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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 %
SSWM
201
Sheets Smith Wealth Management
North Carolina
$488K – – –
SWM
202
Sendero Wealth Management
Texas
$480K +$480K +7,600 New
SAM
203
Securian Asset Management
Minnesota
$479K -$6.31K -100 -1%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$478K -$2.08K -33 -0.4%
AAIS
205
ABN AMRO Investment Solutions
$474K +$31.6K +500 +7%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$463K -$9.09K -144 -2%
AWA
207
Arkadios Wealth Advisors
Georgia
$462K +$2.59K +41 +0.6%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$448K -$192K -3,042 -30%
CC
209
Corton Capital
Ontario, Canada
$438K +$103K +1,630 +31%
QT
210
Quantbot Technologies
New York
$434K +$434K +6,871 New
IFWM
211
Institute for Wealth Management
Colorado
$432K +$11.3K +179 +3%
NAM
212
NorthCrest Asset Manangement
Minnesota
$429K – – –
PTC
213
Petrus Trust Company
Texas
$418K +$160K +2,538 +62%
TRCT
214
Tower Research Capital (TRC)
New York
$391K +$88.6K +1,404 +29%
PI
215
PFS Investments
Georgia
$376K +$27.4K +433 +8%
JPMPWA
216
J.P. Morgan Private Wealth Advisors
California
$369K -$295K -4,678 -44%
KIA
217
KLR Investment Advisors
Rhode Island
$368K -$8.9K -141 -2%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$335K -$94.8K -1,500 -22%
YIH
219
Y-Intercept (HK)
Hong Kong
$334K +$334K +5,286 New
Creative Planning
220
Creative Planning
Kansas
$333K +$333K +5,275 New
OR
221
Olympiad Research
Connecticut
$328K +$328K +5,190 New
CIM
222
CIM Investment Management
Pennsylvania
$323K -$226K -3,583 -41%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$319K +$10.1K +160 +3%
NSEDCP
224
NJ State Employees Deferred Compensation Plan
New Jersey
$316K – – –
PCM
225
Prelude Capital Management
New York
$314K -$93.6K -1,483 -23%
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