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Polar Capital Holdings’s HealthEquity HQY Stock Holding History

Polar Capital Holdings’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
-3,160
Closed -$259K – 311
2024
Q3 		$259K Sell
3,160
-1,325
-30% -$102K ﹤0.01% 278
2024
Q2 		$387K Buy
+4,485
New +$362K ﹤0.01% 265
2022
Q3 		– Sell
-5,145
Closed -$316 – 429
2022
Q2 		$316 Sell
5,145
-1,500
-23% -$96.1K ﹤0.01% 368
2022
Q1 		$448 Sell
6,645
-4,125
-38% -$223K ﹤0.01% 384
2021
Q4 		$476 Hold
10,770
– – ﹤0.01% 381
2021
Q3 		$697 Buy
10,770
+1,891
+21% +$131K ﹤0.01% 328
2021
Q2 		$715 Buy
8,879
+3,198
+56% +$244K ﹤0.01% 330
2021
Q1 		$386K Buy
5,681
+1,300
+30% +$102K ﹤0.01% 310
2020
Q4 		$305K Buy
+4,381
New +$272K ﹤0.01% 315

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

Polar Capital Holdings's HQY Position: Q4 2024 in Review

Polar Capital Holdings sold out of HealthEquity (HQY) in Q4 2024, closing a stake of 3,160 shares — an estimated $259K sold.

Polar Capital Holdings first reported a position in HQY in Q4 2020 and held it in 9 quarters. The position peaked at $387K in Q2 2024. 441 funds tracked by Wall St. Rank hold HQY as of Q4 2024.

  • Polar Capital Holdings reported no remaining HealthEquity position as of Q4 2024 after selling out during the quarter.
  • Polar Capital Holdings sold 3,160 HealthEquity shares in Q4 2024, an estimated $259K.
  • Polar Capital Holdings first reported a position in HealthEquity in Q4 2020 and held it in 9 quarters.
  • Polar Capital Holdings's HealthEquity position peaked at $387K in Q2 2024.
  • 441 funds tracked by Wall St. Rank held HealthEquity as of Q4 2024.

Based on Polar Capital Holdings's 13F filing for Q4 2024, filed 14 Feb 2025.