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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 %
OPS
276
Orion Portfolio Solutions
Nebraska
$286K +$286K +3,319 New
BCI
277
Brinker Capital Investments
Pennsylvania
$286K +$286K +3,319 New
DWM
278
Dakota Wealth Management
Florida
$270K +$11.6K +135 +4%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$265K +$265K +3,071 New
PWPS
280
Pinnacle Wealth Planning Services
Ohio
$256K -$22.9K -266 -8%
N
281
Natixis
France
$254K +$254K +2,943 New
Truist Financial
282
Truist Financial
North Carolina
$247K +$16.2K +188 +7%
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$246K +$17.1K +198 +7%
IC
284
IEQ Capital
California
$243K – – –
FCM
285
Farallon Capital Management
California
$241K – – –
CS
286
Candriam SCA
Luxembourg
$240K +$240K +2,784 New
LCM
287
Legato Capital Management
California
$240K -$324K -3,755 -57%
RJT
288
Raymond James Trust
Florida
$239K +$4.48K +52 +2%
FTWA
289
Fifth Third Wealth Advisors
Ohio
$238K +$238K +2,762 New
Nomura Holdings
290
Nomura Holdings
Japan
$232K +$232K +2,695 New
SWP
291
Stratos Wealth Partners
Ohio
$227K +$862 +10 +0.4%
MML Investors Services
292
MML Investors Services
Massachusetts
$223K +$223K +2,592 New
Bessemer Group
293
Bessemer Group
New Jersey
$215K -$30.2K -350 -12%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$209K +$209K +2,419 New
QCG
295
Quadrant Capital Group
Ohio
$192K +$33.3K +386 +21%
KBC Group
296
KBC Group
Belgium
$183K +$21.5K +249 +13%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$172K -$17.2K -200 -9%
S
298
SignatureFD
Georgia
$154K +$58.5K +679 +61%
Osaic Holdings
299
Osaic Holdings
Arizona
$151K -$122K -1,414 -45%
OAM
300
Ostrum Asset Management
France
$148K +$24.7K +286 +20%
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