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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
5.84%
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
+$53.2M
3
Goldman Sachs
Goldman Sachs
New York
+$45.3M
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
-$40.5M
2
ClearBridge Investments
ClearBridge Investments
New York
-$31.5M
3
Franklin Resources
Franklin Resources
California
-$27.1M
4
WA
Wasatch Advisors
Utah
-$23.5M
5
SIMG
Stephens Investment Management Group
Texas
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
426
Wolff Wiese Magana
California
$960 – – –
AWM
427
Abound Wealth Management
Tennessee
$960 – – –
RTC
428
Riverview Trust Company
Washington
$576 – – –
FMP
429
Financial Management Professionals
Texas
$480 – – –
PWMG
430
Prestige Wealth Management Group
New Jersey
$480 – – –
TFM
431
TFC Financial Management
Massachusetts
$480 +$480 +5 New
Amundi
432
Amundi
France
$399 +$399 +4 New
GSWM
433
Golden State Wealth Management
California
$384 +$384 +4 New
GFPC
434
Global Financial Private Client
Florida
$288 +$288 +3 New
SSB
435
Sandy Spring Bank
Maryland
$192 – – –
PWA
436
Principia Wealth Advisory
Texas
$192 +$192 +2 New
PWM
437
Parkworth Wealth Management
California
$192 +$192 +2 New
TWD
438
True Wealth Design
Ohio
$96 – – –
SS
439
SBI Securities
Japan
$96 +$96 +1 New
GLA
440
Great Lakes Advisors
Illinois
– -$4.92M -60,076 Closed
LCM
441
Landscape Capital Management
New Jersey
– -$4.16M -50,784 Closed
JCIA
442
Jackson Creek Investment Advisors
Colorado
– -$1.66M -20,285 Closed
GAM
443
Gotham Asset Management
New York
– -$1.44M -17,596 Closed
D.E. Shaw & Co
444
D.E. Shaw & Co
New York
– -$1.38M -16,849 Closed
EP
445
Edgestream Partners
New Jersey
– -$1.23M -15,008 Closed
DM
446
Deerfield Management
New York
– -$964K -11,781 Closed
Lazard Asset Management
447
Lazard Asset Management
New York
– -$913K -11,156 Closed
AAIS
448
ABN AMRO Investment Solutions
– -$653K -7,983 Closed
GCP
449
GSA Capital Partners
United Kingdom
– -$638K -7,797 Closed
TSS
450
Two Sigma Securities
New York
– -$602K -7,355 Closed
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