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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 %
AB
151
Amalgamated Bank
New York
$3.99M -$5.24K -50 -0.1%
CAM
152
Covenant Asset Management
New Jersey
$3.89M -$78.8K -752 -2%
ACM
153
Aubrey Capital Management
United Kingdom
$3.82M +$1.1M +10,500 +40%
LCG
154
Lisanti Capital Growth
New York
$3.81M -$1.13M -10,755 -23%
Squarepoint
155
Squarepoint
New York
$3.68M +$2.33M +22,229 +172%
TA
156
Tectonic Advisors
Texas
$3.62M +$3.62M +34,553 New
M&T Bank
157
M&T Bank
New York
$3.55M +$210K +2,002 +6%
AIP
158
Ameritas Investment Partners
Nebraska
$3.45M -$33.6K -321 -1%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$3.45M – – –
EWA
160
EverSource Wealth Advisors
Alabama
$3.42M +$3.41M +32,521 +20,981%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$3.38M +$1.35M +12,852 +66%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$3.32M -$16.4M -156,328 -83%
ZIM
163
Zacks Investment Management
Illinois
$3.27M -$76.9K -734 -2%
YCM
164
Yousif Capital Management
Michigan
$3.15M -$78.6K -750 -2%
SFA
165
Sequoia Financial Advisors
Ohio
$3.11M +$1.37M +13,086 +79%
FHC
166
Forest Hill Capital
Arkansas
$3.1M -$471K -4,500 -13%
FG
167
Formula Growth
Quebec, Canada
$3.09M -$53.4K -510 -2%
Amundi
168
Amundi
France
$3.06M +$261K +2,574 +9%
State of New Jersey Common Pension Fund D
169
State of New Jersey Common Pension Fund D
New Jersey
$3.05M +$4.71K +45 +0.2%
Pathstone Holdings
170
Pathstone Holdings
New Jersey
$3.03M +$241K +2,300 +9%
CCM
171
Cinctive Capital Management
New York
$3.02M +$3.02M +28,786 New
Mariner
172
Mariner
Kansas
$2.98M +$1.57M +14,966 +111%
MAM
173
Montanaro Asset Management
United Kingdom
$2.94M +$1.34M +12,800 +84%
FAM
174
Fred Alger Management
New York
$2.9M +$1.84M +19,072 +175%
DTL
175
Dynamic Technology Lab
Singapore
$2.88M +$2.88M +27,511 New
5 6
7
8 9