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HealthEquity
HQY

Overview Fund Activity

479 hedge funds and large institutions have $9.42B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 50 closing their positions.

Holders
479
Holders Change
+19
Holders Change %
+4.13%
% of All Funds
6.43%
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
173
Reduced
172
Closed
50
Calls
$19.9M
Puts
$22.1M
Net Calls
-$2.17M
Net Calls Change
-$1.68M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$127M
2
Norges Bank
2
Norges Bank
Norway
$75.1M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$133M
4
ACP
4
Atalan Capital Partners
New York
$73.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$116M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$639M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
3
Franklin Resources
California
$87.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
ACH
51
ArrowMark Colorado Holdings
Colorado
$40.1M 382,706 -271,560 -42%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$39.8M 380,013 -98,091 -21%
Ensign Peak Advisors
53
Ensign Peak Advisors
Utah
$34.7M 331,208 -19,114 -5%
FCM
54
Farallon Capital Management
California
$33.5M 319,800 -102,000 -24%
DC
55
Davenport & Co
Virginia
$32.7M 311,957 -32,224 -9%
AAM
56
Aureus Asset Management
Massachusetts
$31.2M 297,459 -59,627 -17%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$30.3M 289,317 +135,904 +89%
Bessemer Group
58
Bessemer Group
New Jersey
$30.2M 288,025 -112,369 -28%
DDC
59
DF Dent & Co
Maryland
$29.8M 284,667 +4,696 +2%
RIM
60
Ranger Investment Management
Texas
$29.6M 282,480 -131,191 -32%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$29.6M 282,442 -57,895 -17%
ACM
62
Ashford Capital Management
Delaware
$29.3M 279,404 +4,405 +2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$29.1M 277,915 +7,938 +3%
Man Group
64
Man Group
United Kingdom
$26.7M 254,652 +236,867 +1,332%
WCM Investment Management
65
WCM Investment Management
California
$26.1M 248,950 +16,309 +7%
Principal Financial Group
66
Principal Financial Group
Iowa
$26.1M 248,754 -18,087 -7%
Comerica Bank
67
Comerica Bank
Texas
$24.9M 237,668 +167,515 +239%
AllianceBernstein
68
AllianceBernstein
Tennessee
$24.2M 230,652 +13,238 +6%
GIM
69
Glenmede Investment Management
Pennsylvania
$24M 228,819 +228,819 New
Viking Global Investors
70
Viking Global Investors
Connecticut
$23M 219,746 +219,746 New
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$22.5M 214,787 +403 +0.2%
SCA
72
Summit Creek Advisors
Minnesota
$21.8M 208,195 -36,665 -15%
Jane Street
73
Jane Street
New York
$21.2M 202,079 +168,084 +494%
Barclays
74
Barclays
United Kingdom
$21M 200,369 +70,134 +54%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$20.4M 195,041 +54,886 +39%
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3
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