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HealthEquity
HQY

Overview Fund Activity

400 hedge funds and large institutions have $7.16B invested in HealthEquity in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 142 increasing their positions, 150 reducing their positions, and 43 closing their positions.

Holders
400
Holders Change
+15
Holders Change %
+3.9%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
60
Increased
142
Reduced
150
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$635M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$31.2M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$69M
4
BlackRock
4
BlackRock
New York
$896M
5
Bessemer Group
5
Bessemer Group
New Jersey
$14.9M

Top Sellers

1
GIM
1
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
101
New York State Teachers Retirement System (NYSTRS)
New York
$6.88M +$93.8K +1,146 +1%
AACP
102
Advantage Alpha Capital Partners
California
$6.8M -$1.81M -22,168 -21%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$6.72M -$152K -1,859 -2%
KCM
104
Kornitzer Capital Management
Kansas
$6.17M – – –
IWA
105
Inspirion Wealth Advisors
Illinois
$6.14M – – –
Canada Life
106
Canada Life
Manitoba, Canada
$6.06M +$322K +3,929 +6%
OMC
107
Overbrook Management Corp
New York
$6.02M -$5.64M -68,957 -48%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$6M -$1.46M -18,027 -20%
Jane Street
109
Jane Street
New York
$5.99M -$4.38M -53,476 -42%
CM
110
Castleark Management
Illinois
$5.9M -$1.45M -17,670 -20%
PWA
111
Physician Wealth Advisors
Utah
$5.69M -$671 -8 -0%
BMSSC
112
B. Metzler seel. Sohn & Co
Germany
$5.68M +$482K +5,883 +9%
OAM
113
Oppenheimer Asset Management
New York
$5.66M +$403K +4,925 +8%
SBH
114
Segall Bryant & Hamill
Illinois
$5.54M -$226K -2,758 -4%
MAM
115
Madison Asset Management
Wisconsin
$5.44M +$1.01M +12,287 +23%
ERWM
116
Elk River Wealth Management
Colorado
$5.42M +$17.8K +217 +0.3%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$5.21M -$191K -2,330 -4%
Neuberger Berman Group
118
Neuberger Berman Group
New York
$5.07M -$177K -2,166 -3%
GLA
119
Great Lakes Advisors
Illinois
$4.92M -$7.04M -85,950 -59%
Russell Investments Group
120
Russell Investments Group
United Kingdom
$4.79M -$381K -4,656 -7%
TAM
121
Thematics Asset Management
France
$4.73M – – –
MAP
122
Moody Aldrich Partners
Massachusetts
$4.66M -$94.2K -1,151 -2%
Nordea Investment Management
123
Nordea Investment Management
Sweden
$4.63M +$2.18M +26,825 +89%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$4.55M +$2.18M +26,690 +92%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$4.43M -$49.9K -610 -1%
3 4
5
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