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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 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+39
Holders Change %
+9.75%
% 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
42
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 %
PI
151
PineBridge Investments
New York
$2.64M +$791K +8,241 +43%
SAM
152
Silphium Asset Management
United Kingdom
$2.64M +$2.64M +27,500 New
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$2.58M -$72.8K -759 -3%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$2.53M +$2.53M +26,344 New
Los Angeles Capital Management
155
Los Angeles Capital Management
California
$2.51M -$2.83M -29,477 -53%
Credit Agricole
156
Credit Agricole
France
$2.49M +$1.9M +19,850 +326%
KAS
157
Kestra Advisory Services
Texas
$2.45M +$542K +5,650 +28%
CAM
158
Congress Asset Management
Massachusetts
$2.44M +$2.44M +25,468 New
ASRS
159
Arizona State Retirement System
Arizona
$2.43M +$27.7K +289 +1%
ZB
160
Zions Bancorporation
Utah
$2.33M +$349K +3,636 +18%
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$2.32M +$9.6K +100 +0.4%
State Board of Administration of Florida Retirement System
162
State Board of Administration of Florida Retirement System
Florida
$2.3M – – –
IGGA
163
Iron Gate Global Advisors
Utah
$2.29M -$128K -1,330 -5%
CI
164
Cambiar Investors
Colorado
$2.28M -$15.8M -164,965 -87%
GI
165
Gradient Investments
Minnesota
$2.21M -$131K -1,369 -6%
CL
166
Choreo LLC
Illinois
$2.2M +$148K +1,533 +7%
CCA
167
Carrera Capital Advisors
Michigan
$2.17M +$647K +6,743 +42%
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$2.14M +$163K +1,700 +8%
Stifel Financial
169
Stifel Financial
Missouri
$2.13M +$284K +2,964 +15%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$2.11M +$1.14M +11,871 +118%
AFG
171
ABLE Financial Group
Arizona
$2.08M +$164K +1,709 +9%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$2.07M -$90.8K -946 -4%
KK
173
KLP Kapitalforvaltning
Norway
$2.05M +$2.05M +21,400 New
TC
174
TownSquare Capital
Utah
$2M -$139K -1,446 -6%
SOMRS
175
State of Michigan Retirement System
Michigan
$1.99M +$9.6K +100 +0.5%
5 6
7
8 9