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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 %
GM
351
GeoWealth Management
Illinois
$93.6K -$672 -7 -0.7%
KI
352
Kapitalo Investimentos
Brazil
$89.5K +$89.5K +933 New
HIA
353
Harbor Investment Advisory
Maryland
$88.9K – – –
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$78K +$5.37K +56 +7%
HNB
355
Huntington National Bank
Ohio
$73.6K +$34.7K +362 +89%
LC
356
Lindbrook Capital
California
$72K +$15.5K +162 +28%
CFGS
357
Concourse Financial Group Securities
Alabama
$59.9K -$1.16K -11 -2%
DekaBank Deutsche Girozentrale
358
DekaBank Deutsche Girozentrale
Germany
$52K – – –
Group One Trading
359
Group One Trading
Illinois
$49.1K +$49.1K +512 New
Skandinaviska Enskilda Banken (SEB)
360
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.3K +$43.1K +445 +1,935%
UB
361
UMB Bank
Missouri
$39.7K +$15.7K +164 +66%
SAM
362
Smartleaf Asset Management
Massachusetts
$37.2K +$9.49K +98 +34%
MCM
363
MAI Capital Management
Ohio
$33.6K +$33.6K +350 New
RA
364
Rise Advisors
New York
$33.1K – – –
Mirae Asset Global Investments
365
Mirae Asset Global Investments
South Korea
$29.3K -$5.09K -53 -15%
AWM
366
Avior Wealth Management
Nebraska
$28.9K +$1.25K +13 +5%
T
367
Transce3nd
Texas
$28.8K +$28.8K +300 New
TFA
368
Toth Financial Advisory
Virginia
$27.8K – – –
CA
369
Clearstead Advisors
Ohio
$26.5K – – –
AIM
370
Arcadia Investment Management
Michigan
$25.6K +$25.6K +267 New
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$22.7K -$1.15K -12 -5%
CAS
372
Coppell Advisory Solutions
Texas
$22.5K – – –
WA
373
WPG Advisers
Maryland
$22.3K +$22.3K +232 New
WTC
374
WhitTier Trust Company
Nevada
$21.3K – – –
MG
375
Mather Group
Illinois
$20.7K +$10.1K +105 +95%
13 14
15
16 17