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HealthEquity
HQY

Overview Fund Activity

439 hedge funds and large institutions have $8.65B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+38
Holders Change %
+9.48%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
89
Increased
162
Reduced
141
Closed
43
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$78.1M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
ITP
4
Iron Triangle Partners
Connecticut
$32.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$24.6M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$198M
3
Franklin Resources
3
Franklin Resources
California
$130M
4
WA
4
Wasatch Advisors
Utah
$721M
5
SIMG
5
Stephens Investment Management Group
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$882K -$10.5K -109 -1%
CM
227
Caption Management
Oklahoma
$875K +$875K +9,120 New
VI
228
Versor Investments
New York
$873K +$873K +9,100 New
HA
229
HC Advisors
Georgia
$866K -$250K -2,604 -22%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$852K -$147K -1,529 -15%
BBL
231
Beck Bode LLC
Massachusetts
$849K -$9.5K -99 -1%
CTA
232
Chesley Taft & Associates
Illinois
$837K +$837K +8,725 New
AI
233
Atria Investments
North Carolina
$803K -$63.8K -665 -7%
LCG
234
Lisanti Capital Growth
New York
$796K +$796K +8,300 New
TRCT
235
Tower Research Capital (TRC)
New York
$791K +$407K +4,237 +106%
Federated Hermes
236
Federated Hermes
Pennsylvania
$788K -$89.8K -936 -10%
LCM
237
Legato Capital Management
California
$778K +$778K +8,110 New
CWM
238
CIBC World Markets
New York
$770K +$770K +8,030 New
Adage Capital Partners
239
Adage Capital Partners
Massachusetts
$768K +$768K +8,000 New
VPIM
240
Vanguard Personalized Indexing Management
California
$766K +$46.2K +482 +6%
SSWM
241
Sheets Smith Wealth Management
North Carolina
$764K +$26.2K +273 +4%
SWM
242
Sendero Wealth Management
Texas
$729K – – –
CIC
243
Chase Investment Counsel
Virginia
$711K +$143K +1,497 +25%
CIC
244
Cornercap Investment Counsel
Georgia
$711K – – –
Canada Pension Plan Investment Board
245
Canada Pension Plan Investment Board
Ontario, Canada
$691K -$979K -10,200 -59%
SAM
246
Stansberry Asset Management
Texas
$677K +$677K +7,058 New
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
$666K -$474K -4,926 -42%
II
248
Inspire Investing
Idaho
$665K -$1.64M -17,095 -71%
Arrowstreet Capital
249
Arrowstreet Capital
Massachusetts
$640K -$10.7M -111,794 -94%
SAM
250
Securian Asset Management
Minnesota
$633K -$15.8K -165 -2%
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