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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
$127M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M
3
ACP
Atalan Capital Partners
New York
$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$116M
5
Man Group
Man Group
United Kingdom
$26.7M

Top Sellers

1
WA
Wasatch Advisors
Utah
$639M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
Franklin Resources
California
$87.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
476
Quaker Wealth Management
New Jersey
$210 +$210 +2 New
PWA
477
Principia Wealth Advisory
Texas
$105 – – –
AGWCA
478
Annis Gardner Whiting Capital Advisors
Florida
$105 +$105 +1 New
EWM
479
Evolution Wealth Management
Florida
$105 +$105 +1 New
TIM
480
Tortoise Investment Management
New York
$105 +$105 +1 New
VNIM
481
Vaughan Nelson Investment Management
Texas
– -$73.8M -835,413 Closed
OAM
482
Ophir Asset Management
Australia
– -$23M -259,977 Closed
CF
483
Corebridge Financial
Texas
– -$12.1M -137,179 Closed
AIMCA
484
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$5.63M -63,760 Closed
SCM
485
Sone Capital Management
New York
– -$2.95M -33,332 Closed
WP
486
Woodline Partners
California
– -$2.2M -24,870 Closed
CCA
487
Carrera Capital Advisors
Michigan
– -$2.12M -24,029 Closed
Connor, Clark & Lunn Investment Management (CC&L)
488
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2M -22,633 Closed
TC
489
TownSquare Capital
Utah
– -$1.97M -22,344 Closed
QOP
490
Quinn Opportunity Partners
Virginia
– -$1.87M -21,192 Closed
IGGA
491
Iron Gate Global Advisors
Utah
– -$1.57M -17,723 Closed
RAM
492
Resona Asset Management
Japan
– -$1.39M -15,689 Closed
CI
493
Cambiar Investors
Colorado
– -$1.22M -13,848 Closed
SFI
494
Susquehanna Fundamental Investments
Pennsylvania
– -$1.21M -13,650 Closed
Adage Capital Partners
495
Adage Capital Partners
Massachusetts
– -$1.06M -12,000 Closed
Two Sigma Investments
496
Two Sigma Investments
New York
– -$972K -11,000 Closed
EMPI
497
Elo Mutual Pension Insurance
Finland
– -$969K -10,967 Closed
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
– -$887K -10,037 Closed
OTPPB
499
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$745K -8,428 Closed
PI
500
PineBridge Investments
New York
– -$693K -7,844 Closed
18 19
20
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