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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 %
HIM
176
Hillsdale Investment Management
Ontario, Canada
$722K +$58.7K +1,000 +9%
HA
177
HC Advisors
Georgia
$710K – – –
PAM
178
Panagora Asset Management
Massachusetts
$697K – – –
DTL
179
Dynamic Technology Lab
Singapore
$687K -$87.7K -1,495 -11%
SOADOR
180
State of Alaska Department of Revenue
Alaska
$684K -$9.97K -170 -1%
Twin Tree Management
181
Twin Tree Management
Texas
$679K +$72.1K +1,228 +12%
US Bancorp
182
US Bancorp
Minnesota
$676K -$415K -7,072 -38%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$673K -$68.7K -1,170 -9%
ETC
184
Exchange Traded Concepts
Oklahoma
$629K +$134K +2,280 +27%
PAMS
185
Pictet Asset Management (Switzerland)
Switzerland
$625K +$46.6K +793 +8%
JPMPWA
186
J.P. Morgan Private Wealth Advisors
California
$618K -$470K -8,011 -43%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$607K – – –
JFG
188
Jefferies Financial Group
New York
$607K +$607K +10,335 New
GC
189
Guggenheim Capital
Illinois
$603K +$220K +3,749 +58%
Qube Research & Technologies (QRT)
190
Qube Research & Technologies (QRT)
United Kingdom
$600K +$600K +10,215 New
CB
191
Commerce Bank
Missouri
$597K +$92.8K +1,581 +18%
HSBC Holdings
192
HSBC Holdings
United Kingdom
$594K +$594K +10,140 New
LOAME
193
Lombard Odier Asset Management (Europe)
United Kingdom
$587K +$67.5K +1,150 +13%
BCM
194
Bayesian Capital Management
New York
$570K +$570K +9,701 New
SO
195
STRS Ohio
Ohio
$534K -$299K -5,100 -36%
Osaic Holdings
196
Osaic Holdings
Arizona
$529K -$130K -2,226 -20%
Prudential Financial
197
Prudential Financial
New Jersey
$524K -$29.3K -499 -5%
KI
198
Kula Investments
Illinois
$520K -$85.2K -1,451 -14%
CIM
199
CIM Investment Management
Pennsylvania
$511K +$511K +8,697 New
VPIM
200
Vanguard Personalized Indexing Management
California
$500K +$297K +5,060 +146%
6 7
8
9 10