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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 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+38
Holders Change %
+9.48%
% 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
43
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 %
PWA
126
Physician Wealth Advisors
Utah
$5.14M -$1.37M -14,296 -21%
CCM
127
Cinctive Capital Management
New York
$4.96M +$4.96M +51,679 New
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$4.82M +$417K +4,343 +9%
Comerica Bank
129
Comerica Bank
Texas
$4.69M -$131K -1,368 -3%
RG
130
Renaissance Group
Kentucky
$4.49M +$464K +4,838 +12%
M&T Bank
131
M&T Bank
New York
$4.41M -$339K -3,538 -7%
MAP
132
Moody Aldrich Partners
Massachusetts
$4.4M -$1.06M -10,998 -19%
TRSOTSOK
133
Teachers Retirement System of the State of Kentucky
Kentucky
$4.4M +$123K +1,282 +3%
EAM
134
EFG Asset Management
Oregon
$4.38M +$2.23M +23,247 +104%
1CM
135
1492 Capital Management
Wisconsin
$4.36M -$42.7K -445 -1%
LPL Financial
136
LPL Financial
California
$4.21M +$444K +4,451 +12%
FCM
137
Frontier Capital Management
Massachusetts
$4.2M +$4.2M +43,760 New
GWM
138
GDS Wealth Management
Texas
$3.95M +$1.2M +12,493 +44%
AB
139
Amalgamated Bank
New York
$3.82M – – –
CCP
140
Clough Capital Partners
Massachusetts
$3.57M +$3.57M +37,200 New
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$3.53M +$30.4K +317 +0.9%
Creative Planning
142
Creative Planning
Kansas
$3.28M +$1.02M +10,589 +45%
AIP
143
Ameritas Investment Partners
Nebraska
$3.25M +$8.44K +88 +0.3%
IIM
144
INTECH Investment Management
Florida
$3.13M +$1.11M +11,586 +55%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$3.13M – – –
YCM
146
Yousif Capital Management
Michigan
$3.05M -$117K -1,223 -4%
ZIM
147
Zacks Investment Management
Illinois
$2.89M -$125K -1,303 -4%
FHC
148
Forest Hill Capital
Arkansas
$2.89M -$720K -7,500 -20%
AR
149
Advisory Research
Illinois
$2.79M +$2.88K +30 +0.1%
ProShare Advisors
150
ProShare Advisors
Maryland
$2.71M +$812K +8,462 +43%
4 5
6
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