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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 %
QCG
326
Quadrant Capital Group
Ohio
$224K +$22.4K +233 +11%
CIP
327
Convergence Investment Partners
Florida
$217K +$217K +2,262 New
HWAM
328
Hennion & Walsh Asset Management
New Jersey
$215K +$215K +2,240 New
FFM
329
Forum Financial Management
Illinois
$214K +$214K +2,232 New
GT
330
Greenleaf Trust
Michigan
$214K +$214K +2,232 New
AC
331
Aristeia Capital
Connecticut
$209K +$209K +2,177 New
MYAM
332
Meiji Yasuda Asset Management
Japan
$205K +$205K +2,141 New
PAG
333
Private Advisor Group
New Jersey
$203K -$41.5K -432 -17%
BHCM
334
Brevan Howard Capital Management
Jersey
$200K +$200K +2,089 New
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$192K +$46.3K +475 +32%
1IA
336
1620 Investment Advisors
Massachusetts
$189K +$58.2K +607 +44%
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$187K +$14.4K +150 +8%
OAM
338
Ostrum Asset Management
France
$179K +$84.3K +879 +89%
WSFS
339
Wilmington Savings Fund Society
Delaware
$175K -$576 -6 -0.3%
RA
340
RiverPark Advisors
New York
$168K -$102K -1,061 -38%
C
341
Covestor
United Kingdom
$143K -$3.07K -32 -2%
MFS
342
Mattson Financial Services
Michigan
$141K -$306K -3,743 -69%
NIMI
343
Natixis Investment Managers International
France
$127K – – –
Jones Financial Companies
344
Jones Financial Companies
Missouri
$123K +$113K +1,179 +1,112%
GI
345
GAMMA Investing
California
$120K +$29.6K +309 +33%
S
346
SignatureFD
Georgia
$111K -$16.6K -173 -13%
PA
347
Parallel Advisors
California
$111K +$192 +2 +0.2%
Osaic Holdings
348
Osaic Holdings
Arizona
$110K +$31.2K +325 +40%
FHA
349
First Horizon Advisors
Tennessee
$107K +$36K +375 +51%
OC
350
Oarsman Capital
Wisconsin
$95.7K +$4.89K +51 +5%
12 13
14
15 16