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Neo Ivy Capital Management’s HealthEquity HQY Stock Holding History

Neo Ivy Capital 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
2024
Q4 		– Sell
-5,770
Closed -$472K – 334
2024
Q3 		$472K Buy
+5,770
New +$445K 0.15% 188
2023
Q4 		– Sell
-3,600
Closed -$263K – 360
2023
Q3 		$263K Buy
+3,600
New +$243K 0.12% 216
2022
Q4 		– Sell
-1,741
Closed -$117K – 432
2022
Q3 		$117K Buy
1,741
+1,690
+3,314% +$107K 0.31% 130
2022
Q2 		$3K Buy
+51
New +$3.27K 0.01% 364
2021
Q3 		– Sell
-2,763
Closed -$222K – 546
2021
Q2 		$222K Sell
2,763
-2,419
-47% -$184K 0.22% 163
2021
Q1 		$352K Buy
5,182
+3,542
+216% +$278K 0.39% 84
2020
Q4 		$114K Buy
1,640
+69
+4% +$4.29K 0.13% 242
2020
Q3 		$80K Buy
+1,571
New +$86.3K 0.08% 312
2020
Q1 		– Sell
-2,198
Closed -$163K – 497
2019
Q4 		$163K Buy
+2,198
New +$137K 0.19% 170
2019
Q2 		– Sell
-3,664
Closed -$271K – 333
2019
Q1 		$271K Sell
3,664
-1,864
-34% -$131K 0.15% 186
2018
Q4 		$330K Buy
+5,528
New +$446K 0.26% 166

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

Neo Ivy Capital Management's HQY Position: Q4 2024 in Review

Neo Ivy Capital Management sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 5,770 shares — an estimated $472K sold.

Neo Ivy Capital Management first reported a position in HQY in Q4 2018 and held it in 11 quarters. The position peaked at $472K in Q3 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Neo Ivy Capital Management reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Neo Ivy Capital Management sold 5,770 HealthEquity shares in Q4 2024, an estimated $472K.
  • Neo Ivy Capital Management first reported a position in HealthEquity in Q4 2018 and held it in 11 quarters.
  • Neo Ivy Capital Management's HealthEquity position peaked at $472K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Neo Ivy Capital Management's 13F filing for Q4 2024, filed 18 Feb 2025.