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HealthEquity
HQY

Overview Fund Activity

400 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 43 closing their positions.

Holders
400
Holders Change
+15
Holders Change %
+3.9%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
150
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$31.2M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
4
BlackRock
New York
$896M
5
Bessemer Group
5
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
GIM
1
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
51
DF Dent & Co
Maryland
$24.3M +$5.06M +61,864 +26%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$24M +$6.01M +73,404 +33%
UBS Group
53
UBS Group
Switzerland
$23.5M -$252K -3,075 -1%
Victory Capital Management
54
Victory Capital Management
Texas
$21.9M -$5.16M -63,091 -19%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$21.8M -$980K -11,977 -4%
RIM
56
Ranger Investment Management
Texas
$21.3M +$802K +9,793 +4%
SCA
57
Summit Creek Advisors
Minnesota
$21.1M +$1.46M +17,793 +7%
OAM
58
Ophir Asset Management
Australia
$20.6M -$6.77M -82,654 -25%
GT
59
Glenmede Trust
Pennsylvania
$19.9M -$331K -4,043 -2%
Principal Financial Group
60
Principal Financial Group
Iowa
$19.8M -$7.79M -95,161 -28%
TCM
61
TimesSquare Capital Management
New York
$18.3M -$4.76M -58,182 -21%
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$17.6M -$139K -1,694 -0.8%
Man Group
63
Man Group
United Kingdom
$17.4M +$14.2M +172,950 +442%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$17.1M +$3.93M +48,009 +30%
CI
65
Cambiar Investors
Colorado
$15.4M -$105K -1,286 -0.7%
AllianceBernstein
66
AllianceBernstein
Tennessee
$15.1M -$326K -3,983 -2%
Bessemer Group
67
Bessemer Group
New Jersey
$14.9M +$14.7M +179,475 +7,214%
Ameriprise
68
Ameriprise
Minnesota
$14.1M -$2.21M -27,056 -14%
EAM
69
Eagle Asset Management
Florida
$14M -$3.95M -39,999 -22%
Swiss National Bank
70
Swiss National Bank
Switzerland
$13.9M +$49.1K +600 +0.4%
Barclays
71
Barclays
United Kingdom
$13.6M +$9.22M +112,667 +209%
RJA
72
Raymond James & Associates
Florida
$12.4M +$156K +1,911 +1%
CF
73
Corebridge Financial
Texas
$12.1M -$607K -7,421 -5%
First Trust Advisors
74
First Trust Advisors
Illinois
$11.9M -$2.62M -31,971 -18%
MFWM
75
Motley Fool Wealth Management
Virginia
$11.6M -$186K -2,274 -2%
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