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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.

New
Increased
Maintained
Reduced
Closed
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 %
Squarepoint
176
Squarepoint
New York
$853K -$229K -3,712 -21%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$820K – – –
X
178
Xponance
Pennsylvania
$818K -$1.29K -21 -0.2%
DTL
179
Dynamic Technology Lab
Singapore
$814K +$335K +5,440 +70%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$809K -$1.64M -26,643 -67%
PTC
181
Petrus Trust Company
Texas
$807K +$602K +9,773 +295%
GCP
182
GSA Capital Partners
United Kingdom
$803K +$803K +13,032 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$779K -$834K -13,538 -52%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$779K -$87.9K -1,426 -10%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$754K +$62.7K +1,017 +9%
HA
186
HC Advisors
Georgia
$746K – – –
PAM
187
Panagora Asset Management
Massachusetts
$732K -$671K -10,885 -48%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$729K +$7.7K +125 +1%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$702K +$154K +2,468 +28%
HIM
190
Hillsdale Investment Management
Ontario, Canada
$697K +$697K +11,300 New
Osaic Holdings
191
Osaic Holdings
Arizona
$694K +$124K +2,013 +22%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$691K -$222K -3,600 -24%
Two Sigma Advisers
193
Two Sigma Advisers
New York
$660K +$660K +10,700 New
Public Employees Retirement Association of Colorado
194
Public Employees Retirement Association of Colorado
Colorado
$638K – – –
Twin Tree Management
195
Twin Tree Management
Texas
$638K +$638K +10,343 New
KI
196
Kula Investments
Illinois
$635K +$635K +10,303 New
Walleye Trading
197
Walleye Trading
New York
$635K +$635K +10,300 New
PAMS
198
Pictet Asset Management (Switzerland)
Switzerland
$608K +$260K +4,219 +75%
YIH
199
Y-Intercept (HK)
Hong Kong
$590K +$590K +9,564 New
Prudential Financial
200
Prudential Financial
New Jersey
$581K -$3.58K -58 -0.6%
6 7
8
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