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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.

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 %
Citadel Advisors
51
Citadel Advisors
Florida
$31.9M +$21.2M +220,451 +197%
AAM
52
Aureus Asset Management
Massachusetts
$31.1M -$9.54M -99,474 -24%
RIM
53
Ranger Investment Management
Texas
$29.3M +$4.33M +45,130 +17%
Bessemer Group
54
Bessemer Group
New Jersey
$28.5M +$11M +114,865 +63%
DDC
55
DF Dent & Co
Maryland
$27.6M -$887K -9,249 -3%
SCA
56
Summit Creek Advisors
Minnesota
$27.4M +$2.73M +28,424 +11%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$26.6M -$5.6M -58,354 -17%
Ameriprise
58
Ameriprise
Minnesota
$25.9M +$9.34M +97,329 +56%
ACM
59
Ashford Capital Management
Delaware
$25.8M -$3.45M -35,910 -12%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$25.6M +$97K +1,011 +0.4%
Principal Financial Group
61
Principal Financial Group
Iowa
$25.2M +$1.97M +20,563 +8%
Artisan Partners
62
Artisan Partners
Wisconsin
$24.6M +$24.6M +256,051 New
Macquarie Group
63
Macquarie Group
Australia
$23.4M -$5.05M -52,593 -18%
GT
64
Glenmede Trust
Pennsylvania
$23M -$314K -3,268 -1%
AQR Capital Management
65
AQR Capital Management
Connecticut
$22.5M -$14.3M -148,964 -39%
OAM
66
Ophir Asset Management
Australia
$22.1M -$2.09M -21,793 -9%
Victory Capital Management
67
Victory Capital Management
Texas
$21.9M -$3.74M -39,024 -15%
Man Group
68
Man Group
United Kingdom
$20.9M +$545K +5,685 +3%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$20.6M +$46.2K +481 +0.2%
Barclays
70
Barclays
United Kingdom
$19.2M +$3.25M +33,849 +20%
WP
71
Woodline Partners
California
$18M -$14.3M -148,827 -44%
Citigroup
72
Citigroup
New York
$17.7M +$7.9M +82,381 +81%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$17.7M -$2.42M -25,185 -12%
AllianceBernstein
74
AllianceBernstein
Tennessee
$17.3M -$412K -4,290 -2%
Swiss National Bank
75
Swiss National Bank
Switzerland
$16.5M +$173K +1,800 +1%
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