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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 %
LCM
151
Lunt Capital Management
Utah
$1.12M +$1.12M +17,730 New
AA
152
ALPS Advisors
Colorado
$1.1M -$9.85K -156 -0.9%
Pacer Advisors
153
Pacer Advisors
Pennsylvania
$1.1M +$904K +14,324 +464%
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.09M +$126K +2,000 +13%
Stifel Financial
155
Stifel Financial
Missouri
$1.08M +$23.4K +371 +2%
Cerity Partners
156
Cerity Partners
New York
$1.07M +$34.5K +546 +3%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$1.04M +$168K +2,654 +19%
CIP
158
Chartwell Investment Partners
Pennsylvania
$1.04M +$50.6K +801 +5%
SBWIC
159
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.02M – – –
ProShare Advisors
160
ProShare Advisors
Maryland
$1.01M +$71K +1,124 +8%
MNBTD
161
Moody National Bank Trust Division
Texas
$991K -$1.2K -19 -0.1%
CSS
162
Cubist Systematic Strategies
Connecticut
$990K +$688K +10,900 +228%
ZB
163
Zions Bancorporation
Utah
$990K -$52.8K -836 -5%
CGH
164
Crossmark Global Holdings
Texas
$974K -$74.6K -1,152 -7%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$961K – – –
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$936K +$108K +1,716 +13%
Mariner
167
Mariner
Kansas
$924K -$106K -1,671 -10%
Federated Hermes
168
Federated Hermes
Pennsylvania
$918K -$16.4K -260 -2%
II
169
Inspire Investing
Idaho
$916K +$624K +9,881 +214%
AG
170
Algert Global
California
$911K -$138K -2,190 -13%
Vontobel Holding
171
Vontobel Holding
Switzerland
$903K -$569K -9,018 -39%
AQR Capital Management
172
AQR Capital Management
Connecticut
$885K -$213K -3,390 -19%
William Blair & Company
173
William Blair & Company
Illinois
$853K -$1.64K -26 -0.2%
NA
174
NewEdge Advisors
Louisiana
$840K +$21K +332 +3%
Nordea Investment Management
175
Nordea Investment Management
Sweden
$810K -$233K -3,704 -22%
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