%
Citigroup
175
Citigroup
New York
$734K -$90.4K -1,540 -11%
5 6
7
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