HealthEquity
460 hedge funds and large institutions have $8.13B invested in HealthEquity in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 139 reducing their positions, and 47 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+21
Holders Change %
+4.78%
% of All Funds
6.25%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
76
Increased
196
Reduced
139
Closed
47
Calls
$27.5M
Puts
$28M
Net Calls
-$489K
Net Calls Change
-$22.7M
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$72.6M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$70.2M |
| 3 |
Morgan Stanley
New York
|
+$54M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$51.3M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$49.8M |
Top Sellers
| 1 |
Millennium Management
New York
|
-$80.7M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$44.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.1M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
-$32.2M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$24.7M |
