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HealthEquity

342 hedge funds and large institutions have $6.41B invested in HealthEquity in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more call options, than puts

Call options by funds: $15.2M | Put options by funds: $5.39M

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

20% more capital invested

Capital invested by funds: $5.35B → $6.41B (+$1.06B)

8% more funds holding

Funds holding: 317342 (+25)

3.29% more ownership

Funds ownership: 99.11%102.4% (+3.3%)

3% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 118

Holders
342
Holders Change
+25
Holders Change %
+7.89%
% of All Funds
5.43%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
61
Increased
122
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$733M -$21.3M -314,844 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M +$1.2M +17,759 +0.2%
WA
3
Wasatch Advisors
Utah
$531M +$9.42M +139,453 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$413M +$61.3M +907,743 +19%
State Street
5
State Street
Massachusetts
$206M +$444K +6,576 +0.2%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$193M -$9.96M -147,496 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$170M -$12.4M -182,914 -7%
ClearBridge Investments
8
ClearBridge Investments
New York
$161M +$16.1M +238,116 +12%
Brown Advisory
9
Brown Advisory
Maryland
$151M -$2.53M -37,494 -2%
Millennium Management
10
Millennium Management
New York
$136M +$38.5M +569,806 +44%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$132M +$4.35M +64,429 +4%
ACH
12
ArrowMark Colorado Holdings
Colorado
$115M -$5.27M -77,951 -5%
Franklin Resources
13
Franklin Resources
California
$101M -$4.14M -61,313 -4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$98.2M -$2.01M -29,707 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$95.1M +$7.51M +111,208 +9%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$84M -$247K -3,658 -0.3%
SIMG
17
Stephens Investment Management Group
Texas
$82.8M +$158K +2,336 +0.2%
Northern Trust
18
Northern Trust
Illinois
$81.9M -$1.25M -18,483 -2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$79.4M -$7.96M -117,761 -10%
VBA
20
Van Berkom & Associates
Quebec, Canada
$76.2M +$3.5M +51,824 +5%
Charles Schwab
21
Charles Schwab
California
$71.6M +$1.82M +26,868 +3%
Goldman Sachs
22
Goldman Sachs
New York
$66.2M +$25.1M +371,043 +69%
American Century Companies
23
American Century Companies
Missouri
$65.8M +$11.4M +168,979 +23%
GCM
24
Geneva Capital Management
Wisconsin
$64M +$171K +2,535 +0.3%
GKIM
25
GW&K Investment Management
Massachusetts
$62.4M -$5.74M -84,994 -9%

HQY Hedge Fund Activity: Q3 2023 in Review

342 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q3 2023, worth a combined $6.41B — up 20% from $5.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HQY positions and 34 closed out — a net gain of 27 holders — while 122 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $61.3M. The largest seller was Marshall Wace, exiting entirely with an estimated $30.8M sold.

  • 342 institutional investors held HealthEquity (HQY) as of Q3 2023, up from 317 in Q2 2023.
  • Funds reported $6.41B of HealthEquity stock for Q3 2023, up 20% quarter-over-quarter.
  • 61 funds opened new HealthEquity positions in Q3 2023 and 34 closed out, a net change of +27 holders.
  • The largest HealthEquity buyer in Q3 2023 was Fidelity Investments, an estimated $61.3M added.
  • The largest HealthEquity seller in Q3 2023 was Marshall Wace, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2023.