HQY icon

HealthEquity
HQY

Overview Fund Activity

323 hedge funds and large institutions have $5.08B invested in HealthEquity in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 37 closing their positions.

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.21%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
57
Increased
114
Reduced
120
Closed
37
Calls
$18.3M
Puts
$23.3M
Net Calls
-$4.96M
Net Calls Change
-$16.8M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$70.2M
2
BlackRock
2
BlackRock
New York
$642M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M
5
Bank of America
5
Bank of America
North Carolina
$43.5M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$67.2M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$47.4M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$78.5M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$92.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$642M 10,422,979 +732,479 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$513M 8,319,745 +145,856 +2%
WA
3
Wasatch Advisors
Utah
$353M 5,731,921 +5,859 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M 4,324,024 +340,188 +9%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$184M 2,986,294 -346,675 -10%
State Street
6
State Street
Massachusetts
$166M 2,697,875 +25,929 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$132M 2,142,695 -8,515 -0.4%
Brown Advisory
8
Brown Advisory
Maryland
$122M 1,985,769 -73,627 -4%
FAM
9
Fred Alger Management
New York
$97.6M 1,583,002 -195,968 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$96.7M 1,568,088 +52,080 +3%
ACH
11
ArrowMark Colorado Holdings
Colorado
$92.6M 1,502,490 -481,073 -24%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$87.9M 1,426,284 +148,339 +12%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$78.5M 1,274,033 -617,718 -33%
Northern Trust
14
Northern Trust
Illinois
$76.8M 1,246,738 -593 -0%
Franklin Resources
15
Franklin Resources
California
$72.2M 1,171,782 +18,700 +2%
ClearBridge Investments
16
ClearBridge Investments
New York
$70.2M 1,138,185 +820,082 +258%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$67.2M 1,089,758 -1,518,670 -58%
Millennium Management
18
Millennium Management
New York
$65.1M 1,056,752 -300,935 -22%
SIMG
19
Stephens Investment Management Group
Texas
$63M 1,033,416 -102,323 -9%
Charles Schwab
20
Charles Schwab
California
$57.6M 933,708 +39,179 +4%
Invesco
21
Invesco
Georgia
$56.3M 913,057 +73,205 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$55M 892,699 -40,651 -4%
TCM
23
TimesSquare Capital Management
New York
$55M 891,955 +207,020 +30%
GCM
24
Geneva Capital Management
Wisconsin
$53.5M 867,798 -8,893 -1%
GKIM
25
GW&K Investment Management
Massachusetts
$51.2M 830,755 -9,297 -1%
1
2 3 4 5