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HealthEquity

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

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

17% more call options, than puts

Call options by funds: $7.26M | Put options by funds: $6.19M

7% more capital invested

Capital invested by funds: $4.99B → $5.35B (+$357M)

2% more funds holding

Funds holding: 311317 (+6)

1.39% less ownership

Funds ownership: 100.5%99.11% (-1.4%)

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 132

Holders
317
Holders Change
+6
Holders Change %
+1.93%
% of All Funds
4.98%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$653M +$3.4M +58,684 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M +$2.45M +42,300 +0.5%
WA
3
Wasatch Advisors
Utah
$450M -$33.9M -584,267 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$299M +$12.3M +212,847 +5%
State Street
5
State Street
Massachusetts
$178M +$3.82M +65,809 +2%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$176M -$4.49M -77,429 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$159M +$2.3M +39,589 +2%
Brown Advisory
8
Brown Advisory
Maryland
$133M -$776K -13,380 -0.6%
ClearBridge Investments
9
ClearBridge Investments
New York
$124M +$21.7M +374,129 +23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$110M +$5.85M +100,831 +6%
ACH
11
ArrowMark Colorado Holdings
Colorado
$105M +$81.1K +1,398 +0.1%
Franklin Resources
12
Franklin Resources
California
$91.3M +$15.9M +274,268 +23%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$86.8M -$4.58M -79,066 -5%
Millennium Management
14
Millennium Management
New York
$81.9M +$7.42M +127,935 +11%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$76.1M +$3.45M +59,449 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$75.2M +$4.91M +84,724 +8%
Northern Trust
17
Northern Trust
Illinois
$71.9M +$867K +14,945 +1%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$71.5M -$451K -7,781 -0.7%
SIMG
19
Stephens Investment Management Group
Texas
$71.5M +$5.21M +89,901 +9%
VBA
20
Van Berkom & Associates
Quebec, Canada
$62.5M -$2.77M -47,731 -5%
Charles Schwab
21
Charles Schwab
California
$60.2M +$930K +16,039 +2%
GKIM
22
GW&K Investment Management
Massachusetts
$59.3M -$461K -7,945 -0.8%
GCM
23
Geneva Capital Management
Wisconsin
$55.2M -$441K -7,608 -0.9%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$55.1M +$4.58M +78,907 +10%
Bank of America
25
Bank of America
North Carolina
$54.3M -$1.24M -21,315 -2%

HQY Hedge Fund Activity: Q2 2023 in Review

317 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2023, worth a combined $5.35B — up 7.2% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HQY positions and 33 closed out — a net gain of 7 holders — while 104 added to existing stakes and 132 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $21.7M. The largest seller was Wasatch Advisors, cutting an estimated $33.9M.

  • 317 institutional investors held HealthEquity (HQY) as of Q2 2023, up from 311 in Q1 2023.
  • Funds reported $5.35B of HealthEquity stock for Q2 2023, up 7.2% quarter-over-quarter.
  • 40 funds opened new HealthEquity positions in Q2 2023 and 33 closed out, a net change of +7 holders.
  • The largest HealthEquity buyer in Q2 2023 was ClearBridge Investments, an estimated $21.7M added.
  • The largest HealthEquity seller in Q2 2023 was Wasatch Advisors, an estimated $33.9M sold.

Based on aggregated 13F filings for Q2 2023.