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

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
ClearBridge Investments
New York
$198M
3
Franklin Resources
Franklin Resources
California
$130M
4
WA
Wasatch Advisors
Utah
$721M
5
SIMG
Stephens Investment Management Group
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
276
Profund Advisors
Maryland
$393K -$3.26K -34 -0.8%
KeyBank National Association
277
KeyBank National Association
Ohio
$393K +$393K +4,092 New
CAM
278
Cresset Asset Management
Illinois
$387K -$27.6K -288 -7%
CIM
279
CIM Investment Management
Pennsylvania
$381K -$16.3K -170 -4%
AF
280
Avanza Fonder
Sweden
$381K +$381K +3,972 New
KBC Group
281
KBC Group
Belgium
$370K +$134K +1,397 +57%
SA
282
Sanctuary Advisors
Indiana
$369K +$17.6K +159 +5%
CCAL
283
City Center Advisors LLC
Michigan
$367K -$9.4K -98 -2%
Nisa Investment Advisors
284
Nisa Investment Advisors
Missouri
$357K +$28.7K +299 +9%
TI
285
Tidal Investments
Wisconsin
$346K +$6.33K +66 +2%
Cetera Investment Advisers
286
Cetera Investment Advisers
Illinois
$343K +$21.6K +225 +7%
EI
287
Ethic Inc
New York
$341K +$341K +3,554 New
AFG
288
Atomi Financial Group
New York
$341K +$97.1K +1,012 +40%
MIA
289
MeadowBrook Investment Advisors
Michigan
$337K -$54.2K -565 -14%
Envestnet Portfolio Solutions
290
Envestnet Portfolio Solutions
Illinois
$336K -$30.2K -315 -8%
MYIA
291
Mount Yale Investment Advisors
Colorado
$332K -$54.7K -570 -14%
SCM
292
Shelton Capital Management
Colorado
$315K -$15.5K -162 -5%
AA
293
AlphaQ Advisors
Florida
$313K +$313K +3,265 New
QCM
294
Quantinno Capital Management
New York
$305K +$305K +3,174 New
STA
295
Summit Trail Advisors
New York
$300K -$84.1K -876 -22%
BC
296
Bayforest Capital
United Kingdom
$291K +$291K +3,033 New
NAS
297
Nicolet Advisory Services
Wisconsin
$289K -$135K -1,342 -32%
SI
298
Scharf Investments
California
$276K – – –
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$276K -$72.7K -758 -21%
Verition Fund Management
300
Verition Fund Management
Connecticut
$274K +$274K +2,858 New
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12
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