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HealthEquity
HQY

Overview Fund Activity

400 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, 150 reducing their positions, and 43 closing their positions.

Holders
400
Holders Change
+15
Holders Change %
+3.9%
% of All Funds
5.79%
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
150
Closed
43
Calls
$17M
Puts
$8.51M
Net Calls
+$8.5M
Net Calls Change
+$9.46M

Top Buyers

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

Top Sellers

1
GIM
1
Generate Investment Management
New Zealand
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$99.5M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$73.6M
4
Prudential Financial
4
Prudential Financial
New Jersey
$1.29M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$61M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
Gradient Investments
Minnesota
$1.99M -$2.49M -30,477 -56%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.97M -$40.9K -500 -2%
II
153
Inspire Investing
Idaho
$1.97M +$844K +10,312 +75%
State Board of Administration of Florida Retirement System
154
State Board of Administration of Florida Retirement System
Florida
$1.96M – – –
Creative Planning
155
Creative Planning
Kansas
$1.93M +$303K +3,706 +19%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.84M +$409K +4,993 +28%
EAM
157
EFG Asset Management
Oregon
$1.83M +$478K +5,837 +35%
Vontobel Holding
158
Vontobel Holding
Switzerland
$1.83M -$235K -2,875 -11%
TC
159
TownSquare Capital
Utah
$1.82M +$68.7K +839 +4%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.73M +$144K +1,757 +9%
IIM
161
INTECH Investment Management
Florida
$1.72M +$643K +7,859 +60%
CL
162
Choreo LLC
Illinois
$1.71M +$64.9K +809 +4%
SOMRS
163
State of Michigan Retirement System
Michigan
$1.69M -$24.6K -300 -1%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$1.69M +$278K +3,400 +20%
ZB
165
Zions Bancorporation
Utah
$1.69M +$230K +2,816 +16%
US Bancorp
166
US Bancorp
Minnesota
$1.68M -$8.19K -100 -0.5%
BNP Paribas Financial Markets
167
BNP Paribas Financial Markets
France
$1.67M +$1.04M +12,745 +166%
JCIA
168
Jackson Creek Investment Advisors
Colorado
$1.66M +$1.66M +20,285 New
AMI
169
Amica Mutual Insurance
Rhode Island
$1.65M -$127K -1,553 -7%
AFG
170
ABLE Financial Group
Arizona
$1.64M +$220K +2,692 +16%
KAS
171
Kestra Advisory Services
Texas
$1.63M +$1.63M +19,896 New
SDIC
172
South Dakota Investment Council
South Dakota
$1.63M – – –
ProShare Advisors
173
ProShare Advisors
Maryland
$1.62M +$351K +4,288 +28%
PI
174
PineBridge Investments
New York
$1.58M +$1.58M +19,308 New
NMIMC
175
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M -$9.41K -115 -0.6%
5 6
7
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