HealthEquity
352 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 111 increasing their positions, 133 reducing their positions, and 41 closing their positions.
44% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 41
34% more call options, than puts
Call options by funds: $16.1M | Put options by funds: $12M
3% more funds holding
Funds holding: 342 → 352 (+10)
2.04% less ownership
Funds ownership: 102.4% → 100.36% (-2%)
11% less capital invested
Capital invested by funds: $6.41B → $5.71B (-$699M)
17% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 133
57% less funds holding in top 10
Funds holding in top 10: 7 → 3 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$61.3M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$46.1M |
| 3 |
BlackRock
New York
|
+$38.9M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$33.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$67.4M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$59.8M |
| 3 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
-$35.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.2M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$29.7M |
HQY Hedge Fund Activity: Q4 2023 in Review
352 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2023, worth a combined $5.71B — down 11% from $6.41B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HQY positions and 41 closed out — a net gain of 18 holders — while 111 added to existing stakes and 133 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $61.3M. The largest seller was Millennium Management, cutting an estimated $67.4M.
- 352 institutional investors held HealthEquity (HQY) as of Q4 2023, up from 342 in Q3 2023.
- Funds reported $5.71B of HealthEquity stock for Q4 2023, down 11% quarter-over-quarter.
- 59 funds opened new HealthEquity positions in Q4 2023 and 41 closed out, a net change of +18 holders.
- The largest HealthEquity buyer in Q4 2023 was Morgan Stanley, an estimated $61.3M added.
- The largest HealthEquity seller in Q4 2023 was Millennium Management, an estimated $67.4M sold.
Based on aggregated 13F filings for Q4 2023.