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HealthEquity
HQY

Overview Fund Activity

479 hedge funds and large institutions have $9.42B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+19
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
173
Reduced
172
Closed
50
Calls
$19.9M
Puts
$22.1M
Net Calls
-$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$127M
2
Norges Bank
2
Norges Bank
Norway
$75.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$133M
4
ACP
4
Atalan Capital Partners
New York
$73.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$116M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$639M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
3
Franklin Resources
California
$87.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$1.12B 10,723,982 -144,118 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$891M 8,502,706 -319,132 -4%
WA
3
Wasatch Advisors
Utah
$639M 6,101,064 -1,132,972 -16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$528M 5,040,016 +54,803 +1%
State Street
5
State Street
Massachusetts
$334M 3,184,220 -95,848 -3%
Invesco
6
Invesco
Georgia
$248M 2,365,860 -80,338 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$225M 2,147,178 +4,386 +0.2%
Brown Advisory
8
Brown Advisory
Maryland
$170M 1,627,024 -305,906 -16%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$159M 1,520,854 -12,519 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$147M 1,404,168 -3,126 -0.2%
ClearBridge Investments
11
ClearBridge Investments
New York
$138M 1,321,383 -531,714 -29%
Mackenzie Financial
12
Mackenzie Financial
Ontario, Canada
$133M 1,267,168 -399,410 -24%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$133M 1,265,208 +701,819 +125%
Citadel Advisors
14
Citadel Advisors
Florida
$127M 1,210,386 +777,148 +179%
Charles Schwab
15
Charles Schwab
California
$118M 1,129,115 +28,145 +3%
GCM
16
Geneva Capital Management
Wisconsin
$116M 1,108,241 +64,487 +6%
AQR Capital Management
17
AQR Capital Management
Connecticut
$116M 1,107,448 +661,795 +149%
Northern Trust
18
Northern Trust
Illinois
$114M 1,087,339 -39,644 -4%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$113M 1,080,794 +176,435 +20%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$108M 1,031,328 -81,619 -7%
SIMG
21
Stephens Investment Management Group
Texas
$106M 1,016,333 -53,113 -5%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$96.9M 924,922 +75,982 +9%
Goldman Sachs
23
Goldman Sachs
New York
$96.1M 917,283 -215,883 -19%
GF
24
Greenhouse Funds
Maryland
$95.5M 911,815 +146,630 +19%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$89.3M 852,595 +7,556 +0.9%
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