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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 %
AAP
401
Arax Advisory Partners
Colorado
$4.8K -$3.07K -32 -39%
MCM
402
Manchester Capital Management
Vermont
$4.7K – – –
BIA
403
Bell Investment Advisors
California
$4.51K – – –
HNW
404
High Note Wealth
Minnesota
$4.51K +$4.51K +47 New
LFG
405
Larson Financial Group
Missouri
$4.51K +$4.51K +47 New
BWL
406
Bogart Wealth LLC
Virginia
$4.41K – – –
JWA
407
JFS Wealth Advisors
Pennsylvania
$4.32K – – –
HCA
408
Harbor Capital Advisors
Illinois
$4K -$89 -1 -2%
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$3.65K – – –
BAM
410
Bellevue Asset Management
Washington
$3.45K -$1.73K -18 -33%
CA
411
Continuum Advisory
Idaho
$3.36K -$480 -5 -13%
PWMG
412
Private Wealth Management Group
New Jersey
$3.26K – – –
SWM
413
Sugarloaf Wealth Management
Georgia
$3.07K +$3.07K +32 New
IA
414
IFP Advisors
Florida
$2.98K +$2.11K +22 +244%
BCMLT
415
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.4K – – –
RS
416
Rakuten Securities
Japan
$1.92K +$1.92K +20 New
CSWM
417
Cassady Schiller Wealth Management
Ohio
$1.54K +$1.54K +16 New
FG
418
Fairman Group
Pennsylvania
$1.44K -$1.44K -15 -50%
WA
419
Whipplewood Advisors
Colorado
$1.44K +$1.44K +15 New
SS
420
Sunbelt Securities
Texas
$1.26K – – –
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.25K – – –
S
422
Sachetta
Massachusetts
$1.15K – – –
SIC
423
SJS Investment Consulting
Ohio
$1.06K -$192 -2 -15%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$1.06K +$1.06K +11 New
BF
425
BOK Financial
Oklahoma
$1K +$1K +10 New
15 16
17
18 19