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HealthEquity
HQY

Overview Fund Activity

481 hedge funds and large institutions have $9.55B invested in HealthEquity in 2025 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
6.45%
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
174
Reduced
173
Closed
50
Calls
$34.3M
Puts
$24.8M
Net Calls
+$9.47M
Net Calls Change
+$9.96M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$81.4M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$73.5M
3
ACP
Atalan Capital Partners
New York
+$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$69.3M
5
Man Group
Man Group
United Kingdom
+$24.8M

Top Sellers

1
WA
Wasatch Advisors
Utah
-$119M
2
VNIM
Vaughan Nelson Investment Management
Texas
-$73.8M
3
Franklin Resources
Franklin Resources
California
-$58.7M
4
ClearBridge Investments
ClearBridge Investments
New York
-$55.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
101
Thematics Asset Management
France
$10.7M -$1.03M -9,833 -9%
GIM
102
Granahan Investment Management
Massachusetts
$10.5M +$4.28M +40,878 +69%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$10.5M -$426K -4,066 -4%
MOACM
104
Mutual of America Capital Management
New York
$10.1M +$263K +2,513 +3%
MIM
105
MetLife Investment Management
New Jersey
$10.1M -$84.9K -810 -0.8%
PCM
106
Peregrine Capital Management
Minnesota
$10M +$256K +2,446 +3%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.87M -$370K -3,529 -4%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.8M +$76.8K +733 +0.8%
APM
109
Avidity Partners Management
Texas
$9.64M +$1.47M +14,000 +18%
HighTower Advisors
110
HighTower Advisors
Illinois
$9.17M -$28.7K -274 -0.3%
GWM
111
GDS Wealth Management
Texas
$9.14M +$2.02M +19,280 +28%
Neuberger Berman Group
112
Neuberger Berman Group
New York
$8.86M -$4.09M -39,006 -32%
GAG
113
GM Advisory Group
New York
$8.77M – – –
BMSSC
114
B. Metzler seel. Sohn & Co
Germany
$8.76M -$1.21M -11,571 -12%
FTM
115
First Turn Management
California
$8.47M -$323K -3,086 -4%
California State Teachers Retirement System (CalSTRS)
116
California State Teachers Retirement System (CalSTRS)
California
$8.45M – – –
DWM
117
Diversify Wealth Management
Utah
$8.42M +$15.7K +169 +0.2%
New York State Teachers Retirement System (NYSTRS)
118
New York State Teachers Retirement System (NYSTRS)
New York
$8.24M -$631K -6,024 -7%
CM
119
Castleark Management
Illinois
$7.93M -$234K -2,230 -3%
KCM
120
Kornitzer Capital Management
Kansas
$7.89M – – –
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$7.88M +$7.88M +75,204 New
RG
122
Renaissance Group
Kentucky
$7.75M +$1.8M +17,144 +30%
MAP
123
Moody Aldrich Partners
Massachusetts
$7.46M +$349K +3,335 +5%
CAM
124
Congress Asset Management
Massachusetts
$7.15M -$1.26K -12 -0%
Canada Life
125
Canada Life
Manitoba, Canada
$7.01M -$192K -1,833 -3%
3 4
5
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