HealthEquity
342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.
182% more call options, than puts
Call options by funds: $15.2M | Put options by funds: $5.39M
79% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 34
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
20% more capital invested
Capital invested by funds: $5.35B → $6.41B (+$1.06B)
8% more funds holding
Funds holding: 317 → 342 (+25)
3.29% more ownership
Funds ownership: 99.11% → 102.4% (+3.3%)
3% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 118
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.3M |
| 2 |
Millennium Management
New York
|
+$38.5M |
| 3 |
Goldman Sachs
New York
|
+$25.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$23.3M |
| 5 |
EP
Eversept Partners
New York
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$30.8M |
| 2 |
BlackRock
New York
|
-$21.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$15.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$12.8M |
HQY Hedge Fund Activity: Q3 2023 in Review
342 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2023, worth a combined $6.41B — up 20% from $5.35B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new HQY positions and 34 closed out — a net gain of 27 holders — while 122 added to existing stakes and 118 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $61.3M. The largest seller was Marshall Wace, exiting entirely with an estimated $30.8M sold.
- 342 institutional investors held HealthEquity (HQY) as of Q3 2023, up from 317 in Q2 2023.
- Funds reported $6.41B of HealthEquity stock for Q3 2023, up 20% quarter-over-quarter.
- 61 funds opened new HealthEquity positions in Q3 2023 and 34 closed out, a net change of +27 holders.
- The largest HealthEquity buyer in Q3 2023 was Fidelity Investments, an estimated $61.3M added.
- The largest HealthEquity seller in Q3 2023 was Marshall Wace, an estimated $30.8M sold.
Based on aggregated 13F filings for Q3 2023.