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

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
151
TownSquare Capital
Utah
$2.04M +$118K +1,613 +6%
AIP
152
Ameritas Investment Partners
Nebraska
$2.01M -$55.9K -765 -3%
SC
153
Shay Capital
New York
$1.92M +$1.19M +16,250 +163%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$1.84M -$239K -3,269 -11%
ASRS
155
Arizona State Retirement System
Arizona
$1.78M +$38.1K +522 +2%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.77M -$58.4K -800 -3%
State Board of Administration of Florida Retirement System
157
State Board of Administration of Florida Retirement System
Florida
$1.75M +$9.5K +130 +0.5%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$51.1K -700 -3%
Stifel Financial
159
Stifel Financial
Missouri
$1.58M +$329K +4,508 +26%
ZIM
160
Zacks Investment Management
Illinois
$1.57M +$1.57M +21,474 New
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$1.56M -$48.2K -660 -3%
SDIC
162
South Dakota Investment Council
South Dakota
$1.56M – – –
SOMRS
163
State of Michigan Retirement System
Michigan
$1.49M -$43.8K -600 -3%
Two Sigma Investments
164
Two Sigma Investments
New York
$1.47M – – –
MNBTD
165
Moody National Bank Trust Division
Texas
$1.46M +$310K +4,250 +27%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.38M -$2.85K -39 -0.2%
Vontobel Holding
167
Vontobel Holding
Switzerland
$1.38M +$336K +4,600 +32%
AAIS
168
ABN AMRO Investment Solutions
$1.3M +$754K +10,328 +138%
LCM
169
Lunt Capital Management
Utah
$1.3M – – –
Natixis Advisors
170
Natixis Advisors
Massachusetts
$1.29M +$86.2K +1,180 +7%
COPPSERS
171
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.26M -$1.75M -24,007 -58%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.26M – – –
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$1.24M +$152K +2,085 +14%
ZB
174
Zions Bancorporation
Utah
$1.22M +$78.1K +1,069 +7%
CIP
175
Chartwell Investment Partners
Pennsylvania
$1.2M – – –
5 6
7
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