Millennium Management

Millennium Management’s HealthEquity HQY Stock Holding History

Millennium Management’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 Q1	–	Sell	-145,000	Closed	-$13.9M	–	6095
2024 Q4	$13.9M	Buy	+145,000	New	+$13.5M	0.01%	1851
2023 Q4	–	Sell	-10,000	Closed	-$731K	–	6262
2023 Q3	$731K	Buy	+10,000	New	+$676K	﹤0.01%	4409
2023 Q2	–	Sell	-25,000	Closed	-$1.47M	–	6355
2023 Q1	$1.47M	Buy	+25,000	New	+$1.52M	﹤0.01%	3733
2022 Q2	–	Sell	-50,000	Closed	-$3.37M	–	7178
2022 Q1	$3.37M	Buy	+50,000	New	+$2.7M	﹤0.01%	3386
2021 Q4	–	Sell	-25,000	Closed	-$1.62M	–	7039
2021 Q3	$1.62M	Buy	+25,000	New	+$1.74M	﹤0.01%	4156
2020 Q1	–	Sell	-10,000	Closed	-$741K	–	4126
2019 Q4	$741K	Buy	+10,000	New	+$624K	﹤0.01%	3148
2019 Q3	–	Sell	-7,500	Closed	-$491K	–	4330
2019 Q2	$491K	Sell	7,500 -7,500	-50%	-$522K	﹤0.01%	3249
2019 Q1	$1.11M	Buy	15,000 +10,000	+200%	+$703K	﹤0.01%	2801
2018 Q4	$298K	Buy	5,000 +2,000	+67%	+$161K	﹤0.01%	3221
2018 Q3	$283K	Sell	3,000 -2,000	-40%	-$172K	﹤0.01%	3503
2018 Q2	$376K	Buy	+5,000	New	+$359K	﹤0.01%	3291

Other funds holding HQY

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Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return