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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 %
ADIM
176
Alpha DNA Investment Management
Maryland
$796K +$796K +12,613 New
X
177
Xponance
Pennsylvania
$782K -$59.8K -947 -7%
HA
178
HC Advisors
Georgia
$764K – – –
SO
179
STRS Ohio
Ohio
$738K +$164K +2,600 +29%
SRAM
180
Spouting Rock Asset Management
Pennsylvania
$720K +$720K +11,403 New
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$698K -$26K -411 -4%
BCM
182
Bayesian Capital Management
New York
$682K +$69.5K +1,100 +11%
SOADOR
183
State of Alaska Department of Revenue
Alaska
$669K -$67.3K -1,066 -9%
US Bancorp
184
US Bancorp
Minnesota
$661K -$66.1K -1,047 -9%
ETC
185
Exchange Traded Concepts
Oklahoma
$655K -$21.6K -342 -3%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$653K – – –
SC
187
Shay Capital
New York
$631K +$631K +10,000 New
CB
188
Commerce Bank
Missouri
$617K -$24.8K -392 -4%
GC
189
Guggenheim Capital
Illinois
$605K -$42.9K -680 -7%
WHG
190
Westwood Holdings Group
Texas
$593K +$593K +9,387 New
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$586K +$72.1K +1,142 +14%
CIC
192
Cornercap Investment Counsel
Georgia
$585K +$585K +9,262 New
PAMS
193
Pictet Asset Management (Switzerland)
Switzerland
$568K -$104K -1,650 -15%
AWM
194
AE Wealth Management
Kansas
$565K +$565K +8,941 New
LCM
195
Landscape Capital Management
New Jersey
$554K +$130K +2,052 +31%
M1FG
196
Mach-1 Financial Group
Arkansas
$551K +$551K +8,734 New
Osaic Holdings
197
Osaic Holdings
Arizona
$546K -$28K -441 -5%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$530K -$405K -6,363 -43%
VI
199
Vestcor Inc
New Brunswick, Canada
$515K – – –
VPIM
200
Vanguard Personalized Indexing Management
California
$492K -$46.3K -734 -9%
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8
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