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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 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
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
42
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$78.1M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
ITP
4
Iron Triangle Partners
Connecticut
$32.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$24.6M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$198M
3
Franklin Resources
3
Franklin Resources
California
$130M
4
WA
4
Wasatch Advisors
Utah
$721M
5
SIMG
5
Stephens Investment Management Group
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
26
T. Rowe Price Investment Management
Maryland
$78.1M +$78.1M +814,034 New
Morgan Stanley
27
Morgan Stanley
New York
$76.4M +$8.77M +91,392 +13%
BAMCO Inc
28
BAMCO Inc
New York
$74.8M +$2.88M +30,000 +4%
Norges Bank
29
Norges Bank
Norway
$74.7M +$74.7M +778,539 New
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$74.1M +$19.5M +203,617 +36%
VNIM
31
Vaughan Nelson Investment Management
Texas
$72.8M -$8.15M -84,960 -10%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$71.6M +$95.6K +996 +0.1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$65.2M -$1.04M -10,836 -2%
SEI Investments
34
SEI Investments
Pennsylvania
$63.8M +$3.29M +34,307 +5%
Bank of America
35
Bank of America
North Carolina
$58.2M -$3.93M -40,998 -6%
GKIM
36
GW&K Investment Management
Massachusetts
$58M -$17.9M -186,437 -24%
ACB
37
Aristotle Capital Boston
Massachusetts
$55M +$3.37M +35,128 +7%
American Century Companies
38
American Century Companies
Missouri
$54.8M +$3.76M +39,185 +7%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$52.7M -$5.2M -54,221 -9%
Fuller & Thaler Asset Management
40
Fuller & Thaler Asset Management
California
$48.2M +$3.85M +40,097 +9%
UBS Group
41
UBS Group
Switzerland
$45.8M +$18.3M +190,267 +66%
Raymond James Financial
42
Raymond James Financial
Florida
$45.7M +$45.7M +476,577 New
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$42.1M -$4.46M -46,437 -10%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$41.6M +$3.98M +41,434 +11%
DC
45
Davenport & Co
Virginia
$38.3M -$8.17M -84,524 -18%
EP
46
Eversept Partners
New York
$37.1M +$6.49M +67,619 +21%
UBS AM
47
UBS AM
Illinois
$35.2M +$3.58M +37,276 +11%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$35.1M +$3.15M +32,807 +10%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$32.7M +$4.48M +46,673 +16%
ITP
50
Iron Triangle Partners
Connecticut
$32.2M +$32.2M +335,614 New
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