HQY icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Legal & General Group
76
Legal & General Group
United Kingdom
$14.4M +$934K +9,736 +7%
CF
77
Corebridge Financial
Texas
$13.5M -$638K -6,650 -5%
MFWM
78
Motley Fool Wealth Management
Virginia
$13.3M -$428K -4,406 -3%
AM
79
AGF Management
Ontario, Canada
$13M +$462K +4,819 +4%
GPGA
80
Grandeur Peak Global Advisors
Utah
$12.5M +$438K +4,566 +4%
FTM
81
First Turn Management
California
$12.1M +$12.1M +125,867 New
Wells Fargo
82
Wells Fargo
California
$12M +$537K +5,594 +5%
MFAM
83
Motley Fool Asset Management
Virginia
$11.8M +$1.04M +10,835 +10%
Deutsche Bank
84
Deutsche Bank
Germany
$11.3M +$2.33M +24,289 +26%
Mirae Asset Global ETFs Holdings
85
Mirae Asset Global ETFs Holdings
Hong Kong
$11M +$487K +5,080 +5%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$11M +$305K +3,178 +3%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$9.92M +$3.97M +41,425 +67%
PCM
88
Peregrine Capital Management
Minnesota
$9.92M -$903K -9,412 -8%
CM
89
Castleark Management
Illinois
$9.88M +$2.96M +30,800 +43%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$9.84M +$329K +3,427 +3%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$9.81M +$5.76M +60,077 +143%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.5M -$158K -1,643 -2%
MIM
93
MetLife Investment Management
New Jersey
$9.5M +$731K +7,618 +8%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.34M +$534K +5,569 +6%
DWM
95
Diversify Wealth Management
Utah
$9.26M -$9.53K -95 -0.1%
MOACM
96
Mutual of America Capital Management
New York
$9.23M -$150K -1,559 -2%
HighTower Advisors
97
HighTower Advisors
Illinois
$9.12M +$419K +4,370 +5%
OAM
98
Oberweis Asset Management
Illinois
$8.78M +$681K +7,100 +8%
First Trust Advisors
99
First Trust Advisors
Illinois
$8.09M -$5.91M -61,589 -42%
GAG
100
GM Advisory Group
New York
$8.04M -$504K -5,256 -6%
2 3
4
5 6