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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 %
Lazard Asset Management
51
Lazard Asset Management
New York
$40.6M +$255K +2,431 +0.6%
ACH
52
ArrowMark Colorado Holdings
Colorado
$40.1M -$28.4M -271,560 -42%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$39.8M -$10.3M -98,091 -21%
Ensign Peak Advisors
54
Ensign Peak Advisors
Utah
$34.7M -$2M -19,114 -5%
FCM
55
Farallon Capital Management
California
$33.5M -$10.7M -102,000 -24%
DC
56
Davenport & Co
Virginia
$32.7M -$3.38M -32,224 -9%
AAM
57
Aureus Asset Management
Massachusetts
$31.2M -$6.25M -59,627 -17%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$30.3M +$14.2M +135,904 +89%
Bessemer Group
59
Bessemer Group
New Jersey
$30.2M -$11.8M -112,369 -28%
DDC
60
DF Dent & Co
Maryland
$29.8M +$492K +4,696 +2%
RIM
61
Ranger Investment Management
Texas
$29.6M -$13.7M -131,191 -32%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$29.6M -$6.06M -57,895 -17%
ACM
63
Ashford Capital Management
Delaware
$29.3M +$461K +4,405 +2%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$29.1M +$832K +7,938 +3%
Man Group
65
Man Group
United Kingdom
$26.7M +$24.8M +236,867 +1,332%
WCM Investment Management
66
WCM Investment Management
California
$26.1M +$1.71M +16,309 +7%
Principal Financial Group
67
Principal Financial Group
Iowa
$26.1M -$1.89M -18,087 -7%
Comerica Bank
68
Comerica Bank
Texas
$24.9M +$17.5M +167,515 +239%
AllianceBernstein
69
AllianceBernstein
Tennessee
$24.2M +$1.39M +13,238 +6%
GIM
70
Glenmede Investment Management
Pennsylvania
$24M +$24M +228,819 New
Viking Global Investors
71
Viking Global Investors
Connecticut
$23M +$23M +219,746 New
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$22.5M +$42.2K +403 +0.2%
SCA
73
Summit Creek Advisors
Minnesota
$21.8M -$3.84M -36,665 -15%
Jane Street
74
Jane Street
New York
$21.2M +$17.6M +168,084 +494%
Barclays
75
Barclays
United Kingdom
$21M +$7.35M +70,134 +54%
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