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
-179,400
Closed -$18.8M – 1627
2025
Q2 		$18.8M Buy
179,400
+13,000
+8% +$1.23M 0.04% 507
2025
Q1 		$14.7M Buy
166,400
+156,800
+1,633% +$16.1M 0.03% 538
2024
Q4 		$921K Sell
9,600
-48,700
-84% -$4.54M ﹤0.01% 1282
2024
Q3 		$4.77M Buy
+58,300
New +$4.5M 0.01% 909
2024
Q1 		– Sell
-11,100
Closed -$736K – 1428
2023
Q4 		$736K Buy
+11,100
New +$770K ﹤0.01% 1160
2023
Q3 		– Sell
-9,400
Closed -$594K – 1354
2023
Q2 		$594K Buy
+9,400
New +$545K ﹤0.01% 1043
2021
Q2 		– Sell
-13,000
Closed -$884K – 1470
2021
Q1 		$884K Buy
+13,000
New +$1.02M ﹤0.01% 993
2020
Q3 		– Sell
-56,600
Closed -$3.32M – 1392
2020
Q2 		$3.32M Sell
56,600
-15,600
-22% -$863K 0.01% 754
2020
Q1 		$3.65M Buy
72,200
+36,900
+105% +$2.45M 0.02% 568
2019
Q4 		$2.62M Sell
35,300
-21,100
-37% -$1.32M 0.01% 655
2019
Q3 		$3.22M Sell
56,400
-4,300
-7% -$285K 0.01% 583
2019
Q2 		$3.97M Sell
60,700
-7,300
-11% -$508K 0.02% 511
2019
Q1 		$5.03M Buy
+68,000
New +$4.78M 0.03% 440

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.