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Natixis’s HealthEquity HQY Stock Holding History

Natixis’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
2024
Q4 		– Sell
-2,360
Closed -$193K – 1114
2024
Q3 		$193K Sell
2,360
-583
-20% -$45K ﹤0.01% 710
2024
Q2 		$254K Buy
+2,943
New +$238K ﹤0.01% 675
2024
Q1 		– Sell
-71,695
Closed -$4.75M – 1107
2023
Q4 		$4.75M Buy
+71,695
New +$4.97M 0.03% 302
2021
Q1 		– Sell
-10,022
Closed -$699K – 1119
2020
Q4 		$699K Buy
+10,022
New +$623K ﹤0.01% 858
2017
Q4 		– Sell
-7,395
Closed -$374K – 987
2017
Q3 		$374K Buy
+7,395
New +$344K ﹤0.01% 805
2017
Q2 		– Sell
-4,800
Closed -$204K – 892
2017
Q1 		$204K Buy
+4,800
New +$212K ﹤0.01% 886

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Natixis's HQY Position: Q4 2024 in Review

Natixis sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 2,360 shares — an estimated $193K sold.

Natixis first reported a position in HQY in Q1 2017 and held it in 6 quarters. The position peaked at $4.75M in Q4 2023. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Natixis reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Natixis sold 2,360 HealthEquity shares in Q4 2024, an estimated $193K.
  • Natixis first reported a position in HealthEquity in Q1 2017 and held it in 6 quarters.
  • Natixis's HealthEquity position peaked at $4.75M in Q4 2023.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Natixis's 13F filing for Q4 2024, filed 13 Feb 2025.