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HealthEquity
HQY
HQY
511 hedge funds and large institutions have $8.16B invested in HealthEquity in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 183 increasing their positions, 180 reducing their positions, and 60 closing their positions.
New
Increased
Maintained
Reduced
Closed
268% more call options, than puts
Call options by funds: $20.1M | Put options by funds: $5.45M
50% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 60
4% more funds holding
Funds holding: 493 → 511 (+18)
1.56% more ownership
Funds ownership: 102.73% → 104.29% (+1.6%)
2% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 180
3% less capital invested
Capital invested by funds: $8.38B → $8.16B (-$222M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Holders
511
Holders Change
+18
Holders Change %
+3.65%
% of All Funds
6.22%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
90
Increased
183
Reduced
180
Closed
60
Calls
$20.1M
Puts
$5.45M
Net Calls
+$14.6M
Net Calls Change
+$1.16M
Top Buyers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$178M |
| 2 |
Millennium Management
New York
|
+$54.9M |
| 3 |
CCM
Cadian Capital Management
New York
|
+$54.3M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$41.9M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$27M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$138M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$120M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$60M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$47.7M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36.3M |
