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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 %
DWM
301
Dakota Wealth Management
Florida
$273K +$4.13K +43 +2%
IC
302
IEQ Capital
California
$271K – – –
FTWA
303
Fifth Third Wealth Advisors
Ohio
$270K -$10.5K -109 -4%
FCM
304
Farallon Capital Management
California
$269K – – –
OF
305
Optimize Financial
California
$266K +$266K +2,772 New
GPWM
306
Grant Private Wealth Management
California
$265K +$265K +2,759 New
LFAS
307
Level Four Advisory Services
Texas
$263K +$13.2K +138 +5%
HWM
308
HB Wealth Management
Georgia
$261K +$261K +2,717 New
HSBC Holdings
309
HSBC Holdings
United Kingdom
$259K -$6.84M -71,248 -96%
MML Investors Services
310
MML Investors Services
Massachusetts
$256K +$9.32K +97 +4%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$253K +$13.3K +139 +6%
NAAA
312
New Age Alpha Advisors
New York
$249K +$249K +2,591 New
SWP
313
Stratos Wealth Partners
Ohio
$246K -$768 -8 -0.3%
SAM
314
Shell Asset Management
Netherlands
$244K – – –
CWP
315
Curated Wealth Partners
California
$242K +$242K +2,521 New
GS
316
GTS Securities
New York
$239K +$239K +2,493 New
VWM
317
Venturi Wealth Management
Texas
$238K +$238K +2,485 New
ECM
318
Everence Capital Management
Indiana
$233K +$233K +2,430 New
BCI
319
Brinker Capital Investments
Pennsylvania
$230K -$83K -865 -27%
OPS
320
Orion Portfolio Solutions
Nebraska
$230K -$83K -865 -27%
ARMT
321
Amica Retiree Medical Trust
Rhode Island
$229K – – –
BP
322
Ballentine Partners
Massachusetts
$228K +$228K +2,377 New
PGFC
323
Peapack-Gladstone Financial Corp
New Jersey
$226K +$226K +2,357 New
PWG
324
Portside Wealth Group
Utah
$225K +$225K +2,349 New
ET
325
Entropy Technologies
New York
$224K +$224K +2,332 New
11 12
13
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