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HealthEquity
HQY

Overview Fund Activity

400 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 43 closing their positions.

Holders
400
Holders Change
+15
Holders Change %
+3.9%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
150
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$31.2M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
4
BlackRock
New York
$896M
5
Bessemer Group
5
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
GIM
1
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKIM
26
GW&K Investment Management
Massachusetts
$64.7M +$185K +2,256 +0.3%
BAMCO Inc
27
BAMCO Inc
New York
$61.4M -$4.09M -50,000 -6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$61M -$12.8M -156,288 -17%
Morgan Stanley
29
Morgan Stanley
New York
$57.7M +$5.48M +66,941 +10%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$56.5M -$2.02M -24,666 -3%
Bank of America
31
Bank of America
North Carolina
$53M -$189K -2,305 -0.4%
Goldman Sachs
32
Goldman Sachs
New York
$52.9M -$5.41M -66,044 -9%
SEI Investments
33
SEI Investments
Pennsylvania
$51.6M -$1.22M -14,875 -2%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$49.4M +$3.97M +48,451 +9%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$46.6M -$1.01M -12,365 -2%
ACB
36
Aristotle Capital Boston
Massachusetts
$44.1M -$260K -3,179 -0.6%
American Century Companies
37
American Century Companies
Missouri
$43.5M -$77.2K -943 -0.2%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$39.7M +$2.74M +33,523 +7%
DC
39
Davenport & Co
Virginia
$39.3M +$6.22M +75,978 +19%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$37.9M +$4.96M +60,627 +15%
AAM
41
Aureus Asset Management
Massachusetts
$34.6M -$1.88M -22,909 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$32.1M +$5.79M +70,791 +22%
AQR Capital Management
43
AQR Capital Management
Connecticut
$31.2M +$20.5M +251,605 +191%
WP
44
Woodline Partners
California
$27.6M +$5.04M +61,587 +22%
Ensign Peak Advisors
45
Ensign Peak Advisors
Utah
$27.5M -$6.43M -78,601 -19%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$27.3M +$1.87M +22,786 +7%
UBS AM
47
UBS AM
Illinois
$27M +$507K +6,197 +2%
EP
48
Eversept Partners
New York
$26.1M -$7.73M -94,453 -23%
ACM
49
Ashford Capital Management
Delaware
$25M -$201K -2,460 -0.8%
Macquarie Group
50
Macquarie Group
Australia
$24.3M -$5.38M -65,702 -18%
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