HealthEquity
386 hedge funds and large institutions have $7.59B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 121 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
73% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 33
28% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 121
7% more capital invested
Capital invested by funds: $7.07B → $7.59B (+$518M)
5% more funds holding
Funds holding: 366 → 386 (+20)
0.62% more ownership
Funds ownership: 100.55% → 101.18% (+0.62%)
17% less call options, than puts
Call options by funds: $4.62M | Put options by funds: $5.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.8M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$26.3M |
| 3 |
GIM
Generate Investment Management
Auckland,
New Zealand
|
+$22.7M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$22.2M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$85.3M |
| 2 |
Millennium Management
New York
|
-$40.7M |
| 3 |
Goldman Sachs
New York
|
-$33.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$16.8M |
| 5 |
BlackRock
New York
|
-$15.1M |
HQY Hedge Fund Activity: Q2 2024 in Review
386 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in HealthEquity (HQY) for Q2 2024, worth a combined $7.59B — up 7.3% from $7.07B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HQY positions and 33 closed out — a net gain of 24 holders — while 155 added to existing stakes and 121 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $85.3M sold.
- 386 institutional investors held HealthEquity (HQY) as of Q2 2024, up from 366 in Q1 2024.
- Funds reported $7.59B of HealthEquity stock for Q2 2024, up 7.3% quarter-over-quarter.
- 57 funds opened new HealthEquity positions in Q2 2024 and 33 closed out, a net change of +24 holders.
- The largest HealthEquity buyer in Q2 2024 was Fidelity Investments, an estimated $29.8M added.
- The largest HealthEquity seller in Q2 2024 was William Blair Investment Management, an estimated $85.3M sold.
Based on aggregated 13F filings for Q2 2024.