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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 %
CA
376
Continuum Advisory
Idaho
$3.83K -$1.34K -14 -26%
BWL
377
Bogart Wealth LLC
Virginia
$3.77K – – –
JWA
378
JFS Wealth Advisors
Pennsylvania
$3.68K +$82 +1 +2%
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$3.11K – – –
PWMG
380
Private Wealth Management Group
New Jersey
$2.78K – – –
FG
381
Fairman Group
Pennsylvania
$2.46K – – –
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.05K – – –
Skandinaviska Enskilda Banken (SEB)
383
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.88K +$1.88K +23 New
HI
384
Harbour Investments
Wisconsin
$1.56K +$655 +8 +73%
CPA
385
Capital Performance Advisors
California
$1.56K +$1.56K +19 New
SIC
386
SJS Investment Consulting
Ohio
$1.07K – – –
DPW
387
DiNuzzo Private Wealth
Pennsylvania
$1.07K – – –
SS
388
Sunbelt Securities
Texas
$1.06K – – –
S
389
Sachetta
Massachusetts
$983 -$2.05K -25 -68%
AWM
390
Abound Wealth Management
Tennessee
$819 – – –
WWM
391
Wolff Wiese Magana
California
$819 +$819 +10 New
IA
392
IFP Advisors
Florida
$737 -$1.15K -14 -61%
RTC
393
Riverview Trust Company
Washington
$491 +$491 +6 New
PWMG
394
Prestige Wealth Management Group
New Jersey
$410 – – –
CA
395
Claris Advisors
Missouri
$327 +$327 +4 New
SSB
396
Sandy Spring Bank
Maryland
$164 – – –
A
397
AlphaQuest
New York
$164 +$164 +2 New
TCOV
398
Trust Company of Vermont
Vermont
$164 +$164 +2 New
TWD
399
True Wealth Design
Ohio
$82 +$82 +1 New
Norges Bank
400
Norges Bank
Norway
– -$76.4M -886,632 Closed
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16
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