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HealthEquity
HQY

Overview Fund Activity

439 hedge funds and large institutions have $8.65B invested in HealthEquity in 2024 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
89
Increased
162
Reduced
141
Closed
42
Calls
$29.1M
Puts
$6.82M
Net Calls
+$22.2M
Net Calls Change
+$13.8M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$78.1M
2
Millennium Management
2
Millennium Management
New York
$144M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
ITP
4
Iron Triangle Partners
Connecticut
$32.2M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$24.6M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$186M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$198M
3
Franklin Resources
3
Franklin Resources
California
$130M
4
WA
4
Wasatch Advisors
Utah
$721M
5
SIMG
5
Stephens Investment Management Group
Texas
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
101
Pier Capital
Connecticut
$8.02M +$8.02M +83,625 New
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$7.92M -$139K -1,446 -2%
California State Teachers Retirement System (CalSTRS)
103
California State Teachers Retirement System (CalSTRS)
California
$7.82M -$56.2K -586 -0.7%
NC
104
NBW Capital
Massachusetts
$7.6M -$1.01M -10,493 -12%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$7.49M +$3.09M +32,204 +70%
IWA
106
Inspirion Wealth Advisors
Illinois
$7.4M – – –
NCGI
107
Next Century Growth Investors
Minnesota
$7.25M -$3.95M -41,202 -35%
KCM
108
Kornitzer Capital Management
Kansas
$7.23M – – –
Canada Life
109
Canada Life
Manitoba, Canada
$7.1M – – –
OMC
110
Overbrook Management Corp
New York
$7.03M -$25K -261 -0.4%
AACP
111
Advantage Alpha Capital Partners
California
$6.91M -$1.06M -11,079 -13%
OAM
112
Oppenheimer Asset Management
New York
$6.77M +$139K +1,453 +2%
MAM
113
Madison Asset Management
Wisconsin
$6.73M +$355K +3,696 +6%
MIA
114
Madison Investment Advisors
Wisconsin
$6.73M +$6.73M +70,155 New
Russell Investments Group
115
Russell Investments Group
United Kingdom
$6.47M +$862K +8,981 +15%
SBH
116
Segall Bryant & Hamill
Illinois
$6.4M -$86.1K -897 -1%
CIBC Private Wealth Group
117
CIBC Private Wealth Group
Georgia
$6.37M +$23K +231 +0.4%
ERWM
118
Elk River Wealth Management
Colorado
$6.3M -$47.6K -496 -0.7%
TCM
119
TimesSquare Capital Management
New York
$6.24M -$15.2M -158,298 -71%
NIP
120
Nicholas Investment Partners
California
$6.21M +$6.21M +64,747 New
BMSSC
121
B. Metzler seel. Sohn & Co
Germany
$5.97M -$685K -7,141 -10%
Nordea Investment Management
122
Nordea Investment Management
Sweden
$5.75M +$265K +2,757 +5%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$5.6M +$409K +4,263 +8%
Connor, Clark & Lunn Investment Management (CC&L)
124
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.51M -$4.97M -51,778 -47%
TAM
125
Thematics Asset Management
France
$5.43M -$111K -1,160 -2%
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5
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