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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 %
Two Sigma Advisers
201
Two Sigma Advisers
New York
$493K -$135K -2,300 -21%
CP
202
CenterBook Partners
Connecticut
$492K +$84.7K +1,442 +21%
VI
203
Vestcor Inc
New Brunswick, Canada
$479K – – –
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$477K +$171K +2,906 +56%
DA
205
Duality Advisers
Florida
$474K +$474K +8,067 New
SSWM
206
Sheets Smith Wealth Management
North Carolina
$454K – – –
SAM
207
Securian Asset Management
Minnesota
$452K – – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$446K -$7.63K -130 -2%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$439K +$100K +1,703 +30%
AWA
210
Arkadios Wealth Advisors
Georgia
$427K -$58.7K -1,000 -12%
AAIS
211
ABN AMRO Investment Solutions
$411K +$411K +7,000 New
NAM
212
NorthCrest Asset Manangement
Minnesota
$399K +$35.2K +600 +10%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$399K -$49.9K -850 -11%
LCM
214
Landscape Capital Management
New Jersey
$394K -$3.42M -58,242 -90%
IFWM
215
Institute for Wealth Management
Colorado
$391K – – –
PCM
216
Prelude Capital Management
New York
$379K -$538K -9,170 -59%
KIA
217
KLR Investment Advisors
Rhode Island
$350K -$15.3K -260 -4%
GCP
218
GSA Capital Partners
United Kingdom
$342K -$424K -7,214 -55%
PI
219
PFS Investments
Georgia
$314K -$2.37M -41,675 -88%
CC
220
Corton Capital
Ontario, Canada
$311K +$118K +2,005 +61%
MYIA
221
Mount Yale Investment Advisors
Colorado
$301K +$32.2K +549 +12%
NSEDCP
222
NJ State Employees Deferred Compensation Plan
New Jersey
$294K – – –
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$288K -$137K -2,340 -32%
TRCT
224
Tower Research Capital (TRC)
New York
$281K +$58K +990 +26%
CSS
225
Cubist Systematic Strategies
Connecticut
$281K -$1.84M -31,256 -87%
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