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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 %
IFWM
251
Institute for Wealth Management
Colorado
$629K -$1.15K -12 -0.2%
BCM
252
BTC Capital Management
Iowa
$628K -$66.7K -695 -10%
NAM
253
NorthCrest Asset Manangement
Minnesota
$614K +$96 +1 +0%
EC
254
EntryPoint Capital
New York
$591K +$591K +6,158 New
CB
255
Commerce Bank
Missouri
$585K -$177K -1,841 -23%
SI
256
Stephens Inc
Arkansas
$580K -$41.4K -431 -7%
CGH
257
Crossmark Global Holdings
Texas
$579K +$5.47K +57 +1%
NFP
258
Narus Financial Partners
Utah
$563K -$63.6K -663 -10%
SOW
259
State of Wyoming
Wyoming
$551K +$1.34K +14 +0.2%
SC
260
Shay Capital
New York
$547K +$547K +5,700 New
RCM
261
Radnor Capital Management
Pennsylvania
$546K +$41.8K +436 +8%
FC
262
FORA Capital
Florida
$536K +$536K +5,582 New
SG Americas Securities
263
SG Americas Securities
New York
$523K -$596K -6,216 -53%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$514K +$40.3K +420 +9%
HFM
265
Harvest Fund Management
China
$512K +$512K +5,334 New
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$491K +$141K +1,466 +40%
NSEDCP
267
NJ State Employees Deferred Compensation Plan
New Jersey
$480K – – –
VI
268
Vestcor Inc
New Brunswick, Canada
$476K +$6.43K +67 +1%
AWA
269
Arkadios Wealth Advisors
Georgia
$456K -$17.8K -185 -4%
AssetMark Inc
270
AssetMark Inc
California
$451K +$15.2K +158 +3%
OSAM
271
O'Shaughnessy Asset Management
Connecticut
$445K +$106K +1,108 +31%
EWA
272
EP Wealth Advisors
California
$437K +$38.7K +403 +10%
Wolverine Trading
273
Wolverine Trading
Illinois
$436K +$108K +1,114 +33%
XT
274
XTX Topco
Cayman Islands
$432K +$432K +4,500 New
Simplex Trading
275
Simplex Trading
Illinois
$409K +$109K +1,137 +36%
9 10
11
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