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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 %
GWM
376
Geneos Wealth Management
Colorado
$20.1K -$1.63K -17 -8%
RTL
377
Red Tortoise LLC
Georgia
$18.2K – – –
ADL
378
Asset Dedication LLC
California
$18.2K – – –
AF
379
Allworth Financial
California
$17.1K +$6.03K +57 +54%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$1.54K +16 +11%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$15K -$5.09K -54 -25%
NWWA
382
New Wave Wealth Advisors
Arkansas
$14.4K +$14.4K +150 New
EWA
383
EverSource Wealth Advisors
Alabama
$13.3K +$7.68K +80 +136%
PTC
384
Private Trust Company
Ohio
$12.2K -$2.3K -24 -16%
CFB
385
Cullen/Frost Bankers
Texas
$10.2K +$1.54K +16 +18%
BTI
386
Blue Trust Inc
Georgia
$9.88K -$16.2K -169 -62%
PPC
387
Park Place Capital
Alabama
$9.79K – – –
RIL
388
Rothschild Investment LLC
Illinois
$9.6K +$2.88K +30 +43%
WTA
389
Washington Trust Advisors
Massachusetts
$8.92K -$4.8K -50 -35%
SCM
390
Sterling Capital Management
North Carolina
$8.35K – – –
EBA
391
Eagle Bay Advisors
New York
$7.48K +$1.25K +13 +20%
MA
392
MCF Advisors
Kentucky
$7.2K -$4.03K -42 -36%
LFA
393
LGT Financial Advisors
Texas
$7.2K +$1.34K +14 +23%
JFGIW
394
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.18K -$4.97K -45 -41%
FFA
395
Farther Finance Advisors
California
$6.81K -$21.3K -222 -76%
PS
396
Principal Securities
Iowa
$6.62K +$1.44K +15 +28%
GRP
397
Global Retirement Partners
California
$6.24K -$3.07K -32 -33%
BIG
398
Brooklyn Investment Group
New York
$6.24K +$6.24K +65 New
HWM
399
Hemington Wealth Management
Virginia
$6K +$1.22K +14 +25%
CTC
400
Central Trust Company
Missouri
$5.47K – – –
14 15
16
17 18