HQY icon

HealthEquity
HQY

Overview Fund Activity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$459M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$204M
3
GIM
3
Generate Investment Management
New Zealand
$24.2M
4
WP
4
Woodline Partners
California
$23.7M
5
RIM
5
Ranger Investment Management
Texas
$21.6M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.4M
4
Man Group
4
Man Group
United Kingdom
$3.37M
5
BlackRock
5
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFWM
76
Motley Fool Wealth Management
Virginia
$12.3M +$481K +5,620 +4%
Legal & General Group
77
Legal & General Group
United Kingdom
$12.3M +$690K +8,005 +6%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$12M +$4.74M +54,984 +65%
SI
79
Scout Investments
Missouri
$11.8M -$1.13M -13,139 -9%
AQR Capital Management
80
AQR Capital Management
Connecticut
$11M -$3.74M -44,764 -25%
Jane Street
81
Jane Street
New York
$10.9M +$8.57M +99,422 +366%
Mirae Asset Global ETFs Holdings
82
Mirae Asset Global ETFs Holdings
Hong Kong
$10.2M +$10.2M +118,748 New
Wells Fargo
83
Wells Fargo
California
$10.1M +$2.89M +33,481 +40%
ECM
84
ExodusPoint Capital Management
New York
$10.1M +$10.1M +116,971 New
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$9.97M +$659K +7,645 +7%
PCM
86
Peregrine Capital Management
Minnesota
$9.7M +$126K +1,458 +1%
MFAM
87
Motley Fool Asset Management
Virginia
$9.63M -$654K -7,554 -6%
HighTower Advisors
88
HighTower Advisors
Illinois
$9.54M +$1.89M +21,842 +25%
GPGA
89
Grandeur Peak Global Advisors
Utah
$9.15M +$4.07M +47,208 +80%
AACP
90
Advantage Alpha Capital Partners
California
$9.07M -$2.07K -24 -0%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.01M +$75.8K +879 +0.8%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$8.6M +$46.8K +543 +0.5%
MOACM
93
Mutual of America Capital Management
New York
$8.37M +$30.6K +355 +0.4%
MIM
94
MetLife Investment Management
New Jersey
$8.02M +$363K +4,214 +5%
Citadel Advisors
95
Citadel Advisors
Florida
$7.93M +$4.66M +54,033 +142%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$7.93M +$1.94M +22,508 +32%
Point72 Asset Management
97
Point72 Asset Management
Connecticut
$7.86M -$4.79M -55,625 -38%
CM
98
Castleark Management
Illinois
$7.74M -$67.2K -780 -0.9%
GAG
99
GM Advisory Group
New York
$7.67M -$3.36K -39 -0%
NC
100
NBW Capital
Massachusetts
$7.62M +$169K +1,957 +2%
2 3
4
5 6