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HealthEquity
HQY

Overview Fund Activity

386 hedge funds and large institutions have $7.59B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 121 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+21
Holders Change %
+5.75%
% of All Funds
5.61%
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
121
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

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

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$0
2
Millennium Management
Millennium Management
New York
$77.6M
3
Goldman Sachs
Goldman Sachs
New York
$61.4M
4
Man Group
Man Group
United Kingdom
$3.37M
5
BlackRock
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
126
Renaissance Technologies
New York
$4.74M +$4.74M +55,000 New
GI
127
Gradient Investments
Minnesota
$4.73M +$105K +1,218 +2%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$4.72M +$286K +3,320 +6%
MAM
129
Madison Asset Management
Wisconsin
$4.67M +$27K +313 +0.6%
Comerica Bank
130
Comerica Bank
Texas
$4.66M -$304K -3,527 -6%
Barclays
131
Barclays
United Kingdom
$4.64M -$11.6M -134,688 -71%
M&T Bank
132
M&T Bank
New York
$4.23M -$30.9K -359 -0.7%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$4.18M – – –
VOYA Investment Management
134
VOYA Investment Management
Georgia
$4.06M -$2.46M -28,566 -38%
Luther King Capital Management (LKCM)
135
Luther King Capital Management (LKCM)
Texas
$3.9M +$216K +2,508 +6%
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$3.7M +$898K +10,417 +32%
CAM
137
ClariVest Asset Management
California
$3.64M +$2.5K +29 +0.1%
AB
138
Amalgamated Bank
New York
$3.63M -$243K -2,815 -6%
CIC
139
Chase Investment Counsel
Virginia
$3.53M +$566K +6,572 +19%
Man Group
140
Man Group
United Kingdom
$3.37M -$17.9M -207,400 -84%
RG
141
Renaissance Group
Kentucky
$3.36M +$329K +3,814 +11%
YCM
142
Yousif Capital Management
Michigan
$3.22M -$210K -2,431 -6%
LPL Financial
143
LPL Financial
California
$3.04M -$97.1K -1,126 -3%
New York State Common Retirement Fund
144
New York State Common Retirement Fund
New York
$3.01M +$105K +1,218 +4%
AIP
145
Ameritas Investment Partners
Nebraska
$2.96M -$51.5K -598 -2%
LCG
146
Lisanti Capital Growth
New York
$2.88M -$2.08M -24,175 -42%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$2.81M -$1.52M -17,635 -35%
FHC
148
Forest Hill Capital
Arkansas
$2.73M – – –
AR
149
Advisory Research
Illinois
$2.65M +$862 +10 +0%
Nordea Investment Management
150
Nordea Investment Management
Sweden
$2.58M -$385K -4,509 -13%
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