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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$20.4M +$5.75M +54,886 +39%
Victory Capital Management
77
Victory Capital Management
Texas
$20.2M +$661K +6,311 +3%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$20.1M +$5.3M +50,589 +36%
Wells Fargo
79
Wells Fargo
California
$20M +$2.8M +26,744 +16%
Macquarie Group
80
Macquarie Group
Australia
$18.5M -$580K -5,533 -3%
SBH
81
Segall Bryant & Hamill
Illinois
$17.4M +$6.83M +65,151 +65%
Swiss National Bank
82
Swiss National Bank
Switzerland
$17.3M -$283K -2,700 -2%
Legal & General Group
83
Legal & General Group
United Kingdom
$17.1M +$1.46M +13,924 +9%
EP
84
Eversept Partners
New York
$16.3M -$20.5M -196,108 -56%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$15.1M -$22.1M -211,230 -59%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$14.9M +$13.5M +128,790 +992%
Citigroup
87
Citigroup
New York
$14.4M -$5.94M -56,662 -29%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$14.2M +$791K +7,602 +6%
NCGI
89
Next Century Growth Investors
Minnesota
$13.6M +$3.27M +31,197 +32%
1SAMC
90
12th Street Asset Management Company
Tennessee
$13.3M +$13.3M +126,917 New
AI
91
Axiom Investors
Connecticut
$13M +$3.21M +30,615 +33%
MFAM
92
Motley Fool Asset Management
Virginia
$12M -$402K -3,842 -3%
OAM
93
Oberweis Asset Management
Illinois
$11.9M +$830K +7,920 +7%
GPGA
94
Grandeur Peak Global Advisors
Utah
$11.9M -$520K -4,968 -4%
MFWM
95
Motley Fool Wealth Management
Virginia
$11.9M -$1.25M -11,912 -9%
FCM
96
Frontier Capital Management
Massachusetts
$11.8M +$2.35M +22,437 +25%
OAM
97
Oppenheimer Asset Management
New York
$11.2M +$3.32M +31,716 +42%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$10.9M -$1.03M -9,837 -9%
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$10.7M -$709K -6,772 -6%
Deutsche Bank
100
Deutsche Bank
Germany
$10.7M -$961K -9,171 -8%
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4
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