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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 %
Legal & General Group
76
Legal & General Group
United Kingdom
$11.5M -$182K -2,220 -2%
AM
77
AGF Management
Ontario, Canada
$10.7M +$8.33M +101,793 +348%
GPGA
78
Grandeur Peak Global Advisors
Utah
$10.3M +$1.61M +19,623 +18%
SI
79
Scout Investments
Missouri
$10.1M -$1.63M -19,111 -14%
Wells Fargo
80
Wells Fargo
California
$9.77M +$132K +1,612 +1%
Arrowstreet Capital
81
Arrowstreet Capital
Massachusetts
$9.7M -$1.71M -20,877 -15%
NCGI
82
Next Century Growth Investors
Minnesota
$9.55M +$9.55M +116,723 New
PCM
83
Peregrine Capital Management
Minnesota
$9.23M +$21.9K +268 +0.2%
Citadel Advisors
84
Citadel Advisors
Florida
$9.16M +$1.63M +19,906 +22%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$9.13M -$332K -4,053 -4%
Mirae Asset Global ETFs Holdings
86
Mirae Asset Global ETFs Holdings
Hong Kong
$8.99M -$732K -8,942 -8%
MFAM
87
Motley Fool Asset Management
Virginia
$8.97M +$42.6K +531 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.93M +$1.99M +24,266 +29%
Citigroup
89
Citigroup
New York
$8.36M +$3.53M +43,084 +73%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.24M -$313K -3,823 -4%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$8.11M -$57.3K -700 -0.7%
DWM
92
Diversify Wealth Management
Utah
$8.1M -$219K -2,505 -3%
MOACM
93
Mutual of America Capital Management
New York
$8M +$53K +648 +0.7%
Deutsche Bank
94
Deutsche Bank
Germany
$7.69M +$952K +11,636 +14%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.51M +$399K +4,878 +6%
MIM
96
MetLife Investment Management
New Jersey
$7.48M -$139K -1,694 -2%
HighTower Advisors
97
HighTower Advisors
Illinois
$7.42M -$1.62M -19,840 -18%
NC
98
NBW Capital
Massachusetts
$7.34M +$107K +1,308 +1%
GAG
99
GM Advisory Group
New York
$7.29M – – –
OAM
100
Oberweis Asset Management
Illinois
$6.91M +$1.62M +19,800 +31%
2 3
4
5 6