HealthEquity
441 hedge funds and large institutions have $8.66B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 143 reducing their positions, and 43 closing their positions.
326% more call options, than puts
Call options by funds: $29.1M | Put options by funds: $6.82M
107% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 43
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more capital invested
Capital invested by funds: $7.24B → $8.66B (+$1.41B)
13% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 143
9% more funds holding
Funds holding: 403 → 441 (+38)
2.87% more ownership
Funds ownership: 101.2% → 104.06% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$75.9M |
| 2 |
Millennium Management
New York
|
+$51.6M |
| 3 |
Goldman Sachs
New York
|
+$44M |
| 4 |
ITP
Iron Triangle Partners
Cos Cob,
Connecticut
|
+$31.3M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$39.4M |
| 2 |
ClearBridge Investments
New York
|
-$30.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$26.4M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$22.8M |
| 5 |
SIMG
Stephens Investment Management Group
Houston,
Texas
|
-$18.5M |
HQY Hedge Fund Activity: Q4 2024 in Review
441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q4 2024, worth a combined $8.66B — up 20% from $7.24B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new HQY positions and 43 closed out — a net gain of 46 holders — while 162 added to existing stakes and 143 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $75.9M. The largest seller was Mackenzie Financial, cutting an estimated $39.4M.
- 441 institutional investors held HealthEquity (HQY) as of Q4 2024, up from 403 in Q3 2024.
- Funds reported $8.66B of HealthEquity stock for Q4 2024, up 20% quarter-over-quarter.
- 89 funds opened new HealthEquity positions in Q4 2024 and 43 closed out, a net change of +46 holders.
- The largest HealthEquity buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $75.9M added.
- The largest HealthEquity seller in Q4 2024 was Mackenzie Financial, an estimated $39.4M sold.
Based on aggregated 13F filings for Q4 2024.