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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 %
GIM
401
Generate Investment Management
New Zealand
– -$24.2M -280,557 Closed
ECM
402
ExodusPoint Capital Management
New York
– -$10.1M -116,971 Closed
Point72 Asset Management
403
Point72 Asset Management
Connecticut
– -$7.86M -91,129 Closed
TPSF
404
Texas Permanent School Fund
Texas
– -$6.67M -77,424 Closed
FAM
405
Fred Alger Management
New York
– -$5.3M -61,469 Closed
IECM
406
Intrinsic Edge Capital Management
Illinois
– -$5.17M -60,000 Closed
CCM
407
Cinctive Capital Management
New York
– -$4.9M -56,809 Closed
Renaissance Technologies
408
Renaissance Technologies
New York
– -$4.74M -55,000 Closed
LCG
409
Lisanti Capital Growth
New York
– -$2.88M -33,410 Closed
LCM
410
Lunt Capital Management
Utah
– -$1.53M -17,730 Closed
CIP
411
Convergence Investment Partners
Florida
– -$1.04M -12,022 Closed
Marshall Wace
412
Marshall Wace
United Kingdom
– -$845K -9,800 Closed
AG
413
Algert Global
California
– -$748K -8,679 Closed
LI
414
LMCG Investments
Massachusetts
– -$708K -8,216 Closed
PRC
415
Pearl River Capital
Michigan
– -$584K -6,776 Closed
CCIA
416
Campbell & Co Investment Adviser
Maryland
– -$500K -5,805 Closed
BPA
417
Beacon Pointe Advisors
California
– -$396K -4,592 Closed
IAN
418
Integrated Advisors Network
Texas
– -$374K -4,335 Closed
SPA
419
Sherbrooke Park Advisers
New York
– -$373K -4,323 Closed
HFM
420
Harvest Fund Management
China
– -$343K -3,988 Closed
BFA
421
Brown Financial Advisors
Ohio
– -$331K -3,838 Closed
BCM
422
Bayesian Capital Management
New York
– -$328K -3,800 Closed
VI
423
Versor Investments
New York
– -$310K -3,600 Closed
JDR
424
Jay D. Rosenbaum
– -$288K -3,336 Closed
PWPS
425
Pinnacle Wealth Planning Services
Ohio
– -$256K -2,969 Closed
14 15 16
17
18