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
2025
Q3 		– Sell
-132,500
Closed -$13.9M – 1626
2025
Q2 		$13.9M Sell
132,500
-75,700
-36% -$7.18M 0.03% 634
2025
Q1 		$18.4M Buy
208,200
+199,600
+2,321% +$20.5M 0.03% 461
2024
Q4 		$825K Sell
8,600
-122,200
-93% -$11.4M ﹤0.01% 1298
2024
Q3 		$10.7M Buy
+130,800
New +$10.1M 0.02% 632
2023
Q4 		– Sell
-10,000
Closed -$731K – 1460
2023
Q3 		$731K Buy
10,000
+2,900
+41% +$196K ﹤0.01% 1000
2023
Q2 		$448K Buy
+7,100
New +$412K ﹤0.01% 1071
2021
Q2 		– Sell
-91,500
Closed -$6.22M – 1468
2021
Q1 		$6.22M Hold
91,500
– – 0.02% 592
2020
Q4 		$6.38M Buy
+91,500
New +$5.69M 0.03% 552
2019
Q3 		– Sell
-7,400
Closed -$484K – 1337
2019
Q2 		$484K Hold
7,400
– – ﹤0.01% 894
2019
Q1 		$547K Buy
+7,400
New +$520K ﹤0.01% 941

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.