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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
$127M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M
3
ACP
Atalan Capital Partners
New York
$73.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$116M
5
Man Group
Man Group
United Kingdom
$26.7M

Top Sellers

1
WA
Wasatch Advisors
Utah
$639M
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Franklin Resources
Franklin Resources
California
$87.4M
4
ClearBridge Investments
ClearBridge Investments
New York
$138M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
126
Inspirion Wealth Advisors
Illinois
$6.81M – – –
ERWM
127
Elk River Wealth Management
Colorado
$6.81M -$86.1K -822 -1%
Renaissance Technologies
128
Renaissance Technologies
New York
$6.51M +$3.13M +29,900 +93%
MAM
129
Madison Asset Management
Wisconsin
$6.35M -$912K -8,703 -13%
Nordea Investment Management
130
Nordea Investment Management
Sweden
$6.32M +$17.4K +164 +0.3%
WA
131
Waverly Advisors
Alabama
$5.74M +$293K +2,796 +5%
PWA
132
Physician Wealth Advisors
Utah
$5.61M +$733 +7 +0%
NC
133
NBW Capital
Massachusetts
$5.61M +$160K +1,528 +3%
Marshall Wace
134
Marshall Wace
United Kingdom
$5.48M +$5.48M +52,335 New
1CM
135
1492 Capital Management
Wisconsin
$5.46M -$84.4K -806 -2%
IIM
136
INTECH Investment Management
Florida
$5.38M -$566K -5,406 -10%
First Trust Advisors
137
First Trust Advisors
Illinois
$5.38M -$10M -95,617 -65%
Luther King Capital Management (LKCM)
138
Luther King Capital Management (LKCM)
Texas
$5.26M – – –
Creative Planning
139
Creative Planning
Kansas
$5.14M +$1.5M +14,338 +41%
HCA
140
Harbor Capital Advisors
Illinois
$5.1M +$1.02M +9,701 +25%
OMC
141
Overbrook Management Corp
New York
$4.97M -$2.3M -21,931 -32%
TRSOTSOK
142
Teachers Retirement System of the State of Kentucky
Kentucky
$4.96M -$251K -2,397 -5%
Arrowstreet Capital
143
Arrowstreet Capital
Massachusetts
$4.75M +$4.75M +45,312 New
Baird Financial Group
144
Baird Financial Group
Wisconsin
$4.74M +$3.73M +35,646 +371%
AACP
145
Advantage Alpha Capital Partners
California
$4.68M -$1.8M -17,202 -28%
EAM
146
EFG Asset Management
Oregon
$4.67M +$542K +5,175 +13%
CCP
147
Clough Capital Partners
Massachusetts
$4.56M -$4.56M -43,500 -50%
LPL Financial
148
LPL Financial
California
$4.13M -$270K -2,582 -6%
CF
149
Covea Finance
France
$4.11M +$754K +7,200 +23%
Verition Fund Management
150
Verition Fund Management
Connecticut
$4.01M +$2.75M +26,220 +217%
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