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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.

New
Increased
Maintained
Reduced
Closed
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 %
Arrowstreet Capital
151
Arrowstreet Capital
Massachusetts
$1.7M +$1.7M +25,609 New
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$1.68M +$5.17K +78 +0.3%
RI
153
Redwood Investments
Massachusetts
$1.65M -$9.58M -144,510 -85%
TC
154
TownSquare Capital
Utah
$1.65M -$202K -3,044 -11%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.6M +$13.7K +207 +0.9%
State Board of Administration of Florida Retirement System
156
State Board of Administration of Florida Retirement System
Florida
$1.59M – – –
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$1.59M -$13.3K -200 -0.8%
ASRS
158
Arizona State Retirement System
Arizona
$1.59M -$26.5K -399 -2%
GCP
159
GSA Capital Partners
United Kingdom
$1.48M +$1.48M +22,247 New
AMI
160
Amica Mutual Insurance
Rhode Island
$1.44M -$453K -6,823 -24%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$1.42M -$663 -10 -0%
SDIC
162
South Dakota Investment Council
South Dakota
$1.41M – – –
SOMRS
163
State of Michigan Retirement System
Michigan
$1.36M +$6.63K +100 +0.5%
ZIM
164
Zacks Investment Management
Illinois
$1.3M -$126K -1,902 -9%
SSA
165
Schonfeld Strategic Advisors
New York
$1.29M +$1.29M +19,510 New
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.26M +$6.23K +94 +0.5%
Stifel Financial
167
Stifel Financial
Missouri
$1.26M -$179K -2,696 -12%
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$1.25M +$133K +2,013 +12%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.25M +$105K +1,587 +9%
ProShare Advisors
170
ProShare Advisors
Maryland
$1.22M +$191K +2,882 +19%
GAM
171
Gotham Asset Management
New York
$1.21M +$210K +3,170 +21%
ZB
172
Zions Bancorporation
Utah
$1.18M +$65.7K +991 +6%
LCM
173
Lunt Capital Management
Utah
$1.18M – – –
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$1.15M – – –
Natixis Advisors
175
Natixis Advisors
Massachusetts
$1.14M -$30K -452 -3%
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7
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