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HealthEquity
HQY

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.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

4% more funds holding

Funds holding: 310 → 323 (+13)

5% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 120

4.49% less ownership

Funds ownership: 103% → 98.51% (-4.5%)

13% less capital invested

Capital invested by funds: $5.85B → $5.08B (-$768M)

21% less call options, than puts

Call options by funds: $18.3M | Put options by funds: $23.3M

71% less funds holding in top 10

Funds holding in top 10: 7 → 2 (-5)

Holders
323
Holders Change
+13
Holders Change %
+4.19%
% of All Funds
5.19%
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
ClearBridge Investments
New York
+$55.1M
2
BlackRock
BlackRock
New York
+$49.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$30.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.9M
5
Bank of America
Bank of America
North Carolina
+$21.3M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$102M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$50.2M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$47.2M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.5M
5
ACH
ArrowMark Colorado Holdings
Colorado
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$642M +$49.2M +732,479 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$513M +$9.8M +145,856 +2%
WA
3
Wasatch Advisors
Utah
$353M +$394K +5,859 +0.1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$267M +$22.9M +340,188 +9%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$184M -$23.3M -346,675 -10%
State Street
6
State Street
Massachusetts
$166M +$1.74M +25,929 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$132M -$572K -8,515 -0.4%
Brown Advisory
8
Brown Advisory
Maryland
$122M -$4.95M -73,627 -4%
FAM
9
Fred Alger Management
New York
$97.6M -$13.2M -195,968 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$96.7M +$3.5M +52,080 +3%
ACH
11
ArrowMark Colorado Holdings
Colorado
$92.6M -$32.3M -481,073 -24%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$87.9M +$9.97M +148,339 +12%
Mackenzie Financial
13
Mackenzie Financial
Ontario, Canada
$78.5M -$41.5M -617,718 -33%
Northern Trust
14
Northern Trust
Illinois
$76.8M -$39.9K -593 -0%
Franklin Resources
15
Franklin Resources
California
$72.2M +$1.26M +18,700 +2%
ClearBridge Investments
16
ClearBridge Investments
New York
$70.2M +$55.1M +820,082 +258%
Janus Henderson Group
17
Janus Henderson Group
United Kingdom
$67.2M -$102M -1,518,670 -58%
Millennium Management
18
Millennium Management
New York
$65.1M -$20.2M -300,935 -22%
SIMG
19
Stephens Investment Management Group
Texas
$63M -$6.88M -102,323 -9%
Charles Schwab
20
Charles Schwab
California
$57.6M +$2.63M +39,179 +4%
Invesco
21
Invesco
Georgia
$56.3M +$4.92M +73,205 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$55M -$2.73M -40,651 -4%
TCM
23
TimesSquare Capital Management
New York
$55M +$13.9M +207,020 +30%
GCM
24
Geneva Capital Management
Wisconsin
$53.5M -$598K -8,893 -1%
GKIM
25
GW&K Investment Management
Massachusetts
$51.2M -$625K -9,297 -1%
1
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HQY Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2022, worth a combined $5.08B — down 13% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HQY positions and 37 closed out — a net gain of 20 holders — while 114 added to existing stakes and 120 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $55.1M. The largest seller was Janus Henderson Group, cutting an estimated $102M.

  • 323 institutional investors held HealthEquity (HQY) as of Q4 2022, up from 310 in Q3 2022.
  • Funds reported $5.08B of HealthEquity stock for Q4 2022, down 13% quarter-over-quarter.
  • 57 funds opened new HealthEquity positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest HealthEquity buyer in Q4 2022 was ClearBridge Investments, an estimated $55.1M added.
  • The largest HealthEquity seller in Q4 2022 was Janus Henderson Group, an estimated $102M sold.

Based on aggregated 13F filings for Q4 2022.