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Clough Capital Partners’s HealthEquity HQY Stock Holding History

Clough Capital Partners’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-43,500
Closed -$4.56M – 130
2025
Q2 		$4.56M Sell
43,500
-43,500
-50% -$4.12M 0.45% 47
2025
Q1 		$7.69M Buy
87,000
+49,800
+134% +$5.11M 0.96% 40
2024
Q4 		$3.57M Buy
+37,200
New +$3.47M 0.4% 59

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Clough Capital Partners's HQY Position: Q3 2025 in Review

Clough Capital Partners sold out of HealthEquity (HQY) in Q3 2025, closing a stake of 43,500 shares — an estimated $4.56M sold.

Clough Capital Partners first reported a position in HQY in Q4 2024 and held it in 3 quarters. The position peaked at $7.69M in Q1 2025. 493 funds tracked by Wall St. Rank hold HQY as of Q3 2025.

  • Clough Capital Partners reported no remaining HealthEquity position as of Q3 2025 after selling out during the quarter.
  • Clough Capital Partners sold 43,500 HealthEquity shares in Q3 2025, an estimated $4.56M.
  • Clough Capital Partners first reported a position in HealthEquity in Q4 2024 and held it in 3 quarters.
  • Clough Capital Partners's HealthEquity position peaked at $7.69M in Q1 2025.
  • 493 funds tracked by Wall St. Rank held HealthEquity as of Q3 2025.

Based on Clough Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.