Twin Tree Management
HQY icon

Twin Tree Management’s HealthEquity HQY Stock Holding History

Twin Tree 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
Q1 		– Sell
-9,468
Closed -$628K – 1427
2023
Q4 		$628K Buy
+9,468
New +$656K ﹤0.01% 1182
2023
Q3 		– Sell
-3,019
Closed -$204K – 1353
2023
Q2 		$191K Sell
3,019
-8,552
-74% -$496K ﹤0.01% 1119
2023
Q1 		$679K Buy
11,571
+1,228
+12% +$74.6K ﹤0.01% 1052
2022
Q4 		$638K Buy
+10,343
New +$695K ﹤0.01% 1092
2022
Q3 		– Sell
-6,339
Closed -$389K – 1471
2022
Q2 		$389K Buy
+6,339
New +$406K ﹤0.01% 1310
2021
Q2 		– Sell
-1,082
Closed -$74K – 1469
2021
Q1 		$74K Buy
+1,082
New +$85K ﹤0.01% 1192
2020
Q3 		– Sell
-45,628
Closed -$2.68M – 1391
2020
Q2 		$2.68M Sell
45,628
-14,372
-24% -$795K 0.01% 815
2020
Q1 		$3.04M Buy
60,000
+52,757
+728% +$3.5M 0.01% 615
2019
Q4 		$536K Sell
7,243
-31,973
-82% -$1.99M ﹤0.01% 960
2019
Q3 		$2.24M Sell
39,216
-1,120
-3% -$74.3K 0.01% 658
2019
Q2 		$2.64M Buy
40,336
+21,459
+114% +$1.49M 0.01% 602
2019
Q1 		$1.4M Buy
+18,877
New +$1.33M 0.01% 753

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

Twin Tree Management's HQY Position: Q1 2024 in Review

Twin Tree Management sold out of HealthEquity (HQY) in Q1 2024, closing a stake of 9,468 shares — an estimated $628K sold.

Twin Tree Management first reported a position in HQY in Q1 2019 and held it in 12 quarters. The position peaked at $3.04M in Q1 2020. 366 funds tracked by Wall St. Rank hold HQY as of Q1 2024.

  • Twin Tree Management reported no remaining HealthEquity position as of Q1 2024 after selling out during the quarter.
  • Twin Tree Management sold 9,468 HealthEquity shares in Q1 2024, an estimated $628K.
  • Twin Tree Management first reported a position in HealthEquity in Q1 2019 and held it in 12 quarters.
  • Twin Tree Management's HealthEquity position peaked at $3.04M in Q1 2020.
  • 366 funds tracked by Wall St. Rank held HealthEquity as of Q1 2024.

Based on Twin Tree Management's 13F filing for Q1 2024, filed 9 May 2024.