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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 %
Victory Capital Management
76
Victory Capital Management
Texas
$20.2M 193,181 +6,311 +3%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$20.1M 191,418 +50,589 +36%
Wells Fargo
78
Wells Fargo
California
$20M 190,439 +26,744 +16%
Macquarie Group
79
Macquarie Group
Australia
$18.5M 176,617 -5,533 -3%
SBH
80
Segall Bryant & Hamill
Illinois
$17.4M 165,742 +65,151 +65%
Swiss National Bank
81
Swiss National Bank
Switzerland
$17.3M 165,200 -2,700 -2%
Legal & General Group
82
Legal & General Group
United Kingdom
$17.1M 163,248 +13,924 +9%
EP
83
Eversept Partners
New York
$16.3M 155,868 -196,108 -56%
California Public Employees Retirement System
84
California Public Employees Retirement System
California
$15.1M 143,794 -211,230 -59%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$14.9M 141,779 +128,790 +992%
Citigroup
86
Citigroup
New York
$14.4M 137,624 -56,662 -29%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$14.2M 136,259 +7,602 +6%
NCGI
88
Next Century Growth Investors
Minnesota
$13.6M 129,465 +31,197 +32%
1SAMC
89
12th Street Asset Management Company
Tennessee
$13.3M 126,917 +126,917 New
AI
90
Axiom Investors
Connecticut
$13M 124,269 +30,615 +33%
MFAM
91
Motley Fool Asset Management
Virginia
$12M 114,567 -3,842 -3%
OAM
92
Oberweis Asset Management
Illinois
$11.9M 113,820 +7,920 +7%
GPGA
93
Grandeur Peak Global Advisors
Utah
$11.9M 113,577 -4,968 -4%
MFWM
94
Motley Fool Wealth Management
Virginia
$11.9M 113,555 -11,912 -9%
FCM
95
Frontier Capital Management
Massachusetts
$11.8M 112,597 +22,437 +25%
OAM
96
Oppenheimer Asset Management
New York
$11.2M 106,922 +31,716 +42%
Mirae Asset Global ETFs Holdings
97
Mirae Asset Global ETFs Holdings
Hong Kong
$10.7M 102,419 -6,772 -6%
Deutsche Bank
98
Deutsche Bank
Germany
$10.7M 102,080 -9,171 -8%
TAM
99
Thematics Asset Management
France
$10.7M 102,009 -9,833 -9%
GIM
100
Granahan Investment Management
Massachusetts
$10.5M 100,417 +40,878 +69%
2 3
4
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