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HealthEquity
HQY

Overview Fund Activity

481 hedge funds and large institutions have $9.55B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.45%
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
174
Reduced
173
Closed
50
Calls
$34.3M
Puts
$24.8M
Net Calls
+$9.47M
Net Calls Change
+$9.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$73.5M
3
ACP
Atalan Capital Partners
New York
+$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$69.3M
5
Man Group
Man Group
United Kingdom
+$24.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$119M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$73.8M
3
Franklin Resources
Franklin Resources
California
-$58.7M
4
ClearBridge Investments
ClearBridge Investments
New York
-$55.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$89.3M +$792K +7,556 +0.9%
Franklin Resources
27
Franklin Resources
California
$87.4M -$58.7M -560,718 -40%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$81.9M -$9.09M -88,358 -10%
BAMCO Inc
29
BAMCO Inc
New York
$81.7M -$524K -5,000 -0.6%
Ameriprise
30
Ameriprise
Minnesota
$76.7M +$6.55M +62,495 +9%
Norges Bank
31
Norges Bank
Norway
$75.1M +$75.1M +716,613 New
Bank of America
32
Bank of America
North Carolina
$74.2M +$1.28M +12,180 +2%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$73.4M +$6.39M +61,024 +10%
ACP
34
Atalan Capital Partners
New York
$73.3M +$73.3M +700,000 New
American Century Companies
35
American Century Companies
Missouri
$72.3M -$8.95M -85,406 -11%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$71.9M -$4.07M -38,879 -5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$69.1M -$451K -4,303 -0.6%
SEI Investments
38
SEI Investments
Pennsylvania
$67.3M -$2.86M -27,255 -4%
UBS Group
39
UBS Group
Switzerland
$66.1M -$2.11M -20,183 -3%
Artisan Partners
40
Artisan Partners
Wisconsin
$65.1M +$20.1M +192,252 +45%
PFM
41
Premier Fund Managers
United Kingdom
$64.3M +$21.3M +202,935 +49%
T. Rowe Price Investment Management
42
T. Rowe Price Investment Management
Maryland
$63M -$9.73M -92,900 -13%
NL
43
Nuveen LLC
North Carolina
$57.1M -$5.77M -55,113 -9%
GKIM
44
GW&K Investment Management
Massachusetts
$52.3M -$9.39M -89,650 -15%
Millennium Management
45
Millennium Management
New York
$49.8M -$11.9M -113,295 -19%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$49.7M +$7.16M +68,353 +17%
ACB
47
Aristotle Capital Boston
Massachusetts
$46.4M -$3.59M -34,316 -7%
VBA
48
Van Berkom & Associates
Quebec, Canada
$46.4M -$21.7M -207,231 -32%
Raymond James Financial
49
Raymond James Financial
Florida
$44.5M -$903K -8,623 -2%
UBS AM
50
UBS AM
Illinois
$43.8M +$4.71M +44,984 +12%
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