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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 %
IAN
251
Integrated Advisors Network
Texas
$374K +$374K +4,335 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$373K -$566K -6,570 -60%
SPA
253
Sherbrooke Park Advisers
New York
$373K +$81.7K +948 +28%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$371K +$28.7K +333 +8%
MIA
255
MeadowBrook Investment Advisors
Michigan
$353K +$431 +5 +0.1%
PA
256
Profund Advisors
Maryland
$352K -$63.2K -733 -15%
MYIA
257
Mount Yale Investment Advisors
Colorado
$346K -$1.72K -20 -0.5%
STA
258
Summit Trail Advisors
New York
$344K +$54.3K +630 +19%
HFM
259
Harvest Fund Management
China
$343K +$235K +2,728 +217%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$341K +$22K +255 +7%
AA
261
AlphaMark Advisors
Kentucky
$332K -$64.2K -744 -16%
BFA
262
Brown Financial Advisors
Ohio
$331K +$331K +3,838 New
BCM
263
Bayesian Capital Management
New York
$328K +$328K +3,800 New
SG Americas Securities
264
SG Americas Securities
New York
$327K +$107K +1,241 +49%
GAM
265
Gotham Asset Management
New York
$320K +$320K +3,710 New
CCAL
266
City Center Advisors LLC
Michigan
$317K – – –
NAS
267
Nicolet Advisory Services
Wisconsin
$315K +$45.9K +581 +17%
TFA
268
Toth Financial Advisory
Virginia
$315K +$315K +3,650 New
TI
269
Tidal Investments
Wisconsin
$314K +$314K +3,642 New
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$314K +$8.45K +98 +3%
CC
271
Corton Capital
Ontario, Canada
$313K -$64.4K -747 -17%
VI
272
Versor Investments
New York
$310K +$310K +3,600 New
CAM
273
Cresset Asset Management
Illinois
$310K +$95K +1,102 +44%
SCM
274
Shelton Capital Management
Colorado
$309K -$13.8K -160 -4%
JDR
275
Jay D. Rosenbaum
$288K +$62.1K +720 +28%
9 10
11
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