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HealthEquity
HQY

Overview Fund Activity

385 hedge funds and large institutions have $7.58B invested in HealthEquity in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 155 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+21
Holders Change %
+5.77%
% of All Funds
5.6%
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
120
Closed
32
Calls
$4.62M
Puts
$5.59M
Net Calls
-$965K
Net Calls Change
-$6.84M

Top Buyers

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

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$0
2
Millennium Management
2
Millennium Management
New York
$77.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$61.4M
4
Man Group
4
Man Group
United Kingdom
$3.37M
5
BlackRock
5
BlackRock
New York
$926M
Name Holding Trade Value Shares
Change 		Shares
Change %
AM
151
AGF Management
Ontario, Canada
$2.52M +$171K +1,985 +7%
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$2.49M -$372K -4,317 -13%
ZIM
153
Zacks Investment Management
Illinois
$2.45M +$268K +3,113 +12%
Teacher Retirement System of Texas
154
Teacher Retirement System of Texas
Texas
$2.45M -$94.1K -1,092 -4%
PP
155
Prudential plc
United Kingdom
$2.43M +$2.43M +28,180 New
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$2.35M +$2.35M +27,226 New
IGGA
157
Iron Gate Global Advisors
Utah
$2.32M -$390K -4,519 -14%
Vontobel Holding
158
Vontobel Holding
Switzerland
$2.18M -$319K -3,698 -13%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$2.12M -$8.62K -100 -0.4%
ASRS
160
Arizona State Retirement System
Arizona
$2.08M +$46.5K +540 +2%
State Board of Administration of Florida Retirement System
161
State Board of Administration of Florida Retirement System
Florida
$2.06M -$234K -2,710 -10%
RI
162
Redwood Investments
Massachusetts
$1.94M +$138K +1,615 +8%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$1.92M +$1.24M +14,351 +182%
AMI
164
Amica Mutual Insurance
Rhode Island
$1.87M – – –
TC
165
TownSquare Capital
Utah
$1.85M -$143K -1,664 -7%
Stifel Financial
166
Stifel Financial
Missouri
$1.85M +$25.9K +300 +1%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.8M -$8.62K -100 -0.5%
SO
168
STRS Ohio
Ohio
$1.8M +$43.1K +500 +2%
CL
169
Choreo LLC
Illinois
$1.78M +$674K +7,780 +61%
US Bancorp
170
US Bancorp
Minnesota
$1.78M +$785K +9,112 +79%
RJFSA
171
Raymond James Financial Services Advisors
Florida
$1.74M +$55.8K +647 +3%
Creative Planning
172
Creative Planning
Kansas
$1.72M +$343K +3,983 +25%
SDIC
173
South Dakota Investment Council
South Dakota
$1.71M -$1.47K -17 -0.1%
AIMCA
174
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.67M +$585K +6,784 +54%
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$1.67M +$24.2K +281 +1%
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