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HealthEquity
HQY

Overview Fund Activity

479 hedge funds and large institutions have $9.42B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+19
Holders Change %
+4.13%
% of All Funds
6.43%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
79
Increased
173
Reduced
172
Closed
50
Calls
$19.9M
Puts
$22.1M
Net Calls
-$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$127M
2
Norges Bank
2
Norges Bank
Norway
$75.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$133M
4
ACP
4
Atalan Capital Partners
New York
$73.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$116M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$639M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
3
Franklin Resources
California
$87.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$87.4M 833,949 -560,718 -40%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$81.9M 796,472 -88,358 -10%
BAMCO Inc
28
BAMCO Inc
New York
$81.7M 780,000 -5,000 -0.6%
Ameriprise
29
Ameriprise
Minnesota
$76.7M 732,434 +62,495 +9%
Norges Bank
30
Norges Bank
Norway
$75.1M 716,613 +716,613 New
Bank of America
31
Bank of America
North Carolina
$74.2M 708,734 +12,180 +2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$73.4M 700,369 +61,024 +10%
ACP
33
Atalan Capital Partners
New York
$73.3M 700,000 +700,000 New
American Century Companies
34
American Century Companies
Missouri
$72.3M 689,741 -85,406 -11%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$71.9M 686,672 -38,879 -5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$69.1M 659,559 -4,303 -0.6%
SEI Investments
37
SEI Investments
Pennsylvania
$67.3M 642,013 -27,255 -4%
UBS Group
38
UBS Group
Switzerland
$66.1M 630,877 -20,183 -3%
Artisan Partners
39
Artisan Partners
Wisconsin
$65.1M 621,647 +192,252 +45%
PFM
40
Premier Fund Managers
United Kingdom
$64.3M 612,927 +202,935 +49%
T. Rowe Price Investment Management
41
T. Rowe Price Investment Management
Maryland
$63M 601,820 -92,900 -13%
NL
42
Nuveen LLC
North Carolina
$57.1M 545,494 -55,113 -9%
GKIM
43
GW&K Investment Management
Massachusetts
$52.3M 498,898 -89,650 -15%
Millennium Management
44
Millennium Management
New York
$49.8M 475,392 -113,295 -19%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$49.7M 474,587 +68,353 +17%
ACB
46
Aristotle Capital Boston
Massachusetts
$46.4M 443,325 -34,316 -7%
VBA
47
Van Berkom & Associates
Quebec, Canada
$46.4M 442,830 -207,231 -32%
Raymond James Financial
48
Raymond James Financial
Florida
$44.5M 425,005 -8,623 -2%
UBS AM
49
UBS AM
Illinois
$43.8M 417,729 +44,984 +12%
Lazard Asset Management
50
Lazard Asset Management
New York
$40.6M 387,801 +2,431 +0.6%
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