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HealthEquity
HQY

Overview Fund Activity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$459M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$204M
3
GIM
3
Generate Investment Management
New Zealand
$24.2M
4
WP
4
Woodline Partners
California
$23.7M
5
RIM
5
Ranger Investment Management
Texas
$21.6M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.4M
4
Man Group
4
Man Group
United Kingdom
$3.37M
5
BlackRock
5
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMCO Inc
26
BAMCO Inc
New York
$69M – – –
GKIM
27
GW&K Investment Management
Massachusetts
$68M -$525K -6,092 -0.8%
GF
28
Greenhouse Funds
Maryland
$65.2M +$21.6M +250,229 +49%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$61.6M +$4.76M +55,257 +8%
Goldman Sachs
30
Goldman Sachs
New York
$61.4M -$35.7M -414,037 -37%
Bank of America
31
Bank of America
North Carolina
$56M +$554K +6,424 +1%
SEI Investments
32
SEI Investments
Pennsylvania
$55.6M +$6.48M +75,193 +13%
Morgan Stanley
33
Morgan Stanley
New York
$55M -$236K -2,741 -0.4%
VNIM
34
Vaughan Nelson Investment Management
Texas
$53.2M +$961K +11,150 +2%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$50.1M +$741K +8,594 +1%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$47.8M -$1.26M -14,583 -3%
ACB
37
Aristotle Capital Boston
Massachusetts
$46.7M -$3.55M -41,171 -7%
American Century Companies
38
American Century Companies
Missouri
$45.9M -$1.81M -20,943 -4%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$38.9M +$6.7M +77,686 +21%
AAM
40
Aureus Asset Management
Massachusetts
$38.4M +$3M +34,857 +8%
Ensign Peak Advisors
41
Ensign Peak Advisors
Utah
$35.7M +$6.33M +73,427 +22%
EP
42
Eversept Partners
New York
$35.6M -$674K -7,814 -2%
DC
43
Davenport & Co
Virginia
$34.9M -$2.5M -28,949 -7%
Fuller & Thaler Asset Management
44
Fuller & Thaler Asset Management
California
$34.6M +$7.28M +84,425 +27%
Macquarie Group
45
Macquarie Group
Australia
$31.2M -$100K -1,165 -0.3%
Principal Financial Group
46
Principal Financial Group
Iowa
$29.1M -$2.28M -26,485 -7%
OAM
47
Ophir Asset Management
Australia
$28.8M -$1.14M -13,269 -4%
Victory Capital Management
48
Victory Capital Management
Texas
$28.5M -$2.5M -29,001 -8%
UBS AM
49
UBS AM
Illinois
$27.9M +$18.9M +218,847 +210%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$27.7M -$839K -9,728 -3%
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