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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 %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$10.5M 100,371 -4,066 -4%
MOACM
102
Mutual of America Capital Management
New York
$10.1M 96,818 +2,513 +3%
MIM
103
MetLife Investment Management
New Jersey
$10.1M 96,027 -810 -0.8%
PCM
104
Peregrine Capital Management
Minnesota
$10M 95,778 +2,446 +3%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.87M 94,210 -3,529 -4%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.8M 93,547 +733 +0.8%
APM
107
Avidity Partners Management
Texas
$9.64M 92,000 +14,000 +18%
HighTower Advisors
108
HighTower Advisors
Illinois
$9.17M 87,512 -274 -0.3%
GWM
109
GDS Wealth Management
Texas
$9.14M 87,287 +19,280 +28%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$8.86M 84,572 -39,006 -32%
GAG
111
GM Advisory Group
New York
$8.77M 83,757 – –
BMSSC
112
B. Metzler seel. Sohn & Co
Germany
$8.76M 83,576 -11,571 -12%
FTM
113
First Turn Management
California
$8.47M 80,880 -3,086 -4%
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$8.45M 80,643 – –
DWM
115
Diversify Wealth Management
Utah
$8.42M 90,523 +169 +0.2%
New York State Teachers Retirement System (NYSTRS)
116
New York State Teachers Retirement System (NYSTRS)
New York
$8.24M 78,651 -6,024 -7%
CM
117
Castleark Management
Illinois
$7.93M 75,730 -2,230 -3%
KCM
118
Kornitzer Capital Management
Kansas
$7.89M 75,326 – –
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$7.88M 75,204 +75,204 New
RG
120
Renaissance Group
Kentucky
$7.75M 73,955 +17,144 +30%
MAP
121
Moody Aldrich Partners
Massachusetts
$7.46M 71,215 +3,335 +5%
CAM
122
Congress Asset Management
Massachusetts
$7.15M 68,241 -12 -0%
Canada Life
123
Canada Life
Manitoba, Canada
$7.01M 66,921 -1,833 -3%
IWA
124
Inspirion Wealth Advisors
Illinois
$6.81M 65,000 – –
ERWM
125
Elk River Wealth Management
Colorado
$6.81M 64,959 -822 -1%
3 4
5
6 7