HQY icon

HealthEquity
HQY

Overview Fund Activity

350 hedge funds and large institutions have $5.71B invested in HealthEquity in 2023 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 111 increasing their positions, 132 reducing their positions, and 41 closing their positions.

Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.13%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
58
Increased
111
Reduced
132
Closed
41
Calls
$16.1M
Puts
$12M
Net Calls
+$4.11M
Net Calls Change
-$5.68M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$105M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$120M
3
BlackRock
3
BlackRock
New York
$702M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$58.4M
5
Man Group
5
Man Group
United Kingdom
$27.8M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$59.4M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$118M
3
GIM
3
Granahan Investment Management
Massachusetts
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M
5
WA
5
Wasatch Advisors
Utah
$453M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$702M 10,591,921 +560,485 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$571M 8,619,499 +104,084 +1%
WA
3
Wasatch Advisors
Utah
$453M 6,839,831 -427,944 -6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$346M 5,213,015 -435,977 -8%
State Street
5
State Street
Massachusetts
$196M 2,956,410 +133,552 +5%
ClearBridge Investments
6
ClearBridge Investments
New York
$156M 2,357,572 +152,897 +7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$139M 2,091,948 -239,157 -10%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$126M 1,892,924 +84,864 +5%
Brown Advisory
9
Brown Advisory
Maryland
$120M 1,814,403 -255,598 -12%
Mackenzie Financial
10
Mackenzie Financial
Ontario, Canada
$120M 1,807,407 +664,979 +58%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$118M 1,782,911 -862,333 -33%
Morgan Stanley
12
Morgan Stanley
New York
$105M 1,585,668 +884,652 +126%
Franklin Resources
13
Franklin Resources
California
$98.2M 1,480,655 +96,583 +7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$93.5M 1,409,740 +108,108 +8%
ACH
15
ArrowMark Colorado Holdings
Colorado
$80.2M 1,209,652 -369,259 -23%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$80.1M 1,208,626 -135,731 -10%
SIMG
17
Stephens Investment Management Group
Texas
$78.7M 1,186,491 +52,383 +5%
Goldman Sachs
18
Goldman Sachs
New York
$74.9M 1,129,634 +223,428 +25%
Northern Trust
19
Northern Trust
Illinois
$73M 1,101,200 -19,574 -2%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$72.2M 1,088,267 +899 +0.1%
Charles Schwab
21
Charles Schwab
California
$66.5M 1,002,283 +21,766 +2%
VBA
22
Van Berkom & Associates
Quebec, Canada
$65.1M 981,351 -61,119 -6%
Millennium Management
23
Millennium Management
New York
$59.4M 895,195 -971,454 -52%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$58.4M 880,654 +480,971 +120%
GCM
25
Geneva Capital Management
Wisconsin
$57.7M 870,735 -5,613 -0.6%
1
2 3 4 5