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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 %
TCM
451
Teza Capital Management
Illinois
– -$573K -7,003 Closed
Allianz Asset Management
452
Allianz Asset Management
Germany
– -$517K -6,317 Closed
Bank of Nova Scotia
453
Bank of Nova Scotia
Ontario, Canada
– -$513K -6,265 Closed
NICM
454
Neo Ivy Capital Management
New York
– -$472K -5,770 Closed
PTC
455
Petrus Trust Company
Texas
– -$424K -5,183 Closed
BWP
456
Baldwin Wealth Partners
Massachusetts
– -$420K -5,130 Closed
GCM
457
Graham Capital Management
Connecticut
– -$389K -4,750 Closed
AA
458
AlphaMark Advisors
Kentucky
– -$374K -4,570 Closed
CC
459
Centiva Capital
New York
– -$366K -4,471 Closed
PCH
460
Polar Capital Holdings
United Kingdom
– -$259K -3,160 Closed
Acadian Asset Management
461
Acadian Asset Management
Massachusetts
– -$256K -3,133 Closed
CC
462
Corton Capital
Ontario, Canada
– -$244K -2,985 Closed
SSA
463
Schonfeld Strategic Advisors
New York
– -$231K -2,820 Closed
Walleye Capital
464
Walleye Capital
New York
– -$214K -2,612 Closed
N
465
Natixis
France
– -$193K -2,360 Closed
HT
466
Headlands Technologies
Illinois
– -$135K -1,652 Closed
QL
467
Quarry LP
New York
– -$110K -1,349 Closed
CFM
468
Catalyst Funds Management
Australia
– -$73.7K -900 Closed
PW
469
Paladin Wealth
Minnesota
– -$38.7K -473 Closed
CP
470
Castleview Partners
Texas
– -$15.3K -187 Closed
MIM
471
Macroview Investment Management
Maryland
– -$14.7K -180 Closed
ATS
472
Ashton Thomas Securities
New York
– -$14.7K -179 Closed
WWP
473
WR Wealth Planners
Missouri
– -$12.3K -150 Closed
HIM
474
Hillsdale Investment Management
Ontario, Canada
– -$6.55K -80 Closed
CFD
475
Creative Financial Designs
Indiana
– -$5.73K -70 Closed
16 17 18
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