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HealthEquity
HQY

Overview Fund Activity

386 hedge funds and large institutions have $7.59B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+21
Holders Change %
+5.75%
% of All Funds
5.61%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
121
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.8M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$28.1M
3
GIM
Generate Investment Management
New Zealand
+$24.2M
4
WP
Woodline Partners
California
+$23.7M
5
RIM
Ranger Investment Management
Texas
+$21.6M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
-$85.3M
2
Millennium Management
Millennium Management
New York
-$43.4M
3
Goldman Sachs
Goldman Sachs
New York
-$35.7M
4
Man Group
Man Group
United Kingdom
-$17.9M
5
BlackRock
BlackRock
New York
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
226
Vanguard Personalized Indexing Management
California
$666K +$54K +626 +9%
BNP Paribas Financial Markets
227
BNP Paribas Financial Markets
France
$663K -$3.59M -41,594 -84%
SWM
228
Sendero Wealth Management
Texas
$655K – – –
SAM
229
Securian Asset Management
Minnesota
$598K -$8.62K -100 -1%
PRC
230
Pearl River Capital
Michigan
$584K -$145K -1,682 -20%
IFWM
231
Institute for Wealth Management
Colorado
$577K -$6.9K -80 -1%
NFP
232
Narus Financial Partners
Utah
$563K +$182K +2,110 +48%
BCM
233
BTC Capital Management
Iowa
$557K -$25.5K -296 -4%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$556K +$262K +3,044 +89%
NAM
235
NorthCrest Asset Manangement
Minnesota
$552K – – –
SI
236
Stephens Inc
Arkansas
$529K +$23.3K +270 +5%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$500K -$352K -4,081 -41%
MFS
238
Mattson Financial Services
Michigan
$477K +$477K +5,536 New
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
$465K +$465K +5,400 New
RCM
240
Radnor Capital Management
Pennsylvania
$456K +$38.3K +444 +9%
SOW
241
State of Wyoming
Wyoming
$442K +$30.7K +356 +7%
PI
242
PEAK6 Investments
Illinois
$438K -$463K -5,366 -51%
OSAM
243
O'Shaughnessy Asset Management
Connecticut
$432K -$18.1K -210 -4%
NSEDCP
244
NJ State Employees Deferred Compensation Plan
New Jersey
$431K – – –
AWA
245
Arkadios Wealth Advisors
Georgia
$426K +$3.1K +36 +0.7%
VI
246
Vestcor Inc
New Brunswick, Canada
$422K – – –
BPA
247
Beacon Pointe Advisors
California
$396K -$6.9K -80 -2%
PCH
248
Polar Capital Holdings
United Kingdom
$387K +$387K +4,485 New
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$384K +$39.8K +462 +12%
CIM
250
CIM Investment Management
Pennsylvania
$377K -$63.6K -738 -14%
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