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HealthEquity
HQY

Overview Fund Activity

401 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, 151 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
401
Holders Change
+15
Holders Change %
+3.89%
% of All Funds
5.8%
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
151
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

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

Top Sellers

1
GIM
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
126
Landscape Capital Management
New Jersey
$4.16M +$4.16M +50,784 New
Comerica Bank
127
Comerica Bank
Texas
$4.12M -$308K -3,765 -7%
M&T Bank
128
M&T Bank
New York
$4.05M +$26.3K +321 +0.7%
VOYA Investment Management
129
VOYA Investment Management
Georgia
$3.75M -$105K -1,283 -3%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$3.75M +$45.2K +552 +1%
1CM
131
1492 Capital Management
Wisconsin
$3.75M +$3.75M +45,839 New
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$3.65M -$318K -3,886 -8%
CAM
133
ClariVest Asset Management
California
$3.64M – – –
PP
134
Prudential plc
United Kingdom
$3.52M +$1.21M +14,789 +52%
SPIA
135
Steward Partners Investment Advisory
New York
$3.51M +$3.45M +42,129 +5,260%
New York State Common Retirement Fund
136
New York State Common Retirement Fund
New York
$3.45M +$590K +7,205 +21%
RG
137
Renaissance Group
Kentucky
$3.43M +$236K +2,882 +7%
AB
138
Amalgamated Bank
New York
$3.26M -$189K -2,313 -5%
LPL Financial
139
LPL Financial
California
$3.09M +$210K +2,568 +7%
FHC
140
Forest Hill Capital
Arkansas
$3.08M +$483K +5,900 +19%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$2.99M +$2.63M +32,151 +742%
AIP
142
Ameritas Investment Partners
Nebraska
$2.76M -$43.7K -534 -2%
YCM
143
Yousif Capital Management
Michigan
$2.7M -$359K -4,382 -12%
State of New Jersey Common Pension Fund D
144
State of New Jersey Common Pension Fund D
New Jersey
$2.67M – – –
ZIM
145
Zacks Investment Management
Illinois
$2.57M +$250K +3,059 +11%
AR
146
Advisory Research
Illinois
$2.38M -$137K -1,675 -5%
GWM
147
GDS Wealth Management
Texas
$2.34M +$2.34M +28,638 New
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$2.26M -$1.25M -15,276 -36%
IGGA
149
Iron Gate Global Advisors
Utah
$2.06M -$139K -1,702 -6%
ASRS
150
Arizona State Retirement System
Arizona
$2.05M +$76.4K +934 +4%
4 5
6
7 8