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HealthEquity
HQY

Overview Fund Activity

310 hedge funds and large institutions have $4.99B invested in HealthEquity in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 39 closing their positions.

Holders
310
Holders Change
-13
Holders Change %
-4.02%
% of All Funds
4.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$604M 10,287,596 -135,383 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$496M 8,455,356 +135,611 +2%
WA
3
Wasatch Advisors
Utah
$453M 7,712,589 +1,980,668 +35%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$266M 4,528,402 +204,378 +5%
William Blair Investment Management
5
William Blair Investment Management
Illinois
$169M 2,870,169 -116,125 -4%
State Street
6
State Street
Massachusetts
$161M 2,750,473 +52,598 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$145M 2,474,430 +331,735 +15%
Brown Advisory
8
Brown Advisory
Maryland
$125M 2,120,875 +135,106 +7%
ACH
9
ArrowMark Colorado Holdings
Colorado
$97.2M 1,655,464 +152,974 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$96.4M 1,642,800 +74,712 +5%
ClearBridge Investments
11
ClearBridge Investments
New York
$93.5M 1,592,430 +454,245 +40%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$85.3M 1,453,130 +26,846 +2%
Franklin Resources
13
Franklin Resources
California
$68.8M 1,171,117 -665 -0.1%
Millennium Management
14
Millennium Management
New York
$68.6M 1,168,908 +112,156 +11%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$67.7M 1,153,867 -120,166 -9%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$67.3M 1,145,680 +55,922 +5%
Northern Trust
17
Northern Trust
Illinois
$66M 1,124,312 -122,426 -10%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$64.9M 1,105,700 +142,179 +15%
SIMG
19
Stephens Investment Management Group
Texas
$61.2M 1,041,871 +8,455 +0.8%
VBA
20
Van Berkom & Associates
Quebec, Canada
$61M 1,038,377 +280,461 +37%
GKIM
21
GW&K Investment Management
Massachusetts
$55.6M 947,137 +116,382 +14%
Charles Schwab
22
Charles Schwab
California
$55M 937,610 +3,902 +0.4%
GCM
23
Geneva Capital Management
Wisconsin
$51.7M 881,421 +13,623 +2%
Bank of America
24
Bank of America
North Carolina
$51.7M 880,993 +175,340 +25%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$50.1M 853,683 -39,016 -4%
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