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HealthEquity
HQY

Overview Fund Activity

316 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, 103 increasing their positions, 132 reducing their positions, and 33 closing their positions.

Holders
316
Holders Change
+6
Holders Change %
+1.94%
% 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
103
Reduced
132
Closed
33
Calls
$7.26M
Puts
$6.19M
Net Calls
+$1.07M
Net Calls Change
-$4.35M

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$124M
2
DC
2
Davenport & Co
Virginia
$24M
3
Franklin Resources
3
Franklin Resources
California
$91.3M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$16M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$299M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$450M
2
FAM
2
Fred Alger Management
New York
$11.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$177K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$9.49M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$653M 10,346,280 +58,684 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M 8,497,656 +42,300 +0.5%
WA
3
Wasatch Advisors
Utah
$450M 7,128,322 -584,267 -8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$299M 4,741,249 +212,847 +5%
State Street
5
State Street
Massachusetts
$178M 2,816,282 +65,809 +2%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$176M 2,792,740 -77,429 -3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$159M 2,514,019 +39,589 +2%
Brown Advisory
8
Brown Advisory
Maryland
$133M 2,107,495 -13,380 -0.6%
ClearBridge Investments
9
ClearBridge Investments
New York
$124M 1,966,559 +374,129 +23%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$110M 1,743,631 +100,831 +6%
ACH
11
ArrowMark Colorado Holdings
Colorado
$105M 1,656,862 +1,398 +0.1%
Franklin Resources
12
Franklin Resources
California
$91.3M 1,445,385 +274,268 +23%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$86.8M 1,374,064 -79,066 -5%
Millennium Management
14
Millennium Management
New York
$81.9M 1,296,843 +127,935 +11%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$76.1M 1,205,129 +59,449 +5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$75.2M 1,190,424 +84,724 +8%
Northern Trust
17
Northern Trust
Illinois
$71.9M 1,139,257 +14,945 +1%
Mackenzie Financial
18
Mackenzie Financial
Ontario, Canada
$71.5M 1,146,086 -7,781 -0.7%
SIMG
19
Stephens Investment Management Group
Texas
$71.5M 1,131,772 +89,901 +9%
VBA
20
Van Berkom & Associates
Quebec, Canada
$62.5M 990,646 -47,731 -5%
Charles Schwab
21
Charles Schwab
California
$60.2M 953,649 +16,039 +2%
GKIM
22
GW&K Investment Management
Massachusetts
$59.3M 939,192 -7,945 -0.8%
GCM
23
Geneva Capital Management
Wisconsin
$55.2M 873,813 -7,608 -0.9%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$55.1M 873,037 +78,907 +10%
Bank of America
25
Bank of America
North Carolina
$54.3M 859,678 -21,315 -2%
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