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HealthEquity
HQY

Overview Fund Activity

341 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, 121 increasing their positions, 118 reducing their positions, and 34 closing their positions.

Holders
341
Holders Change
+25
Holders Change %
+7.91%
% of All Funds
5.44%
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
121
Reduced
118
Closed
34
Calls
$15.2M
Puts
$5.39M
Net Calls
+$9.79M
Net Calls Change
+$8.72M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$413M
2
Millennium Management
2
Millennium Management
New York
$136M
3
Goldman Sachs
3
Goldman Sachs
New York
$66.2M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.5M
5
EP
5
Eversept Partners
New York
$24.7M

Top Sellers

1
Marshall Wace
1
Marshall Wace
United Kingdom
$0
2
BlackRock
2
BlackRock
New York
$733M
3
Bank of America
3
Bank of America
North Carolina
$46M
4
Norges Bank
4
Norges Bank
Norway
$32.3M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$41M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$733M 10,031,436 -314,844 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$622M 8,515,415 +17,759 +0.2%
WA
3
Wasatch Advisors
Utah
$531M 7,267,775 +139,453 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$413M 5,648,992 +907,743 +19%
State Street
5
State Street
Massachusetts
$206M 2,822,858 +6,576 +0.2%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$193M 2,645,244 -147,496 -5%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$170M 2,331,105 -182,914 -7%
ClearBridge Investments
8
ClearBridge Investments
New York
$161M 2,204,675 +238,116 +12%
Brown Advisory
9
Brown Advisory
Maryland
$151M 2,070,001 -37,494 -2%
Millennium Management
10
Millennium Management
New York
$136M 1,866,649 +569,806 +44%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$132M 1,808,060 +64,429 +4%
ACH
12
ArrowMark Colorado Holdings
Colorado
$115M 1,578,911 -77,951 -5%
Franklin Resources
13
Franklin Resources
California
$101M 1,384,072 -61,313 -4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$98.2M 1,344,357 -29,707 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$95.1M 1,301,632 +111,208 +9%
Mackenzie Financial
16
Mackenzie Financial
Ontario, Canada
$84M 1,142,428 -3,658 -0.3%
SIMG
17
Stephens Investment Management Group
Texas
$82.8M 1,134,108 +2,336 +0.2%
Northern Trust
18
Northern Trust
Illinois
$81.9M 1,120,774 -18,483 -2%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$79.4M 1,087,368 -117,761 -10%
VBA
20
Van Berkom & Associates
Quebec, Canada
$76.2M 1,042,470 +51,824 +5%
Charles Schwab
21
Charles Schwab
California
$71.6M 980,517 +26,868 +3%
Goldman Sachs
22
Goldman Sachs
New York
$66.2M 906,206 +371,043 +69%
American Century Companies
23
American Century Companies
Missouri
$65.8M 900,408 +168,979 +23%
GCM
24
Geneva Capital Management
Wisconsin
$64M 876,348 +2,535 +0.3%
GKIM
25
GW&K Investment Management
Massachusetts
$62.4M 854,198 -84,994 -9%
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