HealthEquity
316 hedge funds and large institutions have $5.35B invested in HealthEquity in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 104 increasing their positions, 132 reducing their positions, and 33 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more first-time investments, than exits
New positions opened: 39 | 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: 311 → 316 (+5)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$21.7M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$17.3M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$15.9M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$14.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$33.9M |
| 2 |
FAM
Fred Alger Management
New York
|
-$24.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$21M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$18.5M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$15.5M |
HQY Hedge Fund Activity: Q2 2023 in Review
316 of the 6,383 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: 39 funds opened new HQY positions and 33 closed out — a net gain of 6 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.
- 316 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.
- 39 funds opened new HealthEquity positions in Q2 2023 and 33 closed out, a net change of +6 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.