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HealthEquity
HQY

Overview Fund Activity

401 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
151
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
AQR Capital Management
Connecticut
$31.2M
3
VNIM
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
BlackRock
New York
$896M
5
Bessemer Group
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
GIM
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
351
Washington Trust Advisors
Massachusetts
$11.7K – – –
MA
352
MCF Advisors
Kentucky
$9.58K +$9.58K +117 New
MG
353
Mather Group
Illinois
$9.09K -$5.57K -68 -38%
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K +$9K +110 New
AF
355
Allworth Financial
California
$8.6K -$982 -12 -10%
Jones Financial Companies
356
Jones Financial Companies
Missouri
$8.47K +$6K +75 +242%
PPC
357
Park Place Capital
Alabama
$8.35K – – –
GRP
358
Global Retirement Partners
California
$7.94K -$5.89K -72 -43%
CFB
359
Cullen/Frost Bankers
Texas
$7.37K +$1.39K +17 +23%
SCM
360
Sterling Capital Management
North Carolina
$7.12K +$7.12K +87 New
AAP
361
Arax Advisory Partners
Colorado
$6.71K -$819 -10 -11%
HIM
362
Hillsdale Investment Management
Ontario, Canada
$6.55K – – –
RIL
363
Rothschild Investment LLC
Illinois
$5.73K +$2.87K +35 +100%
CFD
364
Creative Financial Designs
Indiana
$5.73K +$5.73K +70 New
EBA
365
Eagle Bay Advisors
New York
$5.32K -$3.11K -38 -37%
LFA
366
LGT Financial Advisors
Texas
$4.99K – – –
FNWA
367
Financial Network Wealth Advisors
Utah
$4.83K -$4.83K -59 -50%
EWA
368
EverSource Wealth Advisors
Alabama
$4.83K +$164 +2 +4%
CTC
369
Central Trust Company
Missouri
$4.67K – – –
PS
370
Principal Securities
Iowa
$4.42K +$1.15K +14 +35%
BAM
371
Bellevue Asset Management
Washington
$4.42K – – –
MCM
372
Manchester Capital Management
Vermont
$4.01K – – –
HCA
373
Harbor Capital Advisors
Illinois
$4K +$4K +46 New
HWM
374
Hemington Wealth Management
Virginia
$4K +$4K +55 New
BIA
375
Bell Investment Advisors
California
$3.85K – – –
13 14
15
16 17