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HealthEquity
HQY

Overview Fund Activity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
57
Increased
155
Reduced
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$459M
2
Mackenzie Financial
2
Mackenzie Financial
Ontario, Canada
$204M
3
GIM
3
Generate Investment Management
New Zealand
$24.2M
4
WP
4
Woodline Partners
California
$23.7M
5
RIM
5
Ranger Investment Management
Texas
$21.6M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.4M
4
Man Group
4
Man Group
United Kingdom
$3.37M
5
BlackRock
5
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.49M -$894K -10,373 -11%
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.32M +$7.32M +84,896 New
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$7.24M -$161K -1,865 -2%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$7.14M – – –
Deutsche Bank
105
Deutsche Bank
Germany
$7.09M -$626K -7,266 -8%
TPSF
106
Texas Permanent School Fund
Texas
$6.67M +$201K +2,332 +3%
KCM
107
Kornitzer Capital Management
Kansas
$6.49M – – –
IWA
108
Inspirion Wealth Advisors
Illinois
$6.47M – – –
DWM
109
Diversify Wealth Management
Utah
$6.45M +$6.45M +94,922 New
SBH
110
Segall Bryant & Hamill
Illinois
$6.07M +$6.07M +70,402 New
Canada Life
111
Canada Life
Manitoba, Canada
$6.04M +$381K +4,426 +7%
ERWM
112
Elk River Wealth Management
Colorado
$5.69M +$1.64M +19,024 +41%
OAM
113
Oberweis Asset Management
Illinois
$5.57M +$1.15M +13,300 +26%
OAM
114
Oppenheimer Asset Management
New York
$5.54M +$1.26M +14,573 +29%
Neuberger Berman Group
115
Neuberger Berman Group
New York
$5.53M +$1.43M +16,543 +35%
PWA
116
Physician Wealth Advisors
Utah
$5.53M – – –
BMSSC
117
B. Metzler seel. Sohn & Co
Germany
$5.47M -$217K -2,515 -4%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$5.44M +$1.81M +20,963 +50%
CIBC Private Wealth Group
119
CIBC Private Wealth Group
Georgia
$5.38M -$409K -5,012 -7%
FAM
120
Fred Alger Management
New York
$5.3M -$51.5K -598 -1%
IECM
121
Intrinsic Edge Capital Management
Illinois
$5.17M +$5.17M +60,000 New
Citigroup
122
Citigroup
New York
$5.09M +$2.82M +32,722 +124%
MAP
123
Moody Aldrich Partners
Massachusetts
$5M +$5M +58,046 New
TAM
124
Thematics Asset Management
France
$4.98M -$234K -2,710 -4%
CCM
125
Cinctive Capital Management
New York
$4.9M +$4.9M +56,809 New
3 4
5
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